Belrise Industries Limited — Investor Meet, 19-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Belrise Industries (BELRISE) reported solid Q1 FY26 results. Total Revenue rose 21% YoY to ₹2,262.2 Cr, with Manufacturing Revenue up 29% to ₹1,832.3 Cr. EBITDA stood at ₹280.5 Cr (12.4% margin), consistent with FY25. Net debt reduced significantly to ₹769.8 Cr after repaying ₹1,596 Cr from IPO proceeds.

Key operational strides include commissioning a new Chennai plant, securing a maiden M&HCV order for long members, signing a GPC with a top EV 2W OEM, and commencing patented braking system production. BELRISE is actively expanding into defense and transitioning to a Tier 0.5 system supplier. Management is confident in future growth.