Belrise Industries Limited — Investor Meet, 21-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Belrise Industries reported Q1 FY27 revenue up 13% YoY to 2,546.5 Cr, with manufacturing revenue up 20% to 2,197.9 Cr. EBITDA increased 5% YoY to 293.3 Cr (11.5% margin), and PAT grew 9% YoY to 121.7 Cr. Management believes raw material cost pressures are behind them, with pass-throughs expected to support stable EBITDA margins for FY27.

The company is strategically deploying 1,700 Cr from its QIP, focusing on inorganic growth in aerospace and 4W/CV segments. Key wins include a 65 Cr annual revenue chassis system order for a 2W/3W OEM (totaling 200 Cr run rate from this OEM) and a 150 Cr peak annual revenue renewable energy manufacturing expansion. The Hyva India acquisition strengthens the CV portfolio and advances the shift to a Tier 0.5 systems supplier. Belrise eyes aerospace to reach 10% of manufacturing revenue medium-term, leveraging India's cost and talent advantages. The trading business saw a temporary dip due to the Middle East situation. Management is confident in its diversified growth strategy and operational execution.