Please find enclosed the Strategy Presentation for May, 25. We request you to take the same on record.
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BMW Industries filed a comprehensive Strategy Presentation covering its business profile, financials, and growth roadmap. The company is a steel processing player with FY25 operating revenue of ₹62,862 Lacs (12% CAGR since FY22), PAT of ₹7,505 Lacs (29.5% CAGR), and very comfortable leverage at Net Debt/Equity of 0.16. The key highlight is a Greenfield downstream steel processing complex coming up in Bokaro, Jharkhand at a cost of ₹803 Cr, under the PLI 1.1 scheme for coated/plated steel, with the first plant expected to commence in FY26. Pipes & Tubes capacity has already expanded from 2,04,000 MT (FY24) to 5,34,000 MT (FY25) and is targeted to reach 7,00,000 MT by FY27, backed by a manufacturing contract extended to H1 FY27 worth ₹365 Cr. The company also outlined a 15-20% dividend payout policy and improving return ratios (ROE 10.8%, ROCE 13.0%).
The presentation signals an aggressive capacity expansion phase into higher-value coated and specialty steel products, which could support margin expansion and revenue growth in the medium term. Investors should watch execution of the ₹803 Cr Bokaro project, PLI compliance milestones, and utilization ramp-up of the expanded Pipes & Tubes capacity as key triggers.