Baheti Recycling Industries Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Baheti Recycling reported its highest H1 FY26 profit, with sales over INR 315 crore, up 22%. PAT margin stood at 3%, with management targeting 3.5-4% in Q3/Q4 and 8-10% EBITDA. A new 12,500 MTPA aluminum wire rod facility (expandable to 25,000 MTPA) is planned for H2 FY27 with a INR 30 crore capex, aiming for INR 200-250 crore revenue and better margins. Existing capacity is expanding to 38,000 tons. IATF certification now enables direct access to OEMs, attracting new clients. Management is confident in growth driven by expansion, new products, and regulatory tailwinds like EPR.