Bedmutha Industries Limited investor presentation summary

Investor presentation of 28 Sep 2026, summarised by AI from the filing.

Balance investment of ₹204.45 cr under the Second Mega Project is expected to be completed within the stipulated timelines, with the final date March 2027.

Key takeaways

1. Mega Project Balance investment of ₹204.45 cr under the Second Mega Project is expected to be completed within the stipulated timelines, with the final date March 2027.
2. Capacity Wire rope and strand capacity will reach 24000MT annually and copper foil, strip and profiles capacity 10800MT annually in 2026-2027 & 2027-28.
3. Solar Solar plants at Nardana give net annual saving of ₹2.61 cr, with an additional 4000kW DC roof top plant planned before end of March 2028.
4. Subsidy Subsidy/incentive of approx. ₹90.29 cr accrued and yet to be received from Government of Maharashtra as on 22-09-2026.

Bedmutha Industries Limited Q1 FY27 results

As filed: Revenue ₹541 cr (+74% year on year), EBITDA ₹17.8 cr (+61% year on year), PAT ₹6.9 cr, EBITDA margin 3.3% (−26 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹436 cr (+54% year on year), EBITDA ₹23.3 cr (+133% year on year), PAT ₹14.6 cr (+300% year on year), EBITDA margin 5.3% (+179 bps). Score 75 of 100, Above trend. Revenue and profit growth were well above the company's own trend; EBITDA growth was above it. EBITDA margin rose 179 bps year on year. Other income 93% of PBT. Tax rate 0%. Share price after the results: +0.3% in 28 days (Nifty 500: +0.6%).
• Q3 FY26: Revenue ₹357 cr (+30% year on year), EBITDA ₹11.2 cr (+86% year on year), PAT −₹3.9 cr (−295% year on year), EBITDA margin 3.1% (+94 bps). Score 20 of 100, Below trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was well below it. EBITDA margin rose 94 bps year on year. Share price after the results: −8.1% in 30 days (Nifty 500: −7.8%).
• Q2 FY26: Revenue ₹364 cr (+45% year on year), EBITDA ₹14.0 cr (+100% year on year), PAT −₹1.0 cr (−109% year on year), EBITDA margin 3.9% (+106 bps). Score 20 of 100, Below trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit growth was well below it. EBITDA margin rose 106 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −13.9% in 30 days (Nifty 500: +0.2%).
• Q1 FY26: Revenue ₹311 cr (+28% year on year), EBITDA ₹11.0 cr (0% year on year), PAT −₹3.0 cr (−130% year on year), EBITDA margin 3.5% (−99 bps). Score 20 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it; profit growth was well below it. EBITDA margin fell 99 bps year on year. Profit fell 250% from last quarter. Revenue rose ₹68.0 cr on a year ago, more than the ₹51.0 cr it added the year before. Share price after the results: −4.3% in 29 days (Nifty 500: +0.6%).
• Q4 FY25: Revenue ₹282 cr (+23% year on year), EBITDA ₹10.0 cr (+25% year on year), PAT ₹2.0 cr (−71% year on year), EBITDA margin 3.6% (+5 bps). Score 34 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend; profit growth was well below it. EBITDA margin was flat year on year. Other income 300% of PBT. Tax rate 0%. Revenue rose ₹53.0 cr on a year ago, more than the ₹38.0 cr it added the year before. Share price after the results: −9.3% in 28 days (Nifty 500: +1.1%).
• Q3 FY25: Revenue ₹274 cr (+43% year on year), EBITDA ₹6.0 cr (−14% year on year), PAT ₹2.0 cr (−71% year on year), EBITDA margin 2.2% (−146 bps). Score 36 of 100, Below trend. Revenue growth was well above the company's own trend; EBITDA growth was below it; profit growth was well below it. EBITDA margin fell 146 bps year on year. Other income 500% of PBT. Tax rate 0%. Profit fell 82% from last quarter.
• Q2 FY25: Revenue ₹251 cr (+26% year on year), EBITDA ₹7.0 cr (−22% year on year), PAT ₹11.0 cr (+175% year on year), EBITDA margin 2.8% (−173 bps). Score 47 of 100, In line with trend. EBITDA margin fell 173 bps year on year. Other income 164% of PBT. Tax rate 0%. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Bedmutha Industries Limited earnings call, investor presentation and press release summaries

• Other events: Investor presentation (28 Sep 2026)