BMW Industries Ltd Q1 FY26 earnings call summary

Earnings call of 29 Jul 2025, summarised by AI from the filing.

BMW Industries Q1 FY26 revenue ₹148.7 cr, PAT ₹15.2 cr; guides 75% revenue CAGR over next 3 fiscals with Bokaro revenue from Q4 FY26.

Key takeaways

1. Net debt increase Net debt rose from ₹12,000 lakhs at March 2025 to ₹16,000 lakhs by June 2025.
2. Bokaro project Phase-1 expansion on track; revenue from color-coated sheet plant to commence by Q4 FY26; FY28 first full year.
3. Customer shutdown risk Temporary shutdown by key customers impacted volumes in CRM and rolling mill segments; margin hit from fixed-cost absorption.

Original filing on BSE

BMW Industries Ltd earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (17 Aug 2026), Results deck (14 Aug 2026), Results press release (14 Aug 2026)
• Q4 FY26: Earnings call (7 May 2026), Results deck (6 May 2026), Results deck (6 May 2026), Results press release (6 May 2026)
• Q3 FY26: Earnings call (30 Jan 2026), Results deck (29 Jan 2026), Results press release (29 Jan 2026)
• Q2 FY26: Earnings call (10 Nov 2025), Results deck (8 Nov 2025), Results press release (8 Nov 2025)
• Q1 FY26: Earnings call (29 Jul 2025), Results deck (28 Jul 2025), Results press release (28 Jul 2025)
• Q4 FY25: Earnings call (19 May 2025), Results deck (18 May 2025), Results press release (16 May 2025)