Bansal Wire Industries Earnings Call Transcripts
Fiscal Year 2026
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Strong FY 2026 performance with 19% revenue and 17% EBITDA growth, despite geopolitical and gas disruptions. Capacity expanded to 680,000 tons, with a stable product mix and robust automotive demand. Guidance for 20% growth and INR 150-200 crore CapEx maintained.
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Record Q3 sales and robust year-to-date growth were driven by strong demand and new specialty wire launches. EBITDA and net profit rose, with improved cash flows and a positive outlook for margin expansion and capacity utilization. Specialty wires and B2C sales are set to boost future profitability.
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Achieved record revenue and EBITDA for Q2 FY26, with strong volume growth and improved cash flow. Specialty wire and B2C segments are driving higher margins, while focus remains on core business and ROCE improvement. PAT growth was impacted by higher depreciation from recent CapEx.
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Record Q1 sales and strong cash flow marked a robust start to FY26, with 15% revenue and 24% net profit growth year-over-year. Specialty wire ramp-up and backward integration are set to drive future margins, despite a temporary margin dip as market share expands.
Fiscal Year 2025
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Revenue and profit surged in FY25, with strong demand and capacity expansion driving growth. Margins are expected to normalize in FY26 as product mix shifts, while significant CapEx and backward integration are set to support future growth and market share gains.
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Q3 FY25 saw revenue up 53% YoY and net profit up 172% YoY, driven by strong demand, consolidation, and the launch of specialty wire products. Capacity expansions and backward integration are underway, with robust outlook and margin improvements expected.