BMWVENTLTD

Current scenario - Q2 FY27 revenue grew by 46% YoY to ₹731 crore compared to ₹502 crore in Q2 FY26. - Profit After Tax (PAT) increased by 48% YoY to ₹10.5 crore from ₹7.1 crore, with a PAT margin of 1.4%. - EBITDA stood at ₹22.1 crore, marking an 11% YoY growth, impacted temporarily by losses from unutilized machine disposals. - Credit rating upgraded to A minus by CRISIL from BBB minus. - Interim dividend of ₹1.5 per share announced. Changes in trends - Steel prices are on an upward trend driven by strong demand across Bihar and Eastern India infrastructure projects. - Focus is shifting towards value-added segments like PEB, railway bridge components, and welding electrodes for higher margins. Management Guidance & Outlook - Expecting an average revenue growth of 25% and profit growth of 20% for FY27 compared to the previous year. - Aiming for fabrication business to contribute 5% to 7% of revenue and 10% of EBITDA by FY28. Capex - Planned modest capex of around ₹5 crore primarily for machinery as land parcels in Purnea are already available. Growth Drivers - Strong dealer network of 1,200 dealers acting as a backbone for primary steel distribution. - Robust order book in the fabrication segment standing at ₹76.5 crore as of September 30, 2026. - Government infrastructure push via PM GatiShakti and railway/airport expansion projects.

BMW Ventures Limited has informed the exchanges regarding the link for the audio recording of the Investors/Analysts Conference Call held on November 4, 2026, for Q2 FY27 results. - The call took place from 1:30 PM to 2:30 PM IST on November 4, 2026.

- BMW Ventures Limited submitted its Investor Presentation pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015. - The presentation has been made available on the company website at www.bmwventures.com.

Q2 FY27 Revenue ₹731.26Cr vs ₹501.85Cr (▲46% YoY) EBITDA ₹22.12Cr vs ₹19.96Cr (▲11% YoY) PAT ₹10.54Cr vs ₹7.11Cr (▲48% YoY) EBITDA Margin 3.02% vs 3.98% (▼96bps) Declared interim dividend of ₹1.50 per equity share (15% on face value of ₹10).

Q2 FY27 Consolidated Revenue ₹73,126.28 Lakhs vs ₹50,185.28 Lakhs (▲45.71% YoY) EBITDA ₹2,075.64 Lakhs vs ₹1,855.33 Lakhs (▲11.87% YoY) PAT ₹1,053.68 Lakhs vs ₹711.39 Lakhs (▲48.11% YoY) EBITDA Margin 2.84% vs 3.70% (▼86bps) Declaration of Interim Dividend of ₹1.50 per equity share of face value ₹10 each.

Q2 FY27 Revenue ₹73,126.28 Lakhs vs ₹50,185.28 Lakhs (▲45.71% YoY) EBITDA ₹1,967.63 Lakhs vs ₹1,559.81 Lakhs (▲26.15% YoY) PAT ₹1,053.68 Lakhs vs ₹711.39 Lakhs (▲48.12% YoY) EBITDA Margin 2.69% vs 3.11% (▼42bps) Declared an interim dividend of ₹1.50 per equity share of face value ₹10 each, with the record date set as November 13, 2026.

Concall Schedule Concall Date: 4th November, 2026 Concall Time: 01.30 PM IST

Concall Schedule Concall Date: November 4, 2026 Concall Time: 01:30 PM IST

- The exchange sought clarification from BMW Ventures Limited regarding significant price movement in its stock. - The company has submitted its response to safeguard investor interests.

- Concall Schedule - Concall Date: 28th September 2026 - Concall Time: 02:00 P.M

- The trading window for Designated Persons will be closed from October 01, 2026. - This closure is in connection with the declaration of Unaudited Financial Results for the quarter ending September 30, 2026. - The trading window will open 48 hours after the financial results are declared.

- Concall Schedule - Concall Date: September 18, 2026 - Concall Time: 3:00 P.M to 4:00 P.M

- Order Win: BMW Ventures Limited won two purchase orders from Tata Projects Limited - Order Value: ₹72,93,60,950/- - Completion Timeline: Within 8 weeks from the date of the Purchase Order

- BMW Ventures Limited announced that Mr. Shivansh Kishorepuria, VP (Finance) Promoter Group, participated in a media interaction with NDTV Profit on September 8, 2026. - Recent developments and the company's status were discussed. - A link to the recording is provided for reference.

- Members of BMW Ventures Limited approved the appointment of Mrs. Sabita Devi Kishorepuria as Executive Director for a term of 5 consecutive years. - The appointment is effective from May 27, 2026. - Mrs. Kishorepuria has been associated with the company since October 1994 and is stated to be instrumental in its growth.

- Order Win: BMW Ventures Limited secured two purchase orders from Tata Projects Limited. - Order Value: ₹24.98 Crores (inclusive of all taxes). - Nature of Order: Supply of TMT Steel FE-550D Grade for 3X800MW- for USCTPP-ADANI Project. - Completion Timeline: Within 8 weeks from the date of Purchase Order. - Payment Terms: 100% advance payment with GST.

- Q1 FY27 Standalone Revenue ₹608.9 Cr vs ₹483.25 Cr (▲26% YoY) - EBITDA ₹20.7 Cr vs ₹19.17 Cr (▲8% YoY) - PAT ₹10.6 Cr vs ₹8.03 Cr (▲32% YoY) - EBITDA Margin 4.0% vs 3.4% (▲60bps) - Net debt-to-equity improved significantly from 2.0x to 0.6x. - Management is targeting 15%+ YoY revenue growth and 20-25%+ YoY net profit growth in upcoming quarters.

- BMW Ventures Limited announced its 32nd Annual General Meeting (AGM) on August 24, 2026, at 2:15 p.m. - The company has provided access to the Integrated Annual Report for FY 2025-26 and AGM Notice to shareholders. - E-voting for the AGM will be open from August 20, 2026 (09:00 a.m.) to August 23, 2026 (05:00 p.m.).

- The 32nd Annual General Meeting (AGM) will be held on Monday, August 24, 2026, at 02:15 P.M. (IST) via Video Conferencing (VC)/Other Audio-Visual Means. - Agenda includes adopting FY 2025-26 financial statements, re-appointing a director, changing Ms. Sabita Devi Kishorepuria's designation from Non-executive to Executive Director, and appointing Secretarial Auditors.

- Revenue From Operations ₹608.90 Cr vs ₹484.59 Cr (▲25.65% YoY) - EBITDA ₹20.70 Cr vs ₹19.25 Cr (▲7.57% YoY) - PAT ₹10.58 Cr vs ₹8.03 Cr (▲31.79% YoY) - EBITDA Margin 3.40% vs 3.97% (▼57bps)