Bhagyanagar India Limited — Investor Meet, 06-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bhagyanagar India delivered robust FY26 results: Revenue topped 2,000 Cr, PAT exceeded 50 Cr, and EBITDA surpassed 100 Cr, with Q4 being the strongest. Value-added products now form 62% of revenue. Management targets 5,000 Cr revenue in 3 years (20-25% CAGR), aiming for a sustainable 5% EBITDA margin. Growth drivers include new silver/tin bus bars for data centers and increased capacity to 35,000 MT, supported by 40 Cr CAPEX. Corporate demerger into copper and real estate is progressing to unlock value. Confident outlook on surging copper demand, recycling expertise, and diversified sourcing reduces geopolitical risks. Company plans to raise ~150 Cr this fiscal.