BMWVENTLTD / Q3-FY26 / claim-ledger

Audit the questions that mattered.

BMW Ventures · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-01-23Back to quarter ↗

Questions audited

12

Answered directly

50%

Numeric claims

1

Consistency

contradicted

Question ledger

What was answered, and how?

Bhavesh · Individual Investor

direct

Did current quarter include trading revenue and its margin profile?

No it does not include trading revenue.

Bhavesh · Individual Investor

partial

Is full year revenue guidance achievable with Q4 revenue exceeding 200 cr?

I think we are well on track to do that. Yeah.

Bhavesh · Individual Investor

evasive

What is the current unexecuted order book and expected execution timeline?

the our order books uh are more time based than specifically value based. the values are more indicative than uh anything else.

Bhavesh · Individual Investor

direct

Update on contract negotiations and volume stabilization?

the TMT contract has been renewed and uh it's a 12- month uh contract for now. Uh we are discussing uh longerterm options and yes, the volumes have stabilized albeit a little lower but they have stabilized.

Bhavesh · Individual Investor

partial

What comprises the 'other' segment with 95.6% YoY growth?

the others include some of the smaller plants and smaller revenue streams uh uh which and the reason why we don't put them into individual is because they were too small to put.

Rohan Baranwal · Deep Investments

direct

Why is capacity utilization low in pipes and tubes segment?

typically in pipes and tubes uh uh and the kind of conversion business that we do the capacities will get created before they are integrated into the customer supply chain.

Rohan Baranwal · Deep Investments

evasive

When will pipes and tubes utilization reach 60-65%?

over the next two years we hope to achieve uh uh we hope to achieve it.

Rohan Baranwal · Deep Investments

direct

How will the Bokaro project be funded and PLI scheme details?

we have indicated that 70% is debt and 30% is equity internal uh generations uh of that so the 803 is actually split into two parts of 748 and I think 55 or something the 748 uh the debt has already been tied up with as I mentioned SBI HDFC and yes bank of 500 crores

Rohan Baranwal · Deep Investments

partial

What is the finance cost of the Bokaro debt?

I'm not sure whether I can give you an exact number but it's very competitive uh below below 8%.

Rohan Baranwal · Deep Investments

evasive

What incremental margin from Bokaro's value-added products?

I will not get into the specific individuals but uh as I've indicated the you know the topline growth and the bottom line growths have been broadly done. ... We've indicated 11% AIA and uh 5% uh PAT.

Bhavesh · Individual Investor

partial

Is Bokaro phase 1 on track for April 2026 commissioning?

number one bi yes we are on track. Number two uh you know considering this is a completely new business and uh we will be sourcing some of our raw materials to begin with. There is a ramp up phase uh there will be meaningful revenues for me.

Bhavesh · Individual Investor

evasive

When do you plan to list shares on NSE?

We are working at it. Uh hopefully you know we'll be able to give you good news.