Bhagyanagar India Limited · NSE:BHAGYANGR
Bhagyanagar India — Investor Presentation (January 2026)
30 slides from Bhagyanagar India's investor presentation, January 2026
Slide 1: Refining Resources, Redefining Responsibility – Investor Presentation
BHAGYANAGAR INDIA LIMITED Refining Resources, Redefining Responsibility INVESTOR PRESENTATION
Slide 2: Flow of Content
Bhagyanagar India Limited FLOW OF CONTENT INTRODUCTION OUR OFFERINGS OUR FUTURE PLAN FINANCIAL HIGHLIGHTS Company Overview Product Portfolio Industry Overview In Financials Our Copper Journey Expanding Portfolio which we are serving Revenue Growth Profile of Management Quality Control Business Oppor
Slide 3: Company Overview
Bhagyanagar India Limited Established in 1985 by Late Shri G.M. Surana 9MFY26 Managed by three generations of the Surana family. COMPANY OVERVIEW FINANCIAL HIGHLIGHTS Has a subsidiary: Bhagyanagar Copper Pvt Ltd. ₹1,64,329.77 Nearly 40 years as one of India’s oldest and most lakhs respected copper m
Slide 4: Our Copper Journey
Bhagyanagar India Limited OUR COPPER JOURNEY 1982 1988 1992 1994 2004 Started production of CC Rod production Started production of Value added products Added Conform Copper with technology Value-added products (Auto Components) Continuous Extrusion from Finland (Copper Strips) process to the Reache
Slide 5: Profile of Management
Bhagyanagar India Limited PROFILE OF MANAGEMENT Shri Devendra Surana Managing Director Education: Mechanical Engineer; PGDM, IIM Bangalore (“Brain of the Batch”). Experience: 30+ years across metals, telecom, and renewable energy. Leadership: Key roles in FAPCCI, FICCI, EO Hyderabad, and Rotary. Rec
Slide 6: Profile of Management
Bhagyanagar India Limited PROFILE OF MANAGEMENT Shri Venkateswara Rao Nukala Director Qualification: Mechanical Engineer. Experience: 34+ years in engineering and operations. Expertise: Strong proficiency in operations management. Reputation: Trusted and accomplished industry professional. Shri Nare
Slide 7: Geographical Footprint
Bhagyanagar India Limited GEOGRAPHICAL FOOTPRINT United Kingdom China United States of America Nepal Oman Saudi Arabia North India West India South India East India 7
Slide 8: Clientele Dynamics
Bhagyanagar India Limited CLIENTELE DYNAMICS 8 Page No.
Slide 9: Product Portfolio
Bhagyanagar India Limited We are the only manufacturer in India producing copper bus bars up to 300 mm in width, reaffirming our position as a leader in engineering excellence and sustainable growth. Core Copper Offerings PRODUCT PORTFOLIO Copper-Bus Bars & Silver-Plated Copper Copper Wires & Rods E
Slide 10: Product Portfolio
Bhagyanagar India Limited Core Copper Offerings PRODUCT PORTFOLIO Paper Insulated Copper Foils & Sheets Copper Tapes Copper Nuggets & Auto Electrical Copper Conductors Tubes Components (PICC) Manufactured with For earthing state-ofthe-art applications Oxygen-free, used Yoke assemblies, Transformer c
Slide 11: Product Portfolio
Bhagyanagar India Limited Other Products Solar Absorber Fins & Flat Plate Submersible Winding Wires Collectors IS-standard, durable & efficient PRODUCT PORTFOLIO Solar thermal solutions Commutators Heating Elements & Thermostats For LCV & passenger vehicle motors Domestic & industrial use Last Quart
Slide 12: Expanding Portfolio
Bhagyanagar India Limited In Q3 of FY26, the company successfully introduced a new product Silver-plated bus bars for AI data centers. EXPANDING PORTFOLIO Silver-plated bus bars are manufactured by applying a thin layer of silver over a base metal, typically copper. This combination delivers excepti
Slide 13: Quality Control
Bhagyanagar India Limited Quality Control Policies Integrated QMS & EMS Aligned with ISO 9001:2015 Backed by culture of QUALITY CONTROL Excellence & continuous improvement Advanced testing facilities With global experts Guided by QCDS: Quality, Cost, Delivery, Service Four-tier approach: Inspection,
Slide 14: Manufacturing Unit
Bhagyanagar India Limited The Company operates two state-of-the-art, ISO-certified plants in Hyderabad, India. Facilities feature a fully integrated, semi-automatic production system with MANUFACTURING UNIT advanced drawing and finishing technologies, minimizing human contact with copper while ensur
Slide 15: Investment Highlights
Bhagyanagar India Limited The company plans a Rs. 30 crore CAPEX to fuel its strategic growth plans. Out of this, over Rs. 8.50 crore has already been incurred during the nine months ended December 31, 2025, and a further Rs. 5 crores is INVESTMENT HIGHLIGHTS expected to be incurred by March 31, 202
Slide 16: Competitive Advantage
