Bajaj Steel Industries Limited · BSE:BAJAJST
Bajaj Steel Industries — Q1 FY27 Earnings Presentation
38 slides from Bajaj Steel Industries's earnings presentation, Aug 10, 2026
Slide 1: Intimation letter to BSE on result presentation
August 10, 2026 To, BSE Limited Corporate Relationship Department, 1st Floor, New Trading Ring, Rotunda Building, P.J. Towers, Dalal Street, Mumbai- 400 001 Scrip Code: 507944 Sub: Investor/Result Presentation Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Re
Slide 2: Q1FY27 Investor Presentation
BAJAJ STEEL INDUSTRIES LIMITED A Multi-Product Engineering Company Q1FY27 INVESTOR PRESENTATION
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), has been prepared by Bajaj Steel Industries Limited (the “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not
Slide 4: Table Of Contents
Table Of Contents 02 04 01 03 Company Annexure Q1 FY27 Overview Business Highlights Segments www.bajajngp.com 3
Slide 5: Q1 FY27 Highlights
4 Q1 FY27 Highlights www.bajajngp.com 4
Slide 6: Q1FY27: Operational & Business Performance Update
Q1FY27 : Operational & Business Performance Update ◆ Delivered 12% YoY growth, supported by continued business momentum, despite delays in order Net Revenue (Rs Cr) conversion and dispatches, intermittent raw material availability constraints, and volatile global trade conditions impacting financial
Slide 7: Profit & Loss Highlights
Profit & Loss Highlights Consolidated (Rs Cr) Q1FY27 Q1FY26 YoY (%) Q4FY26 QoQ (%) Revenue From Operations 120.4 107.5 11.9% 116.8 3.1% Cost of Goods Sold 69.2 50.9 63.8 Employee Benefits Expense 20.8 20.4 20.6 Other Expenses 24.4 22.7 26.7 EBITDA 5.9 13.5 -56.6% 5.6 4.8% EBITDA Margin (%) 4.9% 12.6
Slide 8: Company Overview
7 Company Overview www.bajajngp.com 7
Slide 9: Bajaj Steel Industries – Key Strengths
Bajaj Steel Industries – Key Strengths Incorporated in 1961 under the visionary leadership of Late Shri Hargovind Bajaj, BSIL has evolved from a Cotton Ginning Machinery Company to Multiproduct Engineering Company 64 Years Manufacturing Presence Across Strong Technology-Led & Financial Prowess of Le
Slide 10: Our Journey To Becoming A Multiproduct Engineering Company
Our Journey To Becoming A Multiproduct Engineering Company 01Cotton 01 01 Continental 01 01 Electrical Heavy Processing Infrastructure Eagle Panels Engineering Machinery Corporation Since 1961 S i nc e 2 0 1 0 S i n ce 2 0 2 1 S i nc e 2 0 1 8 S i n ce 2 0 2 3 • Started with manufacturing • Forayed
Slide 11: Manufacturing Prowess: State-of-the-Art facilities
Manufacturing Prowess: State-of-the-Art facilities Manufacturing Facilities Across 100,000 Sq.Mtrs ISO Certifications: ISO 9001:2015 | ISO 14001:2015 | ISO 45001:2018 Research and Development: Collaboration Central Institute For Research On Cotton Technology, Central Building Research Institute, Roo
Slide 12: Extensive, High-quality Machines Catering To Varied Sectors
Extensive, High-quality Machines Catering To Varied Sectors Cutting & Bending Machining Material Handlin • 7 Laser Cutting Machines (up to 100 mm SS) • 56 CNC Machines • EOT Cranes (up to 25 MT) • CNC Sheet Benders • 91 Conventional Machines • 11 Hydra Cranes • CNC Press Brakes (16 mm × 6500 mm) • F
Slide 13: Global Presence Across 60+ Countries enabling Wide Reach
Global Presence Across 60+ Countries enabling Wide Reach Head-Office: C-108, MIDC Industrial Area, Hingna, Nagpur. USA CIS Countries Manufacturing Units: GCC Countries 13 units in Nagpur, India. Nagpur, India West Africa East Africa Subsidiaries: Brazil Uganda Bajaj Coneagle LLC, USA Peru Paraguay B
