Baheti Recycling Industries Limited · NSE:BAHETI
Baheti Recycling Industries — H1 FY2027 Earnings Presentation
30 slides from Baheti Recycling Industries's earnings presentation, Nov 2, 2026
Slide 1: Submission of Investor Presentation to NSE
Date: 02/11/2026 To, The Listing Department, The National Stock Exchange Limited, Exchange Plaza, Bandra Kurla Complex, Bandra (E), MUMBAI – 400051 Dear Sir/Madam, Sub: Submission of Investor Presentation Ref: NSE Symbol BAHETI; ISIN- INE029Q01017 This has reference to Regulation 30(6) read with Par
Slide 2: Investor Presentation H1 FY2026-27
BAHETI RECYCLING INDUSTRIES LIMITED INVESTOR PRESENTATION H1 FY2026-27
Slide 3: From the MD's Desk
FROM THE MD’S DESK H1 FY27 has been a strong start for Baheti Recycling Industries Limited, reflecting the progress we have made in expanding our operations, increasing customer relationships and improving profitability. Revenue from operations grew by 67.69% YoY to ₹528.47 crores, while EBITDA incr
Slide 4: Company Snapshot
COMPANY SNAPSHOT We are in the business of pioneering sustainable metal scrap and recycling solutions, backed by over seven decades of experience as we transform metal recycling in India and globally. 7+ Decades 10+ 37%/21.61% Rich Industry Experience Industrial Applications ROE/ROCE(H1FY27) 22,976.
Slide 5: Financial Highlights
FINANCIAL HIGHLIGHTS H1FY27 61.53 724.58 27.06 528.47 42.37 19.08 524.3 40.86 18 429.34 7.02 20.43 FY24 FY25 FY26 H1FY27 FY24 FY25 FY26 H1FY27 FY24 FY25 FY26 H1FY27 Revenue (₹ Cr.) EBITDA (₹ Cr.) PAT (₹ Cr.) 4
Slide 6: Capacity and Total Capacity Utilization
FINANCIAL HIGHLIGHTS FY2026-27 Capacity & Production (MT) Capacity (MT) Aluminium Alloy Ingots Aluminium Deox Total Actual Production (MT) 40K 30K 20K 10K 0 FY21 FY22 FY23 FY24 FY25 FY26 FY27 Total Capacity Utilization (%) Total Capacity Utilization (%) 100% Total Capacity Utilization (%) 80% 92.10%
Slide 7: Mainboard Migration
MAINBOARD MIGRATION WE ARE HAPPY TO ANNOUNCE THAT BAHETI RECYCLING INDUSTRIES LIMITED has received in-principle approval from both NSE and BSE for its proposed migration from the NSE Emerge SME Platform to the Main Board of NSE and BSE. The effective date of migration and commencement of trading on
Slide 8: Capacity Expansion - Wire Rods
CAPACITY EXPANSION- WIRE RODS To be live by Q4FY27 PHASE 1 PHASE 2 12,500MT 25,000MT Investment Annual Revenue Potential Incremental Operating (Phase 1) (Full Capacity) Margins from total capacity ₹20-25Cr. ₹500Cr. 1-2% 7
Slide 9: About Baheti Recycling
ABOUT BAHETI RECYCLING 8
Slide 10: About Baheti Recycling
ABOUT BAHETI RECYCLING Incorporated in 1994, we are a pure-play Aluminium Recycling company, primarily engaged in processing Aluminium based metal scrap to manufacture Aluminium alloys in the form of Ingots and Aluminium de-ox alloys which takes shape of cubes, ingots, shots & notch bars. Our recycl
Slide 11: Product Portfolio
PRODUCT PORTFOLIO Recycled Aluminium Solutions Aluminium Cubes Precision-engineered dimensions with advanced corrosion protection for consistent Aluminium Alloy Ingots performance. Superior corrosion resistance meets exceptional moldability Aluminium Ingots for seamless Dimensional precision manufac
Slide 12: One Metal - Multiple Lives - Endless Possibilities
ONE METAL-MULTIPLE LIVES-ENDLESS POSSIBILITIES Manufacturing of Aluminium Products Primary aluminium is processed into lightweight and durable products, widely used in MULTIPLE industries due to their Primary Aluminium Production strength, corrosion resistance and recyclability. Creation of Aluminiu
Slide 13: Industrial Application
INDUSTRIAL APPLICATION The company has strategized and is well postioned to set up a Cables & capacity for Aluminium Wire Rods in FY27 Wires Pursuing aerospace sector certifications and regulatory approvals Aerospace Aerospace through ongoing compliance and due diligence processes Pistons Pistons Pi
Slide 14: Marquee Clientele
MARQUEE CLIENTELE ENERGY, POWER & ELECTRICALS ENGINEERING & MANUFACTURING STEEL & METAL CHEMICALS & DIVERSIFIED AUTOMOTIVE 13
Slide 15: Manufacturing Facility
MANUFACTURING FACILITY Where Quality Takes Shape BAHETI’S MANUFACTURING 5 2.5 38,000MT 60.46% EXCELLENCE Acres of Acres of Production Capacity Total Land New capacity incoming Capacity (FY26) Utilization (FY26) 8 7 OUR EXISTING MACHINERY Furnaces of Electric Furnaces of 300KGs/each 700KGs/each 2 NEW
Slide 16: Growth Drivers
GROWTH DRIVERS Premium Product Mix We are increasing production of high-margin specialty products that deliver stronger value to customers and meaningfully improve our utilisation and EBITDA/tonne. Production Capacity Expansion Policy and EPR Tailwinds We are replacing traditional furnaces with mode
Slide 17: Way Forward: 2028
WAY FORWARD: 2028 Diversifying our Product Portfolio by addition of new products and verticals in 1 our Core portfolio. This expansion helps us capture new market opportunities while leveraging our existing capabilities and expertise. We have revised our FY28 revenue guidance Scaling up Cash Flows b
Slide 18: High Entry Barrier
HIGH ENTRY BARRIER Clientele Metal Scrap Legacy Financials Compliance Customer Scrap Sourcing Importance of Working Capital Regulatory Relationships Network Legacy, Brand Trust, Intensity and Compliance and Institutional Financial Strain Knowledge Decades-old OEM Globally trusted 7 Decades of High-v
Slide 19: Built for 8X Capital Efficiency
BUILT FOR 8X CAPITAL EFFICIENCY ₹25 Cr. ₹200 Cr. 8X Machinery + Land Annual Revenue Target from it (at an averaged annualised selling price for aluminium) Asset Turnover Advanced Manufacturing & Asset-Light Expansion & Capital Operational Efficiency Efficiency Modern tilting rotary furnaces and adva
Slide 20: The Graph of 70 Years' Legacy
THE GRAPH OF 70 YEARS’ LEGACY 2026 2024 Accelerating Growth Strengthening 2022 Automotive BRIL crossed the 2016 Public Listing Presence ₹700 crore revenue BRIL successfully BRIL entered leading milestone and Strategic Focus 2008 on Aluminium listed on the NSE automotive supply advanced its 1994 Cons
Slide 21: Baheti's Differentiation in the Industry
BAHETI’S DIFFERENTIATION IN THE INDUSTRY Scrap Processing- Manufacturing Excellence The company operates high-quality processing methods utilizing advanced technology to transform raw metal scrap into potent material that is ready to be smelted in Baheti’s furnaces. This process ensures the producti
Slide 22: Our Board of Directors
OUR BOARD OF DIRECTORS Mr. Shankerlal Shah Mr. Shankerlal Bahedia Chairman & Whole Time Chief Administrative Director Officer Mr. Balkishan Shah Ms. Ayushi Shah Managing Non - Executive Director Director Mr. Yash Shah Mr. Dheeraj Singhvi Joint Managing Chief Transformation Director Officer Mr. Manoj
Slide 23: Recycling Process
RECYCLING PROCESS Incoming Raw Material Visual Inspection Fluxing Addition of alloying Weighment Segregation Drossing and removal elements at various Gate-In Inspection Report of FE contents stages Filteration Spectro Analysis Degassing Pouring Approval by Quality Refining Ingut Casting Tapping Inch
Slide 24: Carbon Footprint & EPR
CARBON FOOTPRINT & EPR Managing carbon footprints and Aluminium recycling already fulfilling EPR norms enhances sustainability credentials, attracts Why this emits ~95% less CO₂ than producing primary aluminium ESG-conscious investors, and opens access to green supply Matters making it central to th
Slide 25: Industry Tailwinds
INDUSTRY TAILWINDS The India Aluminium Scrap Recycling Market is experiencing robust expansion, valued at $3.8 billion in 2024 and projected to reach $11.2 billion by 2034, growing at a CAGR of 10.9%. 10% 10% 10% The Automotive Sector is the most significant driver, accounting for 40% of secondary a
Slide 26: Certifications and Accreditations
CERTIFICATIONS AND ACCREDITATIONS ISO: 45001:2018 ISO: 14001:2015 DUNS Registered International Automotive Task Force IS 617:1994: One Star Export House ISO: 9001:2015 Certification granted in June 2025 25
Slide 27: ESG Practices
ESG PRACTICES Recycling Recycling is the key component of modern waste reduction theory. At BRIL, aluminium scrap is used to produce fine aluminium products. Human Resources We have strong commitment to our employees and our peopleWe have strong commitment to our employees and our people Environment
Slide 28: Profit and Loss
PROFIT AND LOSS (₹ in Crores) H1FY27 H1FY26 YoY % FY26 Revenue from Operations 528.47 315.14 67.70% 724.85 Cost of materials consumed 432.31 231.98 - 549.55 Employee Expenses 6.35 5.67 - 5.5174 Other Expenses 18.80 12.16 - 12.19 EBITDA 42.37 21.24 99.48% 60.97 EBITDA % 9.70% 9.05% - 8.41% Depreciati
Slide 29: Balance Sheet
BALANCE SHEET (₹ in Crores) Particulars March 2026 March 2025 Equity Capital 10 10 Reserves 80.38 49 Borrowings 229 158 Other Liabilities 53 32 Total Liabilities 376 249 Fixed Assets 34 20 CWIP 6 2 Investments 2 - Other Assets 335 227 Total Assets 376 249 28
Slide 30: Get in Touch
GET IN TOUCH This presentation and the accompanying slides (the “Presentation”), which have been prepared by Baheti Recycling Industries Limited (The “Company”) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities,
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