Bhagyanagar India Limited — PPTs, 30-01-2026: Investor Presentation

Here's a concise summary for Bhagyanagar India Limited:

1. **Business Performance:**

Bhagyanagar India delivered robust 9MFY26. Performance driven by a strategic shift to high-margin, value-added products, now 60.12% of Q3FY26 revenue.

2. **Growth Drivers or Strategy:**

Strategy: product mix transformation, capacity expansion. ₹30 Cr CAPEX planned (₹8.50 Cr spent) for value-added products/plastic recycling. Energy efficiency a key focus.

3. **Recent Developments:**

Q3FY26 launched silver-plated bus bars for AI data centers, securing USD 1.33M order (106 MT); 3-4x volume growth expected. Capacity expands from 30K MT to 35K MT in FY26, new capacity by Feb 20th.

4. **Key Financial Metrics:**

For 9MFY26, Revenue jumped 40.25% YoY to ₹1,643.30 Cr. PAT soared 235.65% YoY to ₹31.69 Cr. Operational EBITDA grew 172.69% to ₹70.0 Cr, boosting EBITDA per kg by 91.30% to ₹37.17.

5. **Management Commentary / Outlook:**

Management targets ₹5,000 Cr revenue by FY28-29. Roadmap prioritizes innovation, EV/solar PV diversification, operational excellence, and geographic expansion.