India · Delayed Price · Currency is INR 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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Q3 FY26 saw record sales and strong growth, with specialty wires and capacity expansions driving higher margins and market share. Free cash flow and ROC targets are on track, and no material impact is expected from GST or fire incidents.
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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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Q1 FY26 saw record sales volume, 15% revenue growth, and strong cash flow, with a 30% annual volume growth target. Margins are expected to dip short-term due to market share expansion, but backward integration and specialty wires will drive recovery from FY28.
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.