Belrise Industries Limited — PPTs, 14-08-2026: Investor Presentation

Belrise Industries reported a strong Q1 FY27. Manufacturing revenue jumped 20% year-on-year to ₹2,197.88 Cr, driving total revenue up 13% to ₹2,546.47 Cr. Growth was primarily led by the 2-wheeler and 3-wheeler segments, up 18%, alongside a significant 69% surge in 'Other' segments.

The company's strategy focuses on strengthening its core 2-wheeler business, expanding into 4-wheeler and commercial vehicle segments, and building a portfolio of proprietary products. A key pivot is into Defense & Aerospace, backed by recent acquisitions.

Recent wins include new chassis orders in the 2W/3W space, a significant EV program for a major Indian 4W OEM, and expanding into renewable energy manufacturing. Strategic acquisitions of Hyva India's tipper business, UK-based Chester Hall, and France's SDM mark a strong entry into Defense & Aerospace.

For Q1 FY27, total revenue grew 13% YoY to ₹2,546.47 Cr. EBITDA increased 5% to ₹293.26 Cr, with margins at 11.5%. Profit After Tax (PAT) rose 9% to ₹121.67 Cr.

Management is focused on leveraging technology to expand its proprietary product portfolio. It aims to grow its 4-wheeler and commercial vehicle segment revenue by 40-45% in FY27, transitioning into a higher-value Tier-0.5 system supplier.