Bhansali Engineering Polymers Limited — PPTs, 20-07-2026: Investor Presentation

Bhansali Engineering Polymers (BEPL) delivered strong Q1 FY27 results, riding on robust demand for its specialty polymers.

1. **Business Performance:** Revenue from operations surged 53.3% YoY to ₹472.2 Cr. Profit After Tax (PAT) grew 42.9% YoY to ₹65.6 Cr, while EBITDA rose 44.5% YoY to ₹92.3 Cr. The company's products cater to diverse sectors like automobiles, consumer durables, and electronics.

2. **Growth Drivers/Strategy:** BEPL is expanding its capacity from 75,000 MTPA to 100,000 MTPA. This ₹200 Cr capex is fully funded by internal accruals, highlighting strong financial health. A strategic JV with Nippon A&L strengthens technology, focusing on high-value specialty polymers.

3. **Recent Developments:** The capacity expansion is targeted for commissioning by September 2026, with optimal utilization expected by end of FY28.

4. **Key Financial Metrics:** Q1 FY27 saw Revenue at ₹472.2 Cr (+53.3% YoY), EBITDA at ₹92.3 Cr (+44.5% YoY), and PAT at ₹65.6 Cr (+42.9% YoY).

5. **Management Outlook:** Management anticipates full utilization of the expanded capacity by FY28, capitalizing on market shifts towards specialty grades and import substitution opportunities.