Belrise Industries Ltd
Belrise Industries Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Belrise aims to double revenues in the four-wheeler and commercial vehicle segments over the next two years, building on a 52% year-on-year H1 FY ’26 growth. Belrise targets stable EBITDA margins going forward compared to FY '25 despite ramping up multiple new facilities.
From Belrise Industries Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Belrise aims to double revenues in the four-wheeler and commercial vehicle segments over the next two years, building on a 52% year-on-year H1 FY ’26 growth.
- Incremental revenues from new SOPs expected to contribute significantly, e.g., INR 150 crore peak revenues from Chennai EV platform facility in next 18-24 months.
- Long-member facility for commercial vehicles expected to peak at INR 150 crore revenues within 3 months.
- Incremental revenue from three newly ramping facilities targeted at INR 400-500 crore in FY 2027.
- Sharp ramp-up anticipated in non-automotive segments like aerospace, defense, and solar structures leveraging automotive manufacturing expertise.
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Profitability & Margins
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Capital Expenditure Plans
- Capex guidance maintained at INR 8,000 million over the current and next fiscal year with no changes (Page 9).
- Capital advances increased due to ongoing capital expenditure for the long-member facility in Pune (Page 12).
- Multiple facilities are being ramped up simultaneously: Chennai, Pune, Bhiwadi, and a new Chennai facility, plus two acquired from H-One, contributing to near-term ramp-up capital needs (Page 14).
- Focus on investments in proprietary components like steering columns, suspension, braking, and filtration systems, which have higher EBITDA margins (Page 14).
- Strategic investments include acquisition of H-One (Japanese company) to deepen expertise in high-tensile steel for four-wheelers and commercial vehicles (Page 13).
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Top-ranked in Auto Components
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
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Order Book & Pipeline
- Belrise Industries has secured multiple key orders, including:
- A single-source order from a leading two-wheeler OEM for EV platform chassis and BIW components, with a new Chennai facility ramping up to ~INR1,500 million peak revenue in 18-24 months.
- An order for a proprietary suspension product for a fast-growing two and three-wheeler EV OEM, supplies starting Q4 FY ’26.
- Production started at Bhiwadi plant for a Japanese four-wheeler OEM and a premium Japanese two-wheeler OEM (single source for chassis) with exports.
- An order from a large Indian PV OEM for 37 BIW parts for an upcoming high-selling SUV platform, content per vehicle approx INR2,200.
- Long-member component order (high-tensile structural part) for medium and heavy commercial vehicles, with expected peak revenues of INR120 million/month in 2-3 months.
- General Purchase Agreement with a leading electrical two-wheeler OEM for plastic-molded parts starting Q2 FY ’27.
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Belrise Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹2.6K Cr, net profit ₹130 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Belrise Industries Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Belrise Industries Ltd Q2 FY26 results?
Belrise aims to double revenues in the four-wheeler and commercial vehicle segments over the next two years, building on a 52% year-on-year H1 FY ’26 growth. Belrise targets stable EBITDA margins going forward compared to FY '25 despite ramping up multiple new facilities.
What is Belrise Industries Ltd share price analysis?
Belrise Industries Ltd currently shows a neutral. The stock trades at a P/E of 45.3 with a market cap of ₹22,381 Cr. Investors should review the full earnings analysis for detailed insights.
Is Belrise Industries Ltd planning capital expenditure?
Capex guidance maintained at INR 8,000 million over the current and next fiscal year with no changes (Page 9).
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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.