BEW Engineering Limited — Investor Meet, 27-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

BEW Engineering posted strong H2 FY25 revenue growth of 50.8% YoY to Rs. 83.26 Cr, led by Pharma and Specialty Chemicals, despite EBITDA falling 37.7% to Rs. 9.8 Cr on higher raw material and expenses, pulling margins to 11.8%. Full-year revenue rose 11.3% to Rs. 134.36 Cr; EBITDA and PAT declined 14.7% and 10.4%, respectively. The Rs. 80 Cr order book, mainly Filter Dryers, will complete by September. Management expects FY26 revenue of Rs. 175 Cr at ~15% EBITDA margins, targeting Rs. 300 Cr and ~20% margins by FY27 with expansion. Export growth and product innovation underpin optimism amid rising inventory and inorganic growth talks.