Bhageria Industries Limited Q2 FY26 earnings call summary

Earnings call of 28 Oct 2025, summarised by AI from the filing.

Bhageria Industries Q2 FY26 total income ₹26.02 cr, up 55.6% YoY; full year chemical segment revenue guided at ₹725-775 cr.

Key takeaways

1. Q2 results Total income ₹26.02 cr (Q2 FY25: ₹132.41 cr, +55.6% YoY); net profit ₹11.47 cr, up 80% YoY.
2. Guidance Full year chemical segment revenue expected ₹725-775 cr; margins to improve 2%-3%.
3. Change H-ACID capacity expanding from 400 to 500 metric tons per month with ₹5 cr investment, completion within 3 months.
4. Risk Margins declined due to higher raw material prices impacted by US and European countries.

Original filing on BSE

Bhageria Industries Limited Q1 FY27 results

As filed: Revenue ₹286 cr (+82% year on year), EBITDA ₹42.0 cr (+134% year on year), PAT ₹33.9 cr (+208% year on year), EBITDA margin 14.7% (+321 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 ₹271 cr (+48% year on year), EBITDA ₹30.6 cr (+2% year on year), PAT ₹11.3 cr (−25% year on year), EBITDA margin 11.3% (−507 bps). Score 40 of 100, Below trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 507 bps year on year. Share price after the results: −11.7% in 30 days (Nifty 500: −1.1%).
• Q3 FY26: Revenue ₹242 cr (+42% year on year), EBITDA ₹19.7 cr (−27% year on year), PAT ₹10.8 cr (−1% year on year), EBITDA margin 8.2% (−771 bps). Score 33 of 100, Below trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 771 bps year on year. Share price after the results: −14.2% in 30 days (Nifty 500: −1.9%).
• Q2 FY26: Revenue ₹204 cr (+58% year on year), EBITDA ₹23.0 cr (+64% year on year), PAT ₹11.0 cr (+83% year on year), EBITDA margin 11.3% (+42 bps). Score 85 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was in line with it; profit growth was below it. EBITDA margin rose 42 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Revenue rose ₹75.0 cr on a year ago, more than the ₹26.0 cr it added the year before. Share price after the results: +16.0% in 30 days (Nifty 500: +1.5%).
• Q1 FY26: Revenue ₹157 cr (+39% year on year), EBITDA ₹18.0 cr (+64% year on year), PAT ₹11.0 cr (+83% year on year), EBITDA margin 11.5% (+173 bps). Score 60 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was in line with it; profit growth was below it. EBITDA margin rose 173 bps year on year. Other income 40% of PBT. Revenue fell 14% from last quarter. Revenue rose ₹44.0 cr on a year ago, more than the ₹15.0 cr it added the year before. Share price after the results: −0.6% in 30 days (Nifty 500: +0.2%).
• Q4 FY25: Revenue ₹183 cr (+1% year on year), EBITDA ₹30.0 cr (+100% year on year), PAT ₹15.0 cr (+150% year on year), EBITDA margin 16.4% (+815 bps). Score 57 of 100, In line with trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were above it. EBITDA margin rose 815 bps year on year. Profit rose ₹9.0 cr on a year ago, more than the ₹1.0 cr it added the year before. Share price after the results: +7.0% in 30 days (Nifty 500: +1.0%).
• Q3 FY25: Revenue ₹170 cr (+52% year on year), EBITDA ₹27.0 cr (+108% year on year), PAT ₹11.0 cr (+38% year on year), EBITDA margin 15.9% (+428 bps). Score 79 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend; profit growth was below it. EBITDA margin rose 428 bps year on year. Profit lagged EBITDA because of depreciation, interest or other income, not the business.
• Q2 FY25: Revenue ₹129 cr (+25% year on year), EBITDA ₹14.0 cr (+75% year on year), PAT ₹6.0 cr (+100% year on year), EBITDA margin 10.9% (+309 bps). Score 83 of 100, Above trend. EBITDA margin rose 309 bps year on year. Other income 38% of PBT. Not enough history for a trend yet: scored on growth alone.

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

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

• Q2 FY26: Earnings call (28 Oct 2025)