BSEBMW Industries LtdMediumNeutral
Announced Wed, 6 May · 21:33 IST

Investor Presentation for the meeting to be held on 07th May, 2026

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

Price

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Price reaction · full curve 14 horizons · vs prior close
+8.2%1-day move
₹51.30
prior close
₹52.19
base price
After-mkt
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+2.5+3.3+4.0+2.9+8.2+7.5+0.4+5.3+7.2+4.9+8.0+20.5+2.9
Up moveDown movePending
AI summary

BMW Industries reported record Q4 FY26 performance with Operating Income of ₹20,950 lakhs (up 33.3% YoY) and PAT of ₹3,316 lakhs (up 88.1% YoY), delivering a PAT margin of 15.4%. Full-year FY26 Operating EBITDA stood at ₹16,514 lakhs with a margin of 24.8%, up from 23.6% in FY25. The company recommended a dividend of 43 paise per share. The Greenfield Downstream Steel Complex at Bokaro is progressing on schedule with Phase 1 expected to commence in Q1 FY27. Total project cost is ₹803 crore, with ₹252.7 crore already deployed (₹109.2 Cr internal accruals + ₹143.5 Cr debt). Net Debt increased to ₹36,382 lakhs primarily due to the Bokaro project funding, though Net Debt/Equity remains comfortable at 0.45.

Likely market impact

Strong quarterly performance with margin expansion signals operational efficiency gains. The on-track Bokaro expansion positions the company for higher value-added product mix, though near-term debt levels will remain elevated as construction continues.