Bhagyanagar India Limited · NSE:BHAGYANGR
Bhagyanagar India — Investor Presentation (November 2025)
30 slides from Bhagyanagar India's investor presentation, November 2025
Slide 1: Refining Resources, Redefining Responsibility
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 H1FY26 Managed by three generations of the Surana family. COMPANY OVERVIEW FINANCIAL HIGHLIGHTS Has a subsidiary: Bhagyanagar Copper Pvt Ltd. ₹1,06,597.36 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 - Other Products
Bhagyanagar India Limited Other Products PRODUCT PORTFOLIO Solar Absorber Fins & Flat Plate Submersible Winding Wires Collectors IS-standard, durable & efficient Solar thermal solutions Commutators Heating Elements & Thermostats For LCV & passenger vehicle motors Domestic & industrial use 11
Slide 12: Expanding Portfolio
Bhagyanagar India Limited In the financial year 2024-25, the company successfully introduced two new products, thereby expanding and diversifying its product portfolio. EXPANDING PORTFOLIO Solar Wires / Cell Connectors / Tinned Copper Bus Bars PV Ribbons Tin plating enhances corrosion Tinned copper
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 to invest approximately Rs. 30 crores in capital expenditure to strategically support its growth objectives. INVESTMENT HIGHLIGHTS Allocation of Rationale for Funds Investment This investment will be primarily The CAPEX is designed to directed towards expa
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 ENGINEERING AUTOMOTIVE INDUSTRIES WE SERVE INFRASTRUCTURE POWER TRANSMISSION SOLAR 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 generated revenue of USD 26,243.1 Infrastructure push under India’s million
Slide 19: Business Opportunity Size - Indian Copper Sector
Bhagyanagar India Limited INDIAN COPPER SECTOR BUSINESS OPPORTUNITY SIZE Rs. 38,680 Cr (USD 4.65 Bn) 5 Mn MT Projected market value by 2030, Capacity addition target for copper CAGR 6.3% (2024–2030) smelting and refining by 2030. 90–97% 1.06 Mn MT Import dependency for copper Annual estimated domest
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 ~₹ 15,000 Cr ~₹ 12,000 Cr ~₹ 10,000 Cr ~₹ 5,500 Cr ~₹ 4,000 Cr Transmission, Wires, harnesses, Solar ribbons, Cables
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 ₹5,000 crore revenues within the next decade. 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 N
Slide 23: Financials - Profit & Loss Consolidated
Bhagyanagar India Limited Profit & loss - Consolidated Amt. in Rs. Lakhs Particulars H1FY26 H1FY25 YoY Growth Q2FY26 Q1FY26 QoQ Growth FY25 Revenue from operations 106,597.36 77,722.56 37.15% 58,037.08 48,560.29 19.52% 162,560.51 Other Income 362.40 308.48 17.48% 64.78 297.61 (78.23%) 565.41 EBITDA
Slide 24: Financials - Balance Sheet Consolidated
Bhagyanagar India Limited Balance Sheet - Consolidated Amt. in Rs. Lakhs Particulars As at 30th Sep 2025 As at 30th Sep 2024 As at 31st March 2025 EQUITY AND LIABILITIES Equity 22,622.90 19,882.12 20,738.49 LIABILITIES FINANCIALS Non-current liabilities 10,109.45 7,590.26 9,364.60 Current liabilitie
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% 19.52% 55.69% 48.87% 48,560.29 58,037.08 1,619.17 2,520.83 757.17 1,127.23 Q1FY26 Q2FY26 Q1FY26 Q2FY26 Q1FY26 Q2FY26 EBITDA MARGIN PAT MARGIN % % QoQ% QoQ% 30.3
Slide 26: Revenue Breakup
Bhagyanagar India Limited Based on type of services Particulars FY 2022-2023 FY 2023-2024 FY 2024-2025 Q1FY26 Q2FY26 REVENUE BREAKUP Commodity Products 73.80% 60.36% 44.93% 47.85% 38.98% Value Added Products 26.20% 39.64% 55.07% 52.14% 61.02% FY 2022-23 FY 2023-24 FY 2024-25 Q1FY26 Q2FY26 26.20% 39.
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 88 4 268.87 0 2004-2005 20
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 In Lakhs 25 35 40 30 EBITDA/KG EBITDA/KG EBITDA/KG 20 30 25 15 20 20 10
Slide 29: Management Commentary
Bhagyanagar India Limited Financial Highlights Key Business Advancements MANAGEMENT COMMENTARY Consolidated Turnover of H1 of 2025-26 reached Rs. The company made a deliberate shift towards 1,06,597.36 Lacs as against Rs. 77,722.56 Lacs for H1 of manufacturing high-margin, value-added products, 2024
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
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