Baheti Recycling Industries Limited · NSE:BAHETI
Baheti Recycling Industries — Investor Presentation (July 2025)
26 slides from Baheti Recycling Industries's investor presentation, Jul 22, 2025
Slide 1: Submission of Investor Presentation to NSE
Date: 22/06/2025 To, The Listing Department, The National Stock Exchange Limited, Exchange Plaza, Bandra Kurla Complex, Bandra (E), MUMBAI – 400051 Dear Sir/Madam, Sub: Submission of Investor Presentation Ref: NSE Symbol BAHETI; ISIN- INE029Q01017 This has reference to Regulation 30(6) read with Par
Slide 2: Baheti Recycling Industries Limited Presentation
BAHETI RECYCLING INDUSTRIES LIMITED PRESENTATION 1
Slide 3: Disclaimer
DISCLAIMER This presentation and the accompanying slides (the “Presentation”), which have been prepared by Baheti Recycling Industries Limited (The “Company”) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, an
Slide 4: About Baheti Recycling
ABOUT BAHETI RECYCLING Incorporated in 1994, we are an Aluminium Recycling company, primarily engaged in processing Aluminium based metal scrap to manufacture Aluminium alloys in the form of Ingots and Aluminium de-ox alloys which takes shape of cubes, ingots, shots & notch bars. Our recycled produc
Slide 5: Baheti: At a Glance
BAHETI: AT A GLANCE We are in the business of pioneering Sustainable Metal Scrap and Recycling Solutions. 3+ Decades 10+ 18,160 MT Rich Industry Experience Industrial Applications Volumes Sold in FY25 IATF License 1 Pair 5 Acres of New TRF+Skelner to be Granted in June 2025 Land Parcel installed wor
Slide 6: Key Highlights
KEY HIGHLIGHTS International Automotive Task Force(IATF) certification received in June 2025 enables direct supply to Tier-1 automotive manufacturers, opening significant domestic and export opportunities. Installed proposed capacity scaled to 34,000 MTPA with ₹10 crores investment per combination o
Slide 7: Product Portfolio
PRODUCT PORTFOLIO Recycled Aluminium Solutions Aluminium Aluminium Aluminium Aluminium Aluminium Alloy Ingots Notch Bars Cubes Ingots Shots Superior corrosion Temperature-resistant Precision-engineered Dimensional precision High-temperature resistance meets engineering with dimensions with technolog
Slide 8: Manufacturing Facility
MANUFACTURING FACILITY State-Of-The-Art Unit 7
Slide 9: Manufacturing Facility
MANUFACTURING FACILITY Where Quality Takes Shape BAHETI’S MANUFACTURING 5 2.5 29,160MT 64% EXCELLENCE Acres of Acres of Production Capacity Total Land Idle Land Available Capacity Utilization 3 8 1 7 OUR EXISTING MACHINERY Rotary Furnaces of Tilting Rotary Electric Furnaces of Furnaces 300KGs/each F
Slide 10: Recycling Process
RECYCLING PROCESS Incoming Raw Material Visual Inspection Container Wise Reporting Pre-Heating Furnace Fluxing Weighment Segregation Melting Preparation Melting of Scrap Drossing Gate-In Inspection Report Filteration Spectro Analysis Degassing Addition of alloying Removing of FE Pouring Approval by
Slide 11: Catalysts for the Next Phase of Growth
CATALYSTS FOR THE NEXT PHASE OF GROWTH Poised to scale through capacity, demand, and sustainability-led levers IATF Certification New IATF 16949 certification enables direct supply to Tier-1 automotive manufacturers. Capacity Scaling Up Strategic Brownfield Expansion Systematic expansion of Replacin
Slide 12: 8X Asset Turnover Model
8X ASSET TURNOVER MODEL Superior Capital Efficiency in Manufacturing Introducing New Machinery: One Pair of TRF and Skelner, expected to be live by H2FY26 ₹25 Cr. ₹200 Cr. 8X Machinery + Land Annual Revenue Asset Capex for 1 pair of Tilting Rotary Furnace with Skelner Target from it Turnover (Cost p
Slide 13: Industrial Application
INDUSTRIAL APPLICATION Pursuing aerospace sector certifications and regulatory approvals through ongoing compliance and due diligence processes. Aerospace Pistons Pistons Transmission Transmission Transmission & Power & Power & Power Enginerring Enginerring Enginerring Enginerring & Electric & Elect
Slide 14: Forging the Future of Sustainable Metal: Vision 2028
FORGING THE FUTURE OF SUSTAINABLE METAL Our Way Forward: Vision 2028 1 Diversifying our Product Portfolio by addition of new products and verticals in our Core portfolio. This expansion helps us capture new market opportunities while leveraging our existing capabilities and expertise. 2 Scaling up C
Slide 15: Key Growth Highlights and Capacity Expansion
KEY GROWTH HIGHLIGHTS 7.75% 524 % 429 0 (₹ in Crores) EBITDA MARGIN 1 2 .6 4.74% +3 358 3.65% 248 3.28% 2.99% (₹ in Crores) REVENUE 127 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Our Revenue has grown sustainably at a CAGR of 42.52% over 5 years and we are Our EBITDA margin has more than doub
Slide 16: Our Growth Story
OUR GROWTH STORY First time revenue crossing Baheti Recycling Industries Ltd was 500 crore. Entered into South founded by Late Shri Bansilal Ramkishan India Market. Modernization of Shah. The company used to trade Shifted from 5 small Mr. Yash Shah joined the The company got listed Plants. Added new
Slide 17: Operational Performance
OPERATIONAL PERFORMANCE Particulars FY21 FY22 FY23 FY24 FY25 FY27E Capacity (MT) 12,000 12,000 16,800 29,160 29,160 34,000 Actual Production (MT): - Aluminium Alloy Ingots 4,931 5,925 8,472 10,494 11,576 - - Aluminium Deox 3,194 5,128 6,454 7,849 7,034 - Total Actual Production (MT) 8,125 11,053 14,
Slide 18: Marquee Clientele
MARQUEE CLIENTELE CHEMICALS & MATERIALS ENERGY, POWER & ELECTRICALS ENGINEERING & MANUFACTURING STEEL & METAL DIVERSIFIED AUTOMOTIVE 17
Slide 19: From the Chairman's Desk
FROM THE CHAIRMAN’S DESK After three decades of pure commitment to sustainