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Latest filing: 2026-08-18 16:10
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Baroda Extrusion Holds Maiden Concall: Q1 PAT at ₹2.64 Cr (+200% YoY), Details Expansion Plans
Baroda Extrusion Limited (BEL) hosted its inaugural investor earnings call on August 13, 2026, marking 35 years in operations. For Q1, the company reported revenue from operations of ₹47.90 crore (up 25.9% YoY from ₹38.05 crore) and PAT of ₹2.64 crore (up 200% YoY from ₹0.88 crore), with EBITDA surging 238% YoY to ₹3.68 crore. Management highlighted its virtually debt-free status, 5 BIS licenses, and an active base of over 700 customers. Management is evaluating the addition of a heavy capacity hydraulic extrusion press to expand value-added copper and copper alloy manufacturing.
Confidence: HIGH
What changedFiling of the transcript from the company's first-ever earnings call discussing Q1 operational performance and expansion strategy.
Why it mattersProvides increased transparency and sets a growth roadmap targeting electrical infrastructure, EV, and data center demand without overleveraging the balance sheet.
Q1 Revenue from Operations: ₹47.90 crQ1 EBITDA: ₹3.68 crQ1 PAT: ₹2.64 crEBITDA Growth YoY: 238%Customer Base: >700BIS Licenses: 5
📅 Short termIncreased visibility from the company's first concall and robust Q1 profit growth are likely to support market sentiment.
📈 Long termLong-term scaling depends on disciplined execution of proposed extrusion press capex and capturing value-added copper product demand in power and industrial sectors.
⚠ Risk flags
- Raw material (copper) price volatility impacting working capital
- Execution and financing risk on future capex additions
Key Highlights
Q1 revenue reached ₹47.90 crore compared to ₹38.05 crore in the prior-year period
Q1 PAT rose 200% YoY to ₹2.64 crore from ₹0.88 crore, while EBITDA surged 238% YoY to ₹3.68 crore
Company serves over 700 customers with 5 BIS licenses across solid, hollow, and customized copper sections
Management evaluating installation of a heavy capacity hydraulic extrusion press to drive higher-margin alloy products
👀 What to Watch
Track formal board approvals and capex announcements regarding the proposed heavy hydraulic extrusion press, along with margin sustainability in upcoming Q2 results.
Baroda Extrusion plans Rs 25-30 Cr capex to expand capacity to 6,000 MTPA
Baroda Extrusion has announced a significant growth phase with a planned capital expenditure of Rs 25-30 Cr to increase its copper extrusion capacity from 3,600 MTPA to 6,000 MTPA. The company reported an unexecuted order book of Rs 20 Cr as of July 2026, which is approximately 11% of its TTM revenue. For Q1 FY27, the company achieved a revenue of Rs 47.91 Cr, marking a 25.87% YoY growth. The expansion will be supported by an existing 20 lakh sq. ft. land bank and a strengthened balance sheet with a Debt-to-Equity ratio of 0.06x.
Confidence: HIGH
What changedThe company has transitioned from a debt-reduction phase to a formal growth phase, committing to a specific capex amount and capacity target.
Why it mattersA 66% capacity expansion allows the company to scale its current Rs 183 Cr revenue base by targeting high-growth sectors like EVs, renewables, and data centers, leveraging its high 56% ROCE.
Planned Capex: Rs 25-30 CrTarget Capacity: 6,000 MTPAOrder Book (July 2026): Rs 20 CrQ1 FY27 Revenue: Rs 47.91 CrCapex vs Market Cap: ~16%Debt-to-Equity (FY26): 0.06x
📅 Short termThe stock may see positive sentiment due to the clear growth roadmap and the visibility provided by the Rs 20 Cr order book for the current quarter.
📈 Long termStructural growth is possible if the company successfully executes the 6,000 MTPA expansion and maintains its efficiency metrics in a competitive copper products market.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk of the planned capacity expansion
- Volatility in global copper prices impacting input costs
- Working capital management as volumes scale
Key Highlights
Planned capex of Rs 25-30 Cr focused on plant and machinery expansion
Targeting a 66% increase in capacity from 3,600 MTPA to 6,000 MTPA
Unexecuted order book of Rs 20 Cr as of end-July 2026
Q1 FY27 revenue grew 25.87% YoY to Rs 47.91 Cr
Debt reduction of nearly 90% over the last 2 years, resulting in 0.06x D/E ratio
👀 What to Watch
Investors should monitor the timeline for the Rs 25-30 Cr capex deployment and the subsequent ramp-up in capacity utilization from the current 80% level. Watch for the impact of copper price volatility on the 5.51% PAT margin.
