An investor presentation on the Financial results for Q4, 2024-25 and Financial Year ended 31st March, 2025 is enclosed herewith for appropriate dissemination. The above information ....
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BMW Industries filed its FY25 earnings presentation showing FY25 Operating Income of ₹62,862 lakhs (up 5.1% YoY) and PAT of ₹7,505 lakhs (up 17.7% YoY, margin 11.8%). However, Q4 FY25 saw Operating EBITDA margin contract sharply by 716 basis points to 21.2%, with PAT down 7.4% YoY to ₹1,762 lakhs. The Board recommended a final dividend of ₹0.43 per share. The company disclosed a major ₹803 crore greenfield downstream steel processing complex in Bokaro, Jharkhand, qualified under the PLI Scheme 1.1, with Phase 1 operations expected by end of FY26. Long-term contracts with a key customer were renewed extending through FY29. Balance sheet remains healthy with Net Debt/Equity at 0.16 and Net Debt/EBITDA at 0.82.
Margin contraction in Q4 despite revenue growth is a concern, though the long-term customer contract renewals and Bokaro PLI-qualified capex announcement provide a strong multi-year growth runway. The low leverage and consistent dividend payout signal (15-20% of PAT) make this attractive for patient investors, though near-term margin pressure from the new capex phase warrants monitoring.