Arthneeti
B

Bhagyanagar India Ltd

Q4 FY26Non - Ferrous Metals

Bhagyanagar India Ltd Q4 FY26 Results & Concall Highlights: Capex ₹40 Cr

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹394
Market cap₹1.2K Cr
P/E18.6
Updated23 Aug 2026
Read4 min read

The short version

Bhagyanagar India Ltd targets doubling turnover to ₹5,000 crores by FY2030, implying a CAGR of 20-25% over 3-4 years. The company targets a 25% CAGR in revenue over the next 3 to 4 years, aiming to double turnover to ₹5,000 crore by 2030.

From Bhagyanagar India Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Bhagyanagar India Ltd targets doubling turnover to ₹5,000 crores by FY2030, implying a CAGR of 20-25% over 3-4 years.
  • For FY27, the company expects around 20% volume growth.
  • Copper price increases are conservatively estimated at 5% year-on-year, contributing to top-line growth.
  • Total revenue growth is a combination of volume growth (~20%) and price increase (~5%).
  • Despite supply chain challenges, volumes in Q1 FY27 are expected to be slightly lower than Q4 FY26 but still around 40% higher than Q1 last year.
  • Expansion in value-added products is planned, increasing their share from 62% to 66% by next year, enhancing margins.
  • Additional revenue streams include new AI data center products with ~10% EBITDA margin and new recycling ventures (plastic and aluminum).

Profitability & Margins

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

Capital Expenditure Plans

  • Proposed capex of approximately ₹40 crores over the next 2 years focused on capacity expansion and new ventures.
  • ₹10 crores planned for plastic recycling to process cable waste into granules and ingots for reuse in supply chain.
  • Investment in new heat recovery systems to improve fuel efficiency and reduce furnace cycle times, going live this year.
  • Expansion of manufacturing capacity from 30,000 MT to 35,000 MT completed in March 2026, with plans to increase further.
  • Development of new products like silver and tin-coated bus bars targeting AI data centers, with exports underway.
  • Real estate development potential on 4.5 acres in Upal under active consideration, pending government land transformation policy effective date.

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
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

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 provided document does not explicitly mention the current or expected order book or pending orders for BHAGYANAGAR INDIA LIMITED. However, some relevant insights related to orders and production are noted: - The company has scaled down production focusing only on critical supplies to key OEMs due to shipping delays but remains confident in maintaining EBITDA margins. - Volume in Q1 FY27 might be slightly lower than Q4 FY26 but expected to be about 40% higher than Q1 of last year. - The company has long-term tie-ups with some customers, especially in auto electricals, implying a stable base of repeat orders. - Business growth target includes doubling turnover to Rs. 5,000 crores by 2030 with a CAGR of 20-25%, suggesting a healthy future order flow. - Manufacture and supply of value-added products to around 500 customers across diverse sectors indicate a broad order base. No specific quantitative details on the order book are disclosed in the transcript.

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 →

Continue your research

What Bhagyanagar India Ltd's management said in earlier quarters

Others in Non - Ferrous Metals this season

  • Msafe Equipments Ltd (Q4 FY26)

    Overall, management expresses confidence in sustaining a 50%+ CAGR growth trajectory, implying a healthy and growing demand pipeline. Key concall takeaways…

  • National Aluminium Company Ltd (Q4 FY26)

    Alumina export, previously 40-50% to Middle East, impacted by regional disruptions; diversification to other markets ongoing. Key concall takeaways from…

  • Maan Aluminium Ltd (Q4 FY26)

    Focus on value-added products (anodizing, powder coating, machining, tubing) which command higher margins (~25% above extrusion margins). Key concall takeaways…

  • MMP Industries Ltd (Q4 FY26)

    LT Cables and Wire Rods**: Plans to invest around INR 90 crores for LT cables and INR 15 crores for wire rod over 2-3 years. Key concall takeaways from MMP…

Compare:vs Hindalco Industries Ltdvs National Aluminium Company Ltdvs Hindustan Copper Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Frequently Asked Questions

What were Bhagyanagar India Ltd Q4 FY26 results?

Bhagyanagar India Ltd targets doubling turnover to ₹5,000 crores by FY2030, implying a CAGR of 20-25% over 3-4 years. The company targets a 25% CAGR in revenue over the next 3 to 4 years, aiming to double turnover to ₹5,000 crore by 2030.

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?

Proposed capex of approximately ₹40 crores over the next 2 years focused on capacity expansion and new ventures.

Keep Bhagyanagar India Ltd on your radar — track it to get its next earnings analysis in your feed.

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.