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GST demand of ~₹206 crore
View Risks →Bansal Wire Industries Limited — Q3 FY26
Bansal Wire delivered a strong Q3 with record sales volume of 1,21,000 tons (+32% YoY) and highest-ever monthly sales of 45,000 tons in December.
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Bansal Wire delivered a strong Q3 with record sales volume of 1,21,000 tons (+32% YoY) and highest-ever monthly sales of 45,000 tons in December. Revenue grew 11% YoY to ₹1,029 crore, while EBITDA rose 19% to ₹87 crore with margins at 8.4%. PAT was flat at ₹43 crore due to higher depreciation from recent capex. Key drivers include robust demand across automotive, infrastructure, and general engineering, plus successful launch of IHT wires (9,000-ton capacity) with commercial sales already underway. Management guided for 35-40% volume growth for FY26 and expects EBITDA per ton to improve to ₹8-8.5/kg over 1-2 years as specialty wire ramps up. Free cash flow from operations reached ₹240 crore in 9M, exceeding full-year target. Risk: GST-related demand of ~₹206 crore, though management says 98-99% has been settled and the rest will be squashed.
बंसल वायर ने तीसरी तिमाही में शानदार प्रदर्शन किया। रिकॉर्ड बिक्री 1,21,000 टन रही, जो पिछले साल से 32% ज्यादा है। दिसंबर में सबसे ज्यादा 45,000 टन बिका। कमाई 11% बढ़कर ₹1,029 करोड़ हुई। मुनाफा (EBITDA) 19% बढ़कर ₹87 करोड़ और मार्जिन 8.4% रहा। शुद्ध मुनाफा (PAT) ₹43 करोड़ पर स्थिर रहा, क्योंकि नई मशीनों पर ज्यादा खर्च हुआ। ऑटो, सड़क और इंजीनियरिंग से मांग मजबूत है। नई IHT तारों की बिक्री शुरू हो गई है। कंपनी अगले साल 35-40% ज्यादा बिक्री की उम्मीद करती है। 1-2 साल में हर टन पर मुनाफा ₹8-8.5/किलो तक पहुंचेगा। 9 महीने में ₹240 करोड़ फ्री कैश आया। GST का ₹206 करोड़ का दावा है, लेकिन 98-99% सुलझ गया है।
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Read Transcript →Quarter Snapshot
Sales Volume (Q3)
1,21,000 tons
+32% YoY
Highest quarterly volume ever recorded by the company.
Monthly Sales (Dec)
45,000 tons
Highest ever
Achieved highest ever monthly sales in December despite early Diwali and Bihar election disruptions.
Installed Capacity
6,20,000 tons
+38% YoY (9M volume growth)
Expanded manufacturing base supporting volume growth and product mix upgrade.
Free Cash Flow from Operations (9M)
₹240 crore
Exceeded full-year target
Generated almost full year's target in 9 months; FY27 target is ₹350 crore.
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Guidance and risk preview
Management expects to achieve 35-40% volume growth for the full year, with Q4 likely to be better than Q3.
A GST notice of ~₹206 crore was received; management claims 98-99% has been settled and the rest will be squashed, but residual risk remains.
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