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Bhagyanagar India Ltd

Q3 FY26Non - Ferrous Metals

Bhagyanagar India Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q3 FY26 earnings call: what management guided on revenue, margins and order book.

Price394
Market cap₹1.2K Cr
P/E18.6
Updated23 Aug 2026
Read4 min read

The short version

Target to reach ₹5,000 crore revenue by FY 2028-29, preponed from the initial target of 2030. The company targets a 25% growth in revenue for FY27 following a strong 35-40% growth in FY26.

From Bhagyanagar India Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Target to reach ₹5,000 crore revenue by FY 2028-29, preponed from the initial target of 2030.
  • Expected growth of approximately 35-40% for the current year and at least 25% growth for the next year (FY26).
  • Expansion plans include increasing copper recycling capacity from current 30,000 metric tons to 35,000 metric tons by February end, with potential to expand 3-4 times on existing land.
  • Growth driven by demand from AI data centers, electric vehicles (EVs), and green energy sectors, all requiring significantly more copper.
  • Value-added products are a focus area, contributing to higher margins and volume growth.
  • Global sourcing networks enhance raw material availability, supporting volume scaling.
  • Structured demerger to focus on core copper business (Tieramaet Limited) is planned to streamline growth.
  • Emphasis on strong supply chains and customer base (~500 OEMs) for sustained volume growth.

Profitability & Margins

See what Bhagyanagar India Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

- The company is expanding its scrap recycling facility capacity from 30,000 metric tons to 35,000 metric tons by February end, indicating ongoing capex in production capacity. - They have a 60-acre facility at Toopran with enough land for future expansion up to 3 to 4 times current capacity, suggesting potential for large future capital investments. - Plans to develop three land parcels, including approx. 16 lakh sq.ft residential area and commercial developments through joint ventures, indicating strategic real estate investments. - Intends to grow plastic recycling operations from current 150 tons to 500 tons per year by adding more processes and machines, signaling capex in plastic recycling technology. - Working with well-established real estate developers for joint development expected to happen before March, reflecting strategic partnerships for development. Overall, capital investment focus is on capacity expansion, plastic recycling scale-up, and real estate development.

Top-ranked in Non - Ferrous Metals

Ranked on what management guided this quarter

5x potential
1Dec.Gold Mines
Rev 2Mar 2
2Hindustan Zinc
Rev 2Mar 3
3
Rev 2Mar 3
4
Rev 2Mar 3
5
Rev 3Mar 1
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Bhagyanagar India Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript provided does not explicitly mention the current or expected order book or pending orders of Bhagyanagar India Limited. However, some relevant points that indirectly reflect on the company's business outlook and demand are: - The company has sourcing arrangements worldwide and is now in a position to choose sources to fulfill its material requirements, indicating strong demand. - Management aims to reach a turnover of ₹5,000 crore by 2028-29, suggesting a robust order pipeline. - The company has built a reputation in the market and participates actively in industry events, contributing to business growth. - Demand for value-added products and bus bars, especially for data centers and green energy sectors, is growing. - The company reported increasing realizations and volume growth, implying a healthy order flow. For specific order book or pending order figures, further information beyond the provided transcript would be required.

Bhagyanagar India Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹735 Cr, net profit ₹18 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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Frequently Asked Questions

What were Bhagyanagar India Ltd Q3 FY26 results?

Target to reach ₹5,000 crore revenue by FY 2028-29, preponed from the initial target of 2030. The company targets a 25% growth in revenue for FY27 following a strong 35-40% growth in FY26.

What is Bhagyanagar India Ltd share price analysis?

Bhagyanagar India Ltd currently shows a neutral. The stock trades at a P/E of 18.6 with a market cap of ₹1,166 Cr. Investors should review the full earnings analysis for detailed insights.

Is Bhagyanagar India Ltd planning capital expenditure?

The company is expanding its scrap recycling facility capacity from 30,000 metric tons to 35,000 metric tons by February end, indicating ongoing capex in production capacity.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.