Bmw Industries Ltd · BSE:BMW
Bmw Industries — Investor Presentation (November 2025)
38 slides from Bmw Industries's investor presentation, November 2025
Slide 1: BMW Industries Ltd. Investor Presentation Nov '25
BMW Industries Ltd. Investor Presentation Nov ‘25
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation may contain certain “forward-looking statements” within the meaning of applicable securities laws and regulations, which may include those describing the Company’s strategies, strategic direction, objectives, future projects and/or prospects, estimates etc. In
Slide 3: Inside this Presentation
Inside this Presentation ABOUT THE COMPANY 04 – 08 OPERATIONAL HIGHLIGHTS 09 – 10 FINANCIAL HIGHLIGHTS 11 – 12 KEY INVESTMENT HIGHLIGHTS 14 – 21 GROWTH STRATEGIES 22 – 30 FINANCIAL HIGHLIGHTS 32 – 35 CONTACT DETAILS 36 3
Slide 4: About the Company
About the Company @o BMWIL BMW Industries Ltd.
Slide 5: BMW Industries Limited
BMW Industries Limited BMW Industries Limited (BMWIL), incorporated Engaged in the manufacture & processing of HRPO in 1981, is one of the largest steel processing Coils, CR Coils, GP Coils, GC Sheets, MS & GI pipes, companies in India TMT rebars, etc. for marquee steel manufacturers BMWIL strategic
Slide 6: Key Milestones
Key Milestones 1980 - 2000 2000 – 2010 2010 – 2020 2020 – 2025 1981 2000 2013 2023 ▪ BMWIL Incorporated ▪ Joint Venture with SAIL ▪ Commenced CRM Complex ▪ Commissioned High-Speed Tube Mill ▪ Formation of Steel Service Center ▪ Diversified into Infrastructure & Road Construction 2024 ▪ Pipes and Tub
Slide 7: Steel Manufacturing Value Chain
Steel Manufacturing Value Chain PRODUCT PORTFOLIO TMT HRPO COILS HR SLIT COILS GP COILS GC SHEETS MS & GI PIPES UPSTREAM PROCESS DOWNSTREAM PROCESS MINING IRON STEEL REFINING MANUFACTURING FINAL PRODUCT DELIVERY PRODUCTION PRODUCTION BMWIL PRESENCE IN STEEL PROCESSING 7
Slide 8: BMWIL's Current Position in the Value Chain
BMWIL’s Current Position in the Value Chain 1 Customer Contractual Agreement & Raw Material Supply ▪ The company enters multi-year contracts with its customers 3 Logistics Support (B2B) to convert semi-finished steel products ▪ Post conversion, the product is shipped into the customer’s ▪ The contra
Slide 9: Operational Update
Operational Update Installed Annualized Particulars1 Production (MT) Capacity (MT) Utilization CRM Complex2 10,14,000 3,35,083 66.1% Rolling Mill (TMT Bars) 1,80,000 38,678 43.0% Pipes & Tubes3 6,00,000 95,464 32.8% Revenue by Business Verticals 4,929 7,296 2,950 8,047 14.3% 9,399 15.7% 10,508 16.7%
Slide 10: Key Financial Highlights (1/2)
Key Financial Highlights (1/2) OPERATING REVENUE OPERATING EBITDA & MARGIN PROFIT AFTER TAX1 & MARGIN ₹ LACS *12.0% *11.7% *29.5% 11.8% 26.3% 10.6% 10.1% 23.6% 23.4% 9.5% 23.1% 23.3% 7.5% 44,738 56,234 59,819 62,862 29,357 10,546 12,968 15,706 14,709 6,836 3,453 5,447 6,375 7,505 3,035 FY22 FY23 FY2
Slide 11: Key Investment Highlights
Key Investment Highlights 11
Slide 12: Why BMWIL
Why BMWIL 1 2 Greenfield & Brownfield Experienced Team Expansion Leveraging 30+ years of Management Greenfield and Opportunistic expertise to expand steel processing Brownfield expansions are enhancing capabilities BMWIL’s prospects Strong & Proximity To Customers & Stable Cashflows 6 3 Raw Material
Slide 13: Board of Directors (1/2)
1 Board of Directors (1/2) Ram Gopal Bansal Chairman and Whole Time Director ▪ Founder, with 50 + years of experience in the Steel Industry ▪ Successfully led the SAIL JV & collaborated with Tata Steel for the development of the Steel Service Centre. ▪ Under his vision & leadership BMWIL is now one
Slide 14: Board of Directors (1/2)
1 Board of Directors (1/2) Joginder Pal Dua Non – Executive Independent Director ▪ Over 30 years with Oriental Bank of Commerce; former CMD of Allahabad Bank and Chairman of BIFR. Priti Todi ▪ Law graduate from Meerut University; Master’s Independent Director in Economics from Punjab University. ▪ P
Slide 15: Experienced Team (3/3)
1 Experienced Team (3/3) Vikram Kapur Yash More CFO & CS & Compliance Officer AVP – Commercial ▪ 31+ years of experience in finance and corporate ▪ 13 years of experience in commercial operations, leadership. audits, and strategic finance. ▪ Ex – CFO at Shapoorji Pallonji Offshore, and ▪ Previously
