Belrise Industries Limited — Investor Meet, 07-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Belrise Industries reported Q3 FY26 revenue of INR2,340.5 Cr (+8% YoY), EBITDA of INR286.9 Cr (+10% YoY), and PAT of INR126.8 Cr (+26% YoY). The company announced the merger of promoter entities Badve Autocomps and Eximius Infra Tech, expected to significantly boost market share in 2-wheeler plastic components to 25%, increase content per vehicle, and drive efficiencies. This strategic merger is seen as value-accretive, adding an incremental INR1,000 Cr in revenue. Belrise also expanded into defense and aerospace through the acquisition of French aerospace firm SDM and a partnership with Israel's Plasan Sasa. Management expresses confidence in outperforming the 2-wheeler industry and projects new verticals will drive future growth.