₹2.64 Cr Q1 PAT: Baroda Extrusion Reports 200% YoY Profit Growth; Revenue Up 26%
Baroda Extrusion Ltd reported a strong year-on-year performance for Q1 FY27, with revenue from operations rising 25.9% to ₹47.91 Cr compared to ₹38.06 Cr in Q1 FY26. Net profit surged 200% YoY to ₹2.64 Cr, up from ₹0.88 Cr, although it saw a sequential decline of 14.3% from the March 2026 quarter. The company also announced the appointment of Mrs. Meera Kanugo as a Whole-time Director for a five-year term. Raw material costs remain the dominant expense, consuming approximately 96% of the quarterly revenue before inventory adjustments.
Confidence: HIGH
What changedThe company has transitioned into the new financial year with significant YoY growth in profitability and has strengthened its board with a new Whole-time Director appointment.
Why it mattersThe triple-digit YoY profit growth indicates improved operational leverage or better product mix compared to the previous year, which is critical for a small-cap company with a ₹156 Cr market cap.
Q1 Revenue: ₹47.91 CrQ1 Net Profit: ₹2.64 CrYoY PAT Growth: 200%Q1 Revenue vs TTM Revenue: ~26.2%Raw Material Cost: ₹46.20 Cr
📅 Short termThe stock may see positive sentiment in the short term due to the substantial YoY profit jump, though the sequential (QoQ) decline in revenue and profit may lead to some consolidation.
📈 Long termLong-term growth depends on the company's ability to utilize its 3,600 MTPA capacity effectively and manage the volatility of imported raw materials in the competitive copper extrusion market.
⚠ Risk flags
- High raw material cost concentration
- Sequential (QoQ) decline in revenue and profit
- Sensitivity to global copper price volatility
Key Highlights
Revenue from operations grew 25.9% YoY to ₹47.91 Cr from ₹38.06 Cr.
Net profit increased 200% YoY to ₹2.64 Cr, compared to ₹0.88 Cr in the year-ago period.
Earnings Per Share (EPS) rose to ₹0.136 from ₹0.06 YoY.
Raw material consumption stood at ₹46.20 Cr, representing a significant portion of the cost structure.
Mrs. Meera Kanugo appointed as Whole-time Director for a 5-year tenure starting August 12, 2026.
👀 What to Watch
Investors should monitor the sustainability of these margins given that raw material costs are highly sensitive to global copper prices. The upcoming Annual General Meeting on September 24, 2026, will be a key event for further strategic clarity.
Baroda Extrusion Q1 PAT jumps 200% YoY to ₹2.64 Cr; Revenue up 26% to ₹47.91 Cr
Baroda Extrusion reported a strong year-on-year performance for Q1 FY27, with revenue from operations rising 25.9% to ₹47.91 Cr compared to ₹38.06 Cr in Q1 FY26. Net profit surged 200% YoY to ₹2.64 Cr, up from ₹0.88 Cr, although it saw a sequential decline from Q4 FY26's ₹3.08 Cr. The company's EPS improved to ₹0.136 from ₹0.06 YoY. Additionally, the board appointed Mrs. Meera Kanugo as a Whole-time Director for a five-year term, subject to shareholder approval.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results showing significant YoY growth and announced the appointment of a new Whole-time Director.
Why it mattersThe sharp increase in profitability relative to revenue growth suggests improved operational efficiency or a better product mix, which is significant for a small-cap company with a ₹156 Cr market capitalization.
Revenue (Q1 FY27): ₹47.91 CrPAT (Q1 FY27): ₹2.64 CrYoY Revenue Growth: 25.9%YoY PAT Growth: 200%Q1 Revenue vs TTM Revenue: 26.2%
📅 Short termThe stock may see positive sentiment in the short term due to the strong YoY earnings growth and margin expansion reported for the June quarter.
📈 Long termLong-term growth depends on the company's ability to scale its 3,600 MTPA capacity and successfully target high-growth sectors like automotive and defense as outlined in its strategy.
⚠ Risk flags
- Related-party appointment (Director is spouse of MD)
- Sensitivity to global copper price volatility
- Sequential decline in PAT compared to Q4 FY26
Key Highlights
Revenue from operations grew 25.9% YoY to ₹47.91 Cr in Q1 FY27.
Net Profit (PAT) increased by 200% YoY to ₹2.64 Cr from ₹0.88 Cr.
Earnings Per Share (EPS) rose to ₹0.136 from ₹0.06 in the year-ago quarter.
Appointment of Mrs. Meera Kanugo as Whole-time Director for a 5-year tenure starting August 12, 2026.
35th Annual General Meeting (AGM) scheduled for September 24, 2026.
👀 What to Watch
Investors should monitor the sustainability of these improved margins in upcoming quarters and watch for any impact of global copper price volatility on raw material costs. The upcoming AGM on September 24, 2026, will be a key event for shareholder approvals.