Slide 16: Greenfield Strategies
2.1 Greenfield Strategies 16
Slide 17: Strategic Expansion Into Downstream Steel Processing, Leveraging Existing Strengths
Strategic Expansion Into Downstream Steel Processing, Leveraging Existing Strengths ▪ Establishing a Downstream Steel Complex in Bokaro, Jharkhand - India’s second-highest steel-producing state ▪ Total project cost estimated at ₹ 803 Crore ▪ Products: o Cold Rolled Coils/Sheets o Galvanized, Galvalu
Slide 18: Future Offerings & Capacity (1/2)
Future Offerings & Capacity (1/2) 300,000 TPA 540,000 TPA 200,000 TPA Cold Rolled Full Hard Coils/Sheets GA/ GL/ ZAM Coils/Sheets Colour Coated Coils/Sheets 18
Slide 19: Future Offerings & Capacity (2/2)
Future Offerings & Capacity (2/2) GALVANISED / GALVALUME / ZAM- COATED SHEETS COLOUR- COATED SHEETS Ⓐ Substrate (Steel Core) Ⓐ Cold Rolled Steel Substrate Ⓑ Pre-Treatment Layer ① Al-zinc Alloy Coat Ⓒ Coated Layer ② Pre-Treatment ③ Primer ④ Top Coat ⑤ Backer Coat C B A Ⓐ o APPLICATIONS OF GALVANISED/
Slide 20: BMWIL's expansion into Downstream Processing
BMWIL’s expansion into Downstream Processing + Aluminium GALVANNEAL- COATED COILS/ SHEETS + Aluminium +Magnesium HRPO CRM GALVALUME - COATED HOT ROLLED COILS COLOUR – COATED COILS (HOT ROLLED PICKLED & OILED) (COLD ROLLING MILL) COILS/ SHEETS + Aluminium +Magnesium +Zinc ZAM - COATED COILS/ SHEETS E
Slide 21: Project Cost & Government Support (PLI 1.1)
Project Cost & Government Support (PLI 1.1) ▪ BMWIL’s Greenfield Expansion will be funded through a mix of Internal ▪ We are proud to be qualified under the PLI Scheme by the Ministry of Accruals and Debt, with a total cost of ₹ 803 Cr. Steel, in alignment with Make in India and Atmanirbhar Bharat.
Slide 22: Brownfield Strategies
2.2 Brownfield Strategies 22
Slide 23: Stepping-up the existing capacity
Stepping – up the existing capacity INCREASED PIPES & TUBES CAPACITY/PRODUCTION (MT) Pipes & Tubes Capacity Expansion Plans ▪ Expansion of Pipes & Tubes Production Capacity at existing plants 7,00,000 7,00,000 7,00,000 in Kolkata & Jamshedpur ▪ We have already installed and commissioned capacity to
Slide 24: Location Advantage
3 Location Advantage 5 BMWIL Plants in Jamshedpur, 2 in Bokaro Strategically located in a region where raw material is readily available The Greenfield Downstream Processing Facility is strategically located in Bokaro, a major 1 BMWIL Plant & 1 H.O. in West Bengal industrial hub with strong Proximit
Slide 25: One-Stop Service Infrastructure
4 One-Stop Service Infrastructure PROCESSING ▪ Provide solutions to the customers, based on the accumulated experience over decades 1 ▪ Ability to offer services across a wide range of production facilities, offering the customer the highest level of efficiency & cost advantage LOGISTICS SUPPORT ▪ O
Slide 26: Industry Growth Factors (1/3)
5 Industry Growth Factors (1/3) FY31 Indian Steel Industry Projections ▪ In FY23, High-end Value-added Steel constituted 27% of saleable steel STEEL PRODUCTION CAPACITY CRUDE STEEL PRODUCTION production, up from 18% in the previous year1 300 255 MMT MMT ▪ The India Hot Rolled & Cold Rolled Steel Mar
Slide 27: Industry Growth Factors (2/3): Strategic Market Creation
Industry Growth Factors (2/3): Strategic Market Creation GA/GL/ZAM - Coated Steel Market, By Revenue In USD Billions ▪ The Indian Coated Steel Market is expected to be valued at $42 Billion by FY30 1 5.9% 6.0% 147.80 104.30 ▪ The India GA/GL Coated Steel Market generated a revenue of $22.72 Billion
Slide 28: Industry Growth Factors (3/3)
Industry Growth Factors (3/3) Indian Steel Demand By Sector1 Key Announcements under Union Budget 2025 for Steel Industry 10% increase in Capex Outlay to ₹11.2 ₹ 1 Lakh Cr. allocated for Urban Construction: Lakh Crore Infrastructure Projects Infrastructure: 44% 23% PLI Scheme 1.1 for Specialty Steel
Slide 29: Strong & Stable Cashflows
6 Strong & Stable Cashflows ▪ The company has strong and consistent operating cash flow. ▪ Due to strong Cashflow from Operations, Net Debt/Equity is at a very comfortable level of 0.24 in September 25 ▪ Judicious deployment of capital has enabled the company to consistently improve its Fixed Asset
Slide 30: Financial Highlights
Financial Highlights #2 BMWIL BMW Industries Ltd.
