Belrise Industries Limited — PPTs, 12-08-2025: Investor Presentation

Here is the summary of Belrise Industries' latest investor presentation:

**Financial Highlights:**

Belrise Industries reported robust Q1 FY26. Revenue from operations jumped 27% YoY to ₹2,262.2 Cr, with manufacturing revenue up 29% to ₹1,832.3 Cr. Profit After Tax (PAT) surged 56% to ₹111.7 Cr, enhancing PAT margin. EBITDA grew 17% to ₹280.5 Cr. ROACE improved to 14.4%. #Q1FY26

**Strategic Initiatives & Growth Drivers:**

Expanding 2W market presence via plant ramp-ups & e-2W OEM agreements. Growth in 4W/CV from H-One India integration & M&HCV orders, boosting content per vehicle. Developing proprietary products positions Belrise as a Tier-0.5 system supplier. #GrowthDrivers

**Business Developments:**

Acquisitions of H-One India & Mag Filters boosted capabilities & customer base. The company also secured maiden orders from Indian & Israeli defense OEMs. #BusinessUpdates

**Market Position & Competitive Advantage:**

Belrise leads Indian auto components with 24% of the 2W metal market. Its 73% powertrain-agnostic portfolio, 18 integrated facilities, and tech-driven operations provide a strong competitive edge. #MarketLeader

**Investor Implications:**

Solid Q1 results & strategic focus on high-growth, higher-value segments (EV-agnostic, proprietary products) signal positive growth potential. Acquisitions & vertical integration further fortify market standing. #InvestorInsights