Baheti Recycling Industries Ltd
Baheti Recycling Industries Q4 FY26: Order Book ₹200 Cr
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
4 of 5 strong
The short version
FY27 target: Approximately ₹1,000 crore revenue milestone with existing plant excluding aluminum wire rod sales. FY27 revenue expected around 1,000 crores from aluminum wire rod and existing operations.
From Baheti Recycling Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 target: Approximately ₹1,000 crore revenue milestone with existing plant excluding aluminum wire rod sales.
- Aluminum wire rod division to start contributing from Q4 FY27; initially ~10-15% utilization of 12,500 tons capacity.
- FY28: Expect aluminum wire rod utilization to reach ~70-80%, driving significant revenue growth.
- Projected overall revenue CAGR of 30-40% in FY27 and FY28, aiming for ₹1,200 crore revenue in FY28.
- Volume growth focused on aluminum wire rod segment expansion (up to 25,000 tons post Phase 2).
- Growth driven by expanded client base including OEMs like Bajaj Auto, TVS Motor, Royal Enfield, with repeat orders.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Baheti Recycling Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is planning additional capex for expanding capacity by 5,000-7,000 tons at the existing premises.
- A new aluminum wire rod project with a capacity of 12,500 tons is underway.
- Phase 1 of the wire rod project is expected to commission by October-November 2026, with initial utilization at 10-15% for the first 3-4 months.
- FY28 is targeted for around 70-80% utilization of the wire rod plant.
- Phase 2 capex for the wire rod project will be around ₹5 crores for furnace setup, with infrastructure costs spread across both phases.
- The company expects the new wire rod business to contribute meaningfully starting FY28, improving revenues and margins.
2 more points management made on capital expenditure plans
Top-ranked in Industrial Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Baheti Recycling Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Baheti Recycling Industries Limited is heading into FY27 with a minimum order book of ₹200 crores.
- This order book excludes orders related to the aluminum wire rod plant.
- The company has recently started catering to OEMs with initial sales and repeated orders, e.g., 250 tons to Bajaj Auto, 150 tons to TVS Motor, and 100 tons to Royal Enfield.
- The aluminum wire rod project is expected to start contributing from Q4 FY27, with margins and sales expected to grow significantly in FY28.
2 more points management made on order book & pipeline
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What Baheti Recycling Industries Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Baheti Recycling Industries Ltd Q4 FY26 results?
FY27 target: Approximately ₹1,000 crore revenue milestone with existing plant excluding aluminum wire rod sales. FY27 revenue expected around 1,000 crores from aluminum wire rod and existing operations.
What is Baheti Recycling Industries Ltd share price analysis?
Baheti Recycling Industries Ltd currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 29.2 with a market cap of ₹791 Cr. Investors should review the full earnings analysis for detailed insights.
Is Baheti Recycling Industries Ltd planning capital expenditure?
The company is planning additional capex for expanding capacity by 5,000-7,000 tons at the existing premises.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.