Slide 31: Profit & Loss Summary
Profit & Loss Summary ₹ Lacs Particulars FY22 FY23 FY24 FY25 H1 FY26 Revenue from Operation 44,738 56,234 59,819 62,862 29,357 Operating EBITDA 10,546 12,968 15,7061 14,709 6,836 Operating EBITDA Margin (%) 23.6% 23.1% 26.3% 23.4% 23.3% Other Income 1,299 913 429 1,007 692 Finance Costs 2,331 2,395
Slide 32: Revenue Breakup
Revenue Breakup ₹ Lacs Particulars FY22 FY23 FY24 FY25 H1 FY26 CRM Complex1 31,899 38,889 38,911 37,367 17,127 Rolling Mill (TMT Bars) 5,750 8,047 9,399 10,508 2,338 Pipes & Tubes 2,810 2,950 4,929 7,296 3,698 Logistics 3,526 3,921 4,683 3,844 2,023 Others 753 2,426 1,897 3,847 4,171 Total Revenue 4
Slide 33: Balance Sheet Summary
Balance Sheet Summary ₹ Lacs Particulars FY22 FY23 FY24 FY25 H1 FY26 Net Worth 55,435 60,373 66,247 73,267 75,322 Net Debt 25,553 22,998 9,937 12,077 17,863 Capital Employed1 83,601 88,464 80,999 93,512 98,908 Net Fixed Assets 46,758 47,677 58,300 67,342 70,098 Net Current Assets2 12,163 14,371 9,64
Slide 34: Key Ratios
Key Ratios Particulars FY22 FY23 FY24 FY25 H1 FY26 Operational Ratios Fixed Asset Turnover Ratio 0.94 1.19 1.13 1.00 0.85 Sales/Capital Employed 0.54 0.65 0.71 0.72 0.61 Cash Conversion Cycle1 162 142 96 56 74 Solvency Ratios Net Debt/ Equity 0.46 0.38 0.15 0.16 0.24 Net Debt/ Operating EBITDA 2.42
Slide 35: Staying true to our ESG commitments
Staying true to our ESG commitments E S G ▪ Installed Solar ▪ Annual Health ▪ Consistently Panels across Check-up Camp: endeavor to facilities, to 600+ practice good reduce carbon beneficiaries Corporate footprint ▪ Eye Check-up Governance ▪ Achieved Zero Camp: ▪ Believe that such Liquid Discharge 5
Slide 36: Shareholding Pattern
Shareholding Pattern As on 30th September 2025 0.7% 0.5% 13.8% Promoter & Promoter Group Bodies Corporate 10.6% Resident Individuals NRIs Others 74.4% 36
Slide 37: Cash Conversion Cycle
Cash Conversion Cycle Particulars Mar’24 Mar’25 Sep’252 Receivable Days 58 41 57 Inventory Days 63 37 43 Payable Days 25 23 26 Cash Conversion Cycle1 96 56 74 Note: 1:Based on Revenue from Operations 37 2: Sep’25 days - Annualised| Sep’25 days are calculated on average of Mar’25 & Sep’25 figures
Slide 38: Thank You
Thank You For further details please contact: Chief Financial Officer & CS Investor Relations Advisor Vikram Kapur Mudit Nahata Email: vikramkapur@bmwil.co.in Email: ir@uirtus.in Website: www.uirtus.in 38
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