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Latest filing: 2026-09-11 13:40
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Behari Lal Engg Q1 FY27 Call: Targets 70% High-Value Mix, ₹80 Cr FY Capex Underway
Behari Lal Engineering released the transcript of its maiden earnings call post-listing for Q1 FY27. Revenue reached ₹151.7 crore (up 18% YoY) with EBITDA of ₹29.7 crore (19.6% margin) and PAT of ₹19.2 crore. The company reported an order book of ₹162 crore (13,138 tons) as of June 30, with high-value products accounting for 60.4% of revenue. Management outlined an ₹80 crore total capex plan for the year (₹5 crore spent in Q1) to scale up melting and higher-margin ICDP/HSS roll capabilities, aiming to lift high-value product share to 70%.
Confidence: HIGH
What changedSubmission of the company's first post-listing earnings conference call transcript, providing quantitative operational metrics and forward-looking mix targets.
Why it mattersDemonstrates strong margin expansion driven by product mix shifting to high-value rolls and castings rather than commodity tonnage, backed by an active ₹80 crore capex program.
Q1 FY27 Revenue: ₹151.7 croreQ1 FY27 PAT: ₹19.2 croreOrder Book (as of Jun 30): ₹162 croreFY Capex Target: ₹80 croreHigh-Value Product Mix Target: around 70%
📅 Short termProvides clarity on healthy order backlog and execution momentum; operating margins should remain supported by higher realization orders (~₹1.2 lakh/ton).
📈 Long termTransition toward high-margin ICDP and HSS rolls combined with expanded melt shop capacity positions the company for margin expansion toward a targeted 70% high-value product mix.
⚠ Risk flags
- Capex execution risk with ₹75 crore remaining to be spent over three quarters
- Sensitivity to recycled scrap input pricing
Key Highlights
Q1 FY27 revenue grew 18% YoY to ₹151.7 crore, with EBITDA at ₹29.7 crore and PAT at ₹19.2 crore
High-value products contributed 60.4% of total revenue in Q1, with an EBITDA per ton of ~₹13,500
Order book stood at ₹162 crore (13,138 tons) as of June 30, priced at ~₹1.2 lakh per ton
Total capex targeted for the full year is ₹80 crore, with ₹5 crore spent in Q1 and ₹75 crore planned over the remaining three quarters
Debt-to-equity ratio remained conservative at 0.03 with ₹52 crore cash as of June 30
👀 What to Watch
Track the deployment of the remaining ₹75 crore capex across Q2-Q4 FY27 and monitor if high-value product mix and EBITDA per ton sustain above 60% and ₹13,500 respectively.
BLEL Reports Q1 FY27 Revenue of ₹151.7 Cr, Up 18% YoY; PAT Up 24.5% to ₹19.2 Cr
In its first quarterly report post-listing, Behari Lal Engineering Limited (BLEL) posted revenue from operations of ₹151.7 Cr for Q1 FY27, up 18.0% YoY. PAT rose 24.5% YoY to ₹19.2 Cr with a margin of 12.7%, while operating EBITDA expanded to ₹27.56 Cr. The share of high-value products reached 60.4% of revenue, supporting an EBITDA per MT of ₹13,457. The company's confirmed order book stood at ₹162 Cr as of June 30, 2026, offering healthy near-term revenue visibility.
Confidence: HIGH
What changedBLEL released its inaugural post-listing investor presentation detailing operational and financial performance for Q1 FY27.
Why it mattersDemonstrates sustained margin expansion driven by a shift toward high-value products (60.4% share) and high capacity utilization (90.5%).
Revenue from Operations (Q1 FY27): ₹151.67 CrPAT (Q1 FY27): ₹19.2 CrOrder Book (as of Jun 30, 2026): ₹162 CrIPO Fresh Issue Proceeds: ₹93 CrSales Volume: 22,095 MT
📅 Short termMarket sentiment is likely to remain positive on robust Q1 volume growth and healthy order book visibility.
📈 Long termLong-term performance hinges on timely commercialisation of capacity expansions funded by the ₹93 Cr IPO proceeds and increasing higher-margin product sales.
⚠ Risk flags
- Raw material price volatility inherent in the steel and scrap industry
- Customer and sector concentration, with automotive and infrastructure accounting for over 59% of revenue
Key Highlights
Revenue from operations grew 18.0% YoY and 15.6% QoQ to ₹151.7 Cr
PAT reached ₹19.2 Cr, expanding 24.5% YoY with a net margin of 12.65%
Sales volume stood at 22,095 MT (up 13.4% YoY) with capacity utilisation at 90.5%
Order book stood at ₹162 Cr as of June 30, 2026
Proceeds from the recent ₹93 Cr IPO fresh issue are earmarked for capacity expansion
👀 What to Watch
Track the deployment timeline of the ₹93 Cr fresh issue proceeds into facility expansions and monitor order book execution in Q2 FY27.
Q1 FY27 PAT Rises 24.5% YoY to ₹191.94 Mn; Revenue Up 18% to ₹1,516.74 Mn
Behari Lal Engineering reported its maiden quarterly results following its listing on August 19, 2026. For the quarter ended June 30, 2026, revenue from operations grew 18.0% YoY to ₹1,516.74 million compared to ₹1,284.96 million in Q1 FY26. Net profit rose 24.5% YoY to ₹191.94 million against ₹154.22 million in the year-ago quarter, delivering an EPS of ₹4.92. Sequentially, PAT moderated 10.3% from ₹213.86 million in Q4 FY26 despite a 15.6% QoQ top-line expansion.
Confidence: HIGH
What changedBehari Lal Engineering declared its first post-listing quarterly financial results (Q1 FY27) and approved the appointment of secretarial auditors for FY 2026-27.
Why it mattersDemonstrates robust double-digit YoY top-line and earnings growth as the newly listed steel and engineering company begins its public reporting cycle.
Revenue from Operations (Q1 FY27): ₹1,516.74 MnNet Profit (Q1 FY27): ₹191.94 MnBasic & Diluted EPS (Q1 FY27): ₹4.92IPO Fresh Issue Shares: 32,63,157 sharesIPO Issue Price: ₹285 per share
📅 Short termSolid YoY earnings expansion may support market sentiment in the newly listed stock, though QoQ profit softening could moderate near-term exuberance.
📈 Long termLong-term performance will depend on the deployment of IPO fresh proceeds towards stated objects and maintaining volume growth in iron and steel products.
⚠ Risk flags
- Input cost volatility impacting margins
- Comparative figures for preceding periods (Q1 FY26 and Q4 FY26) were not subjected to limited review by auditors
Key Highlights
Revenue from operations grew 18.04% YoY to ₹1,516.74 million in Q1 FY27 vs ₹1,284.96 million in Q1 FY26
Net profit after tax increased 24.46% YoY to ₹191.94 million (EPS of ₹4.92) vs ₹154.22 million in Q1 FY26
Profit before tax stood at ₹257.54 million compared to ₹209.44 million in Q1 FY26 and ₹264.71 million in Q4 FY26
Post-quarter IPO comprised a fresh issue of 32,63,157 equity shares at ₹285 per share, listing on August 19, 2026
Board approved appointment of M/s. Reecha Goel and Associates as Secretarial Auditor for FY 2026-27
👀 What to Watch
Track subsequent reporting periods for updates on the actual utilization of IPO proceeds and monitor EBITDA margin sustainability amid raw material price fluctuations.
