Balu Forge Industries Limited — PPTs, 06-03-2025: Investor Presentation

**Financial Highlights:** Balu Forge Industries Ltd. reported a robust Q3 FY25 with revenue surging 73.91% year-on-year to ₹2,557.83 Mn, driven by strong demand for specialized products. EBITDA soared 106.95% to ₹677.00 Mn, leading to an EBITDA margin improvement from 22.24% to 26.47%. PAT jumped 134.09% to ₹590.06 Mn, reflecting a PAT margin increase to 22.24%.

**Strategic Initiatives and Growth Drivers:** The company is advancing its capacity expansion efforts with the installation of a new 7-axis machining capability. Focused on integrating new technologies for producing high-precision components, Balu Forge aims to enhance market competitiveness in critical sectors like defence and aerospace.

**Business Developments:** A Memorandum of Understanding with Swan Energy Limited has been established to form a Special Purpose Vehicle targeting high-growth industries. This aligns with Balu Forge's strategic direction towards technology-driven segments.

**Market Position and Competitive Advantage:** Balu Forge is positioned to benefit from global market shifts such as China+1 and Europe+1 dynamics. The expansion of manufacturing capabilities and strategic partnerships enhances its potential for continued growth.

**Investor Implications:** With an anticipated revenue growth of 55%-60% in FY25 and sustainable EBITDA margins of 30%-32% projected for FY26, Balu Forge presents a positive outlook for investors looking for growth in the manufacturing sector.