Bhagyanagar India Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Bhagyanagar India reported strong H1 performance: Revenue rose to 1065 Cr from 777 Cr, and EBITDA margin doubled to 3.88% (41.39 Cr) from 1.92%, with PAT at 25 Cr. This was driven by a shift to higher-margin value-added products (now 60% of sales, targeting 70%) and removed customs duty on copper scrap. Management aims for ~4% EBITDA margin and ~20% annual growth, bullish on copper demand from green energy, EVs, and AI. Strategic focus includes capacity expansion, further value-added product development, and new ventures in plastic/lead recycling, with a potential 100-150 Cr equity raise for future growth.