BAHETIRECYCLING / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Baheti Recycling Industries · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

Answered directly

75%

Numeric claims

Consistency

consistent

Question ledger

What was answered, and how?

Disha · Safaya Capital

direct

When will aluminium wire rod phase 1 commission and what utilization?

By the end of October, you can say early November. So initially 2050 12 12,500 tons and practically we'll get 3 4 months. So 300 400 into 4200 on maybe 10 15%age of the entire 12,500 tons capacity utilization for 3 months.

Disha · Safaya Capital

direct

What EBITDA margins can we expect from wire rod?

The epida margin will be will improve by one or two percentage from the existing business.

Disha · Safaya Capital

direct

Can we expect 30-40% CAGR in FY27 and FY28?

100% you'll be you'll you'll see that and I'm more than hopeful that we'll we'll reach somewhere around four digit in this financial uh alone.

Disha · Safaya Capital

direct

What will be the EBITDA margin for the entire year?

It will be in the same range. ... anywhere between 7 to 10% is very it's quite sustainable AITA margin ... this year I think we did around 8% so we sort of expect that to continue.

Disha · Safaya Capital

direct

What is the capex for phase 2 of wire rod?

Phase two would be five crores maximum in putting up the fundness and all the apart from it the major cost consist that of infrastructure.

Jagger · Research desk

direct

What is the revenue split between alloy ingots and deox?

In percentage term it's an year around 64 36 64 would be in god 36 for the

Jagger · Research desk

evasive

How much of margin increase is product mix vs pricing?

I'll tell you one thing good question ... you have to see business in terms of percentage basis. ... the percentage basis why it is more relevant as it is metal industry. So the prices is not in our hands.

Jagger · Research desk

direct

Who are customers for wire rod and what approvals needed?

See that there that would be two wire rods. ... aluminum primary wire rod ... will be sellable to our existing client like Arsal Tatastel Jindel Steel. ... we don't need any approval. ... aluminum alloy wire rod ... will require a testing phase ... that would be for 3 months.

Man (Walford Fund Management) · Walford Fund Management LLP

partial

Why are cash flows negative despite revenue and PAT growth?

See the regarding the operating cash flow you are talking about we are also addressing that kind of concern but ultimately our business is like that we we are keeping an excess inventory of 30 40 odd days only because of to cater to the OEMs

Bhavika · Research desk

direct

Are we planning further capex in existing facility?

Yeah. we will will target another uh 5 7,000 tons in the same capa in the same premises and 12,500 tons for aluminum wire rod.

Shya (Yash) · Research desk

partial

What is our market share and competition in current and new segments?

See the market share in terms of aluminum would be really difficult to tell you but in terms of aluminum alloy we are well placed ... top 10 ... aluminum deoxxidant ... we are the pioneers and we are the still the leader ... aluminum wire rod ... I'll able to tell you more about aluminum wrote in next con call

Minerva Research · Minerva Research

evasive

Why was preferential issue at 50% discount to CMP?

No. No. Something is mistaken from your side. ... the market condition was the reason ... the stakeholder who was investing somewhere around 40 odd crores he has backed out because of the market condition