BMW Industries Limited convened an Investors'/Analyst Meet Conference Call (Earnings Call) on May 07, 2026, at 3:30 P.M. IST, to discuss the company's audited standalone and consolidated financial results for the fourth quarter and financial year ended March 31, 2026. The company has made the audio recording of this call publicly accessible on its official website, fulfilling its disclosure obligations under applicable regulatory frameworks.

Regulatory Disclosure and Compliance

The disclosure was made pursuant to Regulation 30(6) and Regulation 46(2) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. BMW Industries submitted the notification to the listing departments of both BSE Limited and The Calcutta Stock Exchange Limited on May 08, 2026. The filing was signed by Vikram Kapur, Company Secretary & Compliance Officer (M.No.: A9812), on behalf of BMW Industries Limited.

Key Details of the Earnings Call

The following table summarizes the key details of the conference call and associated regulatory filing:

Audio Recording Availability

In accordance with Regulation 46(2) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the audio recording of the earnings call has been uploaded to the company's official website. Stakeholders, investors, and analysts can access the recording at the following link on the BMW Industries website: bmwil.co.in/wp-content/uploads/2026/05/10042570.mp3 . This ensures transparency and broad accessibility of the company's financial communications to all market participants.

BMW Industries Limited's Board of Directors convened on May 6, 2026, and approved the audited standalone and consolidated financial results for the fourth quarter and financial year ended March 31, 2026. The board also recommended a final dividend and reappointed key auditors. The financial results were reviewed by the Audit Committee on May 5, 2026, and audited by M/s. Lodha & Co. Alongside the results, the company released its FY26 Investor Presentation, providing a comprehensive overview of its financial performance, operational highlights, and strategic growth plans. Subsequently, on May 7, 2026, the company submitted revised standalone financial results to the stock exchanges under Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, to correct inadvertent typographical and rounding-off errors identified in the Audited Statement of Standalone Cash Flow for the financial year ended March 31, 2026. The company confirmed that except for these corrections, there is no other change in the figures reported in the audited standalone and consolidated financial results, and that the financial results filed with the stock exchanges do not contain any misleading information. Further, pursuant to Regulation 30 and 47 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, BMW Industries filed the newspaper advertisement of its audited standalone and consolidated financial results on May 7, 2026, published in Business Standard (English — All Edition) and Bartaman (Bengali Edition).

Board Meeting Outcomes

The Board addressed the following key matters at their meeting:

Consolidated Financial Performance

BMW Industries reported its highest-ever quarterly and annual Profit After Tax (PAT). For Q4 FY26, the company recorded a PAT of ₹3,316 lakhs, a significant increase from ₹1,762 lakhs in Q4 FY25. Total income for the quarter rose to ₹21,574 lakhs. For the full year FY26, PAT reached ₹8,112 lakhs compared to ₹7,505 lakhs in the previous year, with total income of ₹68,002 lakhs.

Standalone Financial Results

On a standalone basis, the company reported revenue from operations of ₹66,407.42 lakhs for FY26, with total income of ₹67,878.34 lakhs. Profit for the year stood at ₹8,163.37 lakhs, with basic and diluted EPS of ₹3.63. The revised standalone cash flow statement reflects net cash flow from operating activities of ₹8,359.84 lakhs, net cash used in investing activities of ₹(23,331.07) lakhs, and net cash from financing activities of ₹15,258.04 lakhs, resulting in a net increase in cash and cash equivalents of ₹286.81 lakhs for the year ended March 31, 2026. Cash and cash equivalents at the end of the year stood at ₹451.00 lakhs.

Multi-Year Financial Summary

The investor presentation provided a multi-year view of the company's financial performance, highlighting consistent growth in operating income and profitability. The following table summarises key Profit & Loss metrics across recent financial years (all figures in ₹ Lakhs):

Revenue Breakup

The company's revenue is diversified across multiple business segments. The segment-wise revenue breakdown (in ₹ Lakhs) is as follows:

Balance Sheet & Key Ratios

On a consolidated basis, total assets grew to ₹1,29,056 lakhs as at March 31, 2026, from ₹1,01,555 lakhs in the previous year. Total equity (Net Worth) stood at ₹80,400 lakhs. Net Debt stood at ₹36,382 lakhs as of March 31, 2026, with a Net Debt/Equity ratio of 0.45. The balance sheet summary and key financial ratios are presented below (all figures in ₹ Lakhs unless stated):

Operational Highlights

The investor presentation detailed the company's installed capacities and production volumes across its legacy business segments as of March 2026:

The Pipes & Tubes capacity was progressively expanded during the year — from 5,34,000 MT to 6,00,000 MT in Q1 FY26 (commissioned May 2025), and further to 7,32,000 MT in Q4 FY26 (commissioned March 2026), bringing total commissioned tube capacity to 7,32,000 TPA.

Strategic Developments & Bokaro Expansion

Commenting on the results, Mr. Ram Gopal Bansal, Chairman, highlighted the commencement of the Greenfield Downstream Steel Complex at Bokaro, with Phase 1 expected to be commissioned in Q1 FY27. The total project cost stands at ₹803 crore, with total capex of ₹252.7 crore deployed as of March 31, 2026 — comprising ₹109.2 crore of internal accruals and ₹143.5 crore of debt drawdown. The company has tied up ₹500 crore in debt from a consortium led by SBI, HDFC Bank, and Yes Bank to fund the expansion. The Bokaro facility is qualified under the PLI 1.1 Scheme for the Coated/Plated Steel category, enabling performance-linked incentives on sales up to FY29, and also benefits from Jharkhand's Industrial & Investment Promotion Policy, including capital subsidies, SGST reimbursements, and power-duty incentives.

The future installed capacities at the Bokaro facility are outlined below:

The company also entered a strategic partnership with Indian Oil Corporation Limited for the supply of Piped Natural Gas (PNG) at the Bokaro facility to support sustainable operations. On the ESG front, BMW Industries has installed solar panels across its facilities to reduce its carbon footprint, achieved zero liquid discharge at all plants, and has planted 5,000 out of a targeted 10,000 trees at its factory premises.