BMW / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Bmw 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

71%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Shlok Badir · Swan Investments

partial

EBITDA margin breakup and Bokaro performance over 2-3 years

the AIA will stabilize at 12 to 13 not 13 to 14... existing business... we don't see any meaningful investments... on the Bokaro side I think we've spoken about the capacities...

Shlok Badir · Swan Investments

partial

Revenue potential of existing business and integration benefits

your assumption is fair in terms of the top line that can be derived from the existing businesses... we are looking at starting salable production of the colorcoded section in this quarter...

Shlok Badir · Swan Investments

direct

IRR and payback period for Bokaro project

our base case for an investment is a 20%. So this in this case it's... above that almost five four and a half I guess.

Dash Javi · Crown Capital

evasive

Ramp-up and revenue expectations from Phase 1 in FY27

we have not gone into detailed economics and projections about what kind of revenues we can expect on a breakdown manner... we refrain from giving any kind of quarterly on quarter guidance

Bhavesh · Individual Investor

direct

Revenue momentum continuation and Bokaro commissioning timeline

I don't think the same momentum will continue... with the existing business other than certain capacity utilization variations we are not seeing any meaningful change.

Bhavesh · Individual Investor

direct

Reason for increase in trade receivables

this was all on account of one of our key customers holding back payments because of March quarter... We actually got the payments in early April.

Bhavesh · Individual Investor

direct

Precise timeline for Phase 1 commissioning

we expect to start some form of cold trials before the end of this month and hot trials in June

Shankit · Individual Investor

partial

Difference in EBITDA margins vs peer Manakia Color

our business model on a blended basis is different... the 12 to 13% is not just for the... it is a blended guidance the company's guidance and not the Bokaro plant guidance.

Ajit Siti · Hiko Quantum Solutions

partial

Key growth drivers for 75% CAGR and order book visibility

It's actually not a guidance of the next two years. It was a three-year guidance starting from FI25... 75% CAGR up to FYI 28... it's a little early for us to be accumulating an order book...

Priya · Value Money

partial

Internal consumption of Bokaro capacity and integration benefits

if you look at the product profile of Bokaro... the overall sales from the unit at peak will be about six lakhs... internal consumption... cost of procurement goes down... control on quality.

Kunal Bunal · Anandat Skyon Private Limited

direct

Confirmation of CAGR basis for revenue and PAT guidance

This is a compounded annual growth rate between FI25 and FI28.

Rohan Banwar · ASK

direct

Opportunity size for ZAM coated products in India

the industry is starting to move towards magnesium floated because of higher life expectancy... there is not adequate supply... we expect that market to also develop much faster.