Earnings call · Apr–Jun 2026
Belrise Industries Limited
Apr–Jun 2026 saw revenue growth of 13% from a year earlier to ₹2,547 crore with manufacturing revenue up 20%, driven by new order wins across two-wheelers, commercial vehicles, aerospace & defense & renewable energy. The company raised ₹1,700 crore via QIP to fund inorganic growth & acquired Hyva India's tipper business to expand commercial vehicle capabilities.
The full notes: the guidance, numbers & KPIs, strategy, outlook, risks, what analysts asked.
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From the company
- Shrikant BadveManaging Director
- Swastid BadveGeneral Manager
- Sumedh BadvePresident (Strategy)
- Rahul GanuChief Financial Officer
- Sunil KulkarniChief Marketing Officer
Questions came from
- Vipul AgrawalHSBC Securities
- Nitij MangalJefferies
- Divyansh JajuTrinetra Asset Managers
- ShubhamInvestec
- Nitin AgarwalJM Financial
- Ashwin PatilLKP Securities
Topics in this call
Opening remarks
Shrikant BadveManaging Director
Good morning, everyone and thank you for joining us today to discuss Belrise Industries financial results for the first quarter of FY2027. On the call today, I have with my sons, Sumedh and Swastid, along with our CFO, Mr. Rahul Ganu, our CMO, Mr. Sunil Kulkarni, and SGA, our investor relations advisors.
We entered FY27 carrying forward the momentum we built through last year and I am pleased to say Q1 has been an eventful quarter for us. We strengthened our balance sheet through a capital raise, added a high-quality business to our commercial vehicle portfolio, made further progress on our energy and aerospace and defense platform, and continued to win marquee new business across our core segments.
Read the whole call: 133 paragraphs, 7 analysts' questions with every answer, 5 marked passages.
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