Bhagyanagar India Limited COMPETITIVE ADVANTAGE Legacy of Excellence - Diverse Product Portfolio - Strong Manufacturing Capabilities - Nearly 40 years of industry experience; Comprehensive range of copper products State-of-the-art facilities with in-house among India’s oldest and most trusted – rods
Slide 17: Industries We Serve
Bhagyanagar India Limited AI DATA CENTERS & GREEN ENERGY ENGINEERING AUTOMOTIVE INFRASTRUCTURE INDUSTRIES WE SERVE SOLAR POWER TRANSMISSION ELECTRICAL REFRIGERATION 17
Slide 18: Industry Overview in Which We Are Serving
Bhagyanagar India Limited 40000 Amt. in $ Million 30000 20000 WHICH WE ARE SERVING INDUSTRY OVERVIEW IN 10000 $26,243.1 Million $38,314.1 Million CAGR 7.2% DEMAND DRIVERS 0 2024 (Revenue) 2030 (Forecast) India Copper Market Overview: Infrastructure Growth: Copper demand rose Projected Revenue by 203
Slide 19: Business Opportunity Size
Bhagyanagar India Limited INDIAN COPPER SECTOR Market Growth Trend: BUSINESS OPPORTUNITY SIZE India’s copper demand is expected to grow at 7% CAGR over the medium term. (source) Copper Price Environment: 497,000 MT (FY25) Copper prices remain above USD Refined copper production grew by 7% 10,000 per
Slide 20: Business Opportunity Size
Bhagyanagar India Limited BUSINESS OPPORTUNITY SIZE Power & Automotive & Renewable Electronics & Industrial Infrastructure EVs Energy (Solar & Consumer Machinery & Wind) Durables HVAC ₹18,000 Cr ₹ 15,000 Cr ₹ 13,500 Cr ₹ 6,500 Cr ₹ 5,000 Cr Transmission, Wires, harnesses, Solar ribbons, Cables, heat
Slide 21: Roadmap
Bhagyanagar India Limited ROADMAP Capacity Product Mix Technology & Emerging Sectors OEM Partnerships Expansion Transformation Efficiency Phased investments Higher share of value- Advanced processing for Entry into EV Deepening ties with over 3–5 years for added offerings to better quality, yield, a
Slide 22: Roadmap
Bhagyanagar India Limited ROADMAP Ambition: Targeting Rs. 5,000 Cr revenue in this decade by FY28-29. Geographic Sustainability & R&D & Innovation Digital Transformation Expansion Circularity Targeting East Asia, Developing new product Scaling EPR initiatives End-to-end digitisation Middle East, and
Slide 23: Financials – Profit & Loss Consolidated
Bhagyanagar India Limited Profit & loss - Consolidated Amt. in Rs. Lakhs 9M ENDED 9M ENDED Particulars YoY Growth Q3FY26 Q2FY26 QoQ Growth FY25 31.12.2025 31.12.2024 Revenue from operations 164,329.77 117,170.64 40.25% 57,732.41 58,037.08 -0.52% 162,560.51 Other Income 417.86 398.97 4.73% 55.46 64.7
Slide 24: Financials – Balance Sheet Consolidated
Bhagyanagar India Limited Balance Sheet - Consolidated Amt. in Rs. Lakhs Particulars As at 31st Dec 2025 As at 31st Dec 2024 As at 31st March 2025 EQUITY AND LIABILITIES Equity 23,907.03 20,280.67 20,738.49 LIABILITIES FINANCIALS Non-current liabilities 8,942.53 7,180.24 9,364.60 Current liabilities
Slide 25: Consolidated Quarterly Performance
Bhagyanagar India Limited Consolidated | Quarterly performance REVENUE FROM OPERATIONS EBITDA PAT In Lakhs In Lakhs In Lakhs QoQ% QoQ% QoQ% -0.52% 13.39% 13.92% 1,619.17 2,520.83 2858.42 757.17 1,127.23 1,284.13 48,560.29 58,037.08 57732.41 Q1FY26 Q2FY26 Q3FY26 Q1FY26 Q2FY26 Q3FY26 Q1FY26 Q2FY26 Q3F
Slide 26: Revenue Breakup
Bhagyanagar India Limited Based on type of services Particulars FY 2023-2024 FY 2024-2025 Q1FY26 Q2FY26 Q3FY26 REVENUE BREAKUP Commodity Products 60.36% 44.93% 47.85% 38.98% 39.88% Value Added Products 39.64% 55.07% 52.14% 61.02% 60.12% FY 2023-24 FY 2024-25 Q1FY26 Q2FY26 Q3FY26 39.64% 55.07% 52.14%
Slide 27: Turnover
Bhagyanagar India Limited In Lakhs REVENUE FROM OPERATIONS 200000 150000 In Crores Turnover 100000 2000 1,625.61 50000 TURNOVER 1500 1,84,577 1,42,931.12 1,62,560.51 0 2022-23 2023-24 2024-25 1000 In lakhs DOMESTIC VS EXPORT REVENUE Domestic Export 500 562.36 138.82 174.53 14148 21569 268.87 0 2004-
Slide 28: EBITDA Analysis
Bhagyanagar India Limited In Lakhs % 4000 2.5 EBITDA MARGIN 2.0 3000 EBITDA 1.5 EBITDA ANALYSIS 2000 1.0 1000 0.5 3,470.00 3,042.29 3,702.43 1.90 2.10 2.30 0 0.0 2022-23 2023-24 2024-25 2022-23 2023-24 2024-25 In Lakhs In Lakhs 25 40 50 40 EBITDA/KG EBITDA/KG EBITDA/KG 20 30 15 30 20 10 20 10 5 10 1
Slide 29: Management Commentary
Bhagyanagar India Limited Financial Highlights Key Business Advancements MANAGEMENT COMMENTARY Consolidated Turnover of 9M of 25-26 reached Rs. 1,64,329.77 Lacs The company made a deliberate shift towards manufacturing as against Rs. 117,170.64 Lacs for 9M of 24-25, reflecting strong Y-o- high-margi
Slide 30: Thank You
THANK YOU bhagyanagarindia.com Abhishek Bhutra | Himanshu Jain +91 40271 52861 +91 80006 85556 |+91 89051 81853 investorservices_bil@surana.com ir@finportalin.com Register for the Earnings Call LINK
Bhagyanagar India — Investor Presentation (January 2026) on 6ix