Bhagyanagar India Ltd
Bhagyanagar India Q4 FY26: Capex ₹40 Cr
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Bhagyanagar India Ltd targets a 20-25% CAGR in sales over the next 3-4 years, aiming to double turnover to ₹5,000 crores by 2029-30. Targeting a 25% CAGR in top-line growth 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 a 20-25% CAGR in sales over the next 3-4 years, aiming to double turnover to ₹5,000 crores by 2029-30.
- FY27 volume growth is expected at around 20%, with value growth depending on market conditions.
- Price growth is conservatively estimated at 5% year-on-year for copper prices.
- Revenue growth will be mainly volume-driven with some contribution from price hikes.
- The company expects Q1 volumes in FY27 to be slightly lower than Q4 FY26 but still about 40% higher than Q1 of the previous year.
- Expansion plans include capacity increase from 30,000 to 35,000 metric tonnes, with further capacity growth planned.
2 more points management made on revenue & sales performance
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 allocated specifically for a plastic recycling project to process cable waste into granules and ingots.
- Investment in new heat recovery systems to increase fuel efficiency and decrease cycle times on furnaces, going live this year.
- Capacity increased from 30,000 to 35,000 metric tonnes in March 2026, with plans for further increases.
- Expansion into new products such as silver and tin-coated bus bars for AI data centers and exports.
2 more points management made on capital expenditure plans
Top-ranked in Non - Ferrous Metals
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 Bhagyanagar India Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcript does not provide specific details on the current or expected order book or pending orders for Bhaghyanagar India Limited.
- However, the company expressed confidence in volume growth despite supply chain challenges in Q1, expecting volumes to be higher than Q1 of the previous year (40% higher than 485 crores).
- Emphasis is on maintaining strong EBITDA margins (~5%) and doubling turnover to 5,000 crore in 3-4 years with a CAGR of 20-25%.
2 more points management made on order book & pipeline
Bhagyanagar India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹735 Cr, net profit ₹18 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Bhagyanagar India Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Bhagyanagar India Ltd Q4 FY26 results?
Bhagyanagar India Ltd targets a 20-25% CAGR in sales over the next 3-4 years, aiming to double turnover to ₹5,000 crores by 2029-30. Targeting a 25% CAGR in top-line growth 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.
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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.