Slide 14: Long Standing Relationships with Marquee Clients Across the Globe
Long Standing Relationships with Marquee Clients Across the Globe www.bajajngp.com 13
Slide 15: Highly Experienced Management Team
Highly Experienced Management Team… Shri Rohit Bajaj Shri Sunil Bajaj Dr. M.K. Sharma Chairman & MD Executive Director Whole Time Director & CEO Qualification: Bachelor's Degree in Arts Qualification: Bachelor's Degree in Engineering from Manipal Institute Qualification: PhD from Nagpur University (
Slide 16: Guided by a Strong Board of Directors
…Guided by a Strong Board of Directors Shri Deepak Batra Dr. Pankaj Agrawal Mayank Bhandari Non - Executive Director Independent Director Independent Director Qualification: Chartered Accountant with extensive experience in Qualification: Chartered Accountant with decades of experience Qualification
Slide 17: Global Recognition & Industry Leadership
Global Recognition & Industry Leadership Collaboration Central Building Artu K Central Institute For Research Institute, System Integrator Research On Cotton Roorkee Certificate Technology Certificate Of Central Power Underwriters Compliance Research Institute Laboratories Collaboration ISO 9001:201
Slide 18: Healthy Balance Sheet with Consistent Cash Flow Generation
Healthy Balance Sheet with Consistent Cash Flow Generation Net Worth (Rs Cr) & TOL/TNW* (x) Net Debt to Equity (x) 0.9 0.6 0.7 0.7 0.6 -0.1 -0.1 -0.1 -0.2 387 424 207 274 332 -0.4 FY22 FY23 FY24 FY25 FY26 Net Worth TOL/TNW FY22 FY23 FY24 FY25 FY26 Strong Credit Rating Cash Flow from Operations (Rs C
Slide 19: Business Segments
18 Business Segments www.bajajngp.com 18
Slide 20: Cotton Processing Machinery Division
Cotton Processing Machinery Division Global Leader: Revenue (Rs Cr) • ~35–40% Global Market Share, 50% Domestic Share, 50%+ Revenue from Exports, Presence in 60+ Countries • Awarded India’s Largest & Most Modern Cotton Ginning Machinery Maker – Ministry of Textiles 424 393 385 Complete Portfolio: 30
Slide 21: Infrastructure Division
Infrastructure Division Core Business: Revenue (Rs Cr) Specializes in design, fabrication, and erection of Pre-Engineered Buildings, Industrial Sheds, Warehouses, K-Houses, and Solar Mounting Structures. 113 89 11 82 86 EPC Projects: 7 10 Executing turnkey projects for major clients like Indian Oil
Slide 22: Electrical Panel Division
Electrical Panel Division Revenue (Rs Cr) Product Range: Manufactures and sells a wide range of Electrical Panels (Power & Motor Control Centers, APFC Panels, LT & HT Panels, IMCC Panels, Drive Panels, PLC & SCADA Panels, AMF Panels, Synchronization Panels, Control Panels, Lighting Panels, Power Dis
Slide 23: Heavy Engineering Division
Heavy Engineering Division Custom Fabrication: Revenue (Rs Cr) Specializes in tailored fabrication/structural solutions for OEMs in Steel, Cement, Mineral, and Power sectors. The division also produces products like aerobridges & passenger boarding systems, Biomass Pellets, etc. 42 33 10 New Segment
Slide 24: Other Products
Other Products Fire Fighting Systems Steel Doors (Fire, Hospital, Commercial & Dom. Application) Duct Systems & Cyclone Revenue (Rs Cr) Duct Solutions 19 16 13 4 12 2 16 15 13 Fire Alarm and Fire Fire Hydrant Single Leaf Two Leaf Door Fire Door 10 Detection Systems Extinguishers Pumps Door Models Mo
Slide 25: Annual Financials
24 Annual Financials www.bajajngp.com 24
Slide 26: Profit & Loss Highlights
Profit & Loss Highlights Consolidated (Rs Cr) FY22 FY23 FY24 FY25 FY26 Revenue From Operations 439.1 533.3 551.0 584.8 524.2 Cost of Goods Sold 235.4 259.0 282.1 282.8 257.6 Employee Benefits Expense 50.7 62.5 72.2 80.5 85.0 Other Expenses 98.8 120.5 117.3 129.4 121.3 EBITDA 54.2 91.3 79.4 92.1 60.3
Slide 27: Balance Sheet Highlights
Balance Sheet Highlights Liabilities (Rs Cr) Mar-22 Mar-23 Mar-24 Mar-25 Mar-26 Assets (Rs Cr) Mar-22 Mar-23 Mar-24 Mar-25 Mar-26 Share Capital 2.6 2.6 2.6 10.4 10.4 PPE & Intangible Assets 76.4 93.8 148.0 175.2 210.7 Reserves & Surplus 204.2 271.0 329.5 377.0 413.6 Capital WIP 13.8 23.9 9.8 19.2 27
Slide 28: Cashflow Highlights
Cashflow Highlights Particulars (Rs Cr) FY22 FY23 FY24 FY25 FY26 (A) Net Cash Flow from Operating Activities 55.1 26.5 55.3 52.1 78.2 (B) Net Cash Flow from Investing Activities -20.2 -52.1 -66.4 -38.1 -58.4 (C) Net Cash Flow from Financing Activities 4.1 -21.9 19.0 -26.2 -5.0 Net (Decrease)/ Increa
Slide 29: Annexure
28 Annexure www.bajajngp.com 28
Slide 30: Manufacturing Facilities Across 100,000 Sq.Mtrs
Manufacturing Facilities Across 100,000 Sq.Mtrs C-108, MIDC, Hingna, Nagpur C-20-10, MIDC, Hingna, Nagpur G6-G7, MIDC, Hingna, Nagpur Area: 26,830 Sq. Mtrs. Area: 3,868 Sq. Mtrs. Area: 24,000 Sq. Mtrs. Divisions: Cotton Processing M/c Divisions: Cotton Processing M/c Divisions: Cotton Processing M/c
Slide 31: Executed Projects (Cotton Processing Machinery Division)
Executed Projects (Cotton Processing Machinery Division) Domestic Ginning Plants Exported Ginning Plants www.bajajngp.com 30
Slide 32: Executed Projects (Infrastructure Division)
Executed Projects (Infrastructure Division) PROJECT YEAR OF COMPLETION LOCATION PROJECT YEAR OF COMPLETION LOCATION Industrial Shed 2024 CH.SAMBHAJINAGAR Warehouse 2025 KOLHAPUR SPECIAL FEATURE - Multi Span Industrial Shed Of 80, 000 Sq.Ft at Ch.Sambhajinagar SPECIAL FEATURE - Construction Of 3000 M
Slide 33: Executed Projects (Electrical Panels)
Executed Projects (Electrical Panels) Electrical panel supplied to one of our Foreign Client Electrification work of Spinning Mills www.bajajngp.com 32
Slide 34: Executed Projects (Heavy Engineering Division 1)
Executed Projects (Heavy Engineering Division 1) Torres Actor drum assembly for Molten Steel transfer Car for steel plants, Primetals Torrefaction plant, TSI USA www.bajajngp.com 33
Slide 35: Executed Projects (Heavy Engineering Division 2)
Executed Projects (Heavy Engineering Division 2) Passenger Boarding Bridge 6-Meter Stacker Wheel for Limestone Mines www.bajajngp.com 34
Slide 36: Executed Projects (Others)
Executed Projects (Others) Telescopic Conveyor for Godrej Metro Station, Nagpur – Fire Fighting System Consumer Products Limited, Sikkim www.bajajngp.com 35
Slide 37: Stock Information
Stock Information Shareholding Pattern (as on 30th June 2026) Script Related Information (as on 10th Aug 2026) BSE/NSE Code 507944 | BAJAJST Public CMP (Rs) 393.55 43.35% Market Cap (Rs Cr) 821.60 Promoters 56.62% DII Shares O/s (Cr) 2.08 0.01% FII 0.04% Face Value (Rs) 5 Average Trading Volume Prom
Slide 38: Contact Us
CONTACT US Bajaj Steel Industries Limited Manish Sharma | [email protected] Rachit Jain | [email protected] Phone: 07104238101 Stellar IR Advisors Pvt. Ltd. Akhilesh Gandhi, CFA | [email protected] Regd. Office: Plot No. C-108, MIDC Industrial Area, Hingna Nagpur - 440016 Omkar
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