BMW Ventures Limited — PPTs, 13-08-2026: Investor Presentation

Here's a summary of the BMW Ventures Limited investor presentation, tailored for retail investors:

**Business Performance:**

BMW Ventures saw strong Q1 FY27 performance with revenue jumping 26% YoY to ₹608.9 Cr. Profit after tax (PAT) also surged 32% YoY to ₹10.6 Cr. This growth was primarily driven by a robust 40% YoY increase in TMT bars sales, the company's core product, and an impressive 118% YoY growth in the fabrication business.

**Growth Drivers or Strategy:**

The company is strategically expanding its value-added offerings by venturing into contract manufacturing for PVC pipes. It's also strengthening its TMT business through forward integration into bore piling and ready-built steel products, aiming for margin uplift on select orders. The fabrication business is a key focus, with targets to significantly increase its EBITDA contribution.

**Recent Developments:**

BMW Ventures has entered contract manufacturing for PVC pipes by partnering with Prayag Pipes. It has also strengthened its TMT business by integrating bore piling and ready-built steel products.

**Key Financial Metrics:**

Q1 FY27 revenue grew 26% YoY to ₹608.9 Cr. PAT grew 32% YoY to ₹10.6 Cr. EBITDA saw an 8% YoY increase to ₹20.7 Cr. Full year FY26 revenue was ₹2,278.2 Cr, up 10% YoY, with PAT at ₹37.5 Cr, up 14% YoY. Net debt to equity improved significantly to 0.6x from 2.0x.

**Management Commentary / Outlook:**

Management is targeting over 15% YoY revenue growth and 20-25% YoY net profit growth in the coming quarters. The fabrication business is expected to become a significant contributor to EBITDA in FY27. The company is also exploring real estate opportunities to monetize land parcels, expecting developments by Q2-end, and prioritizing cash conversion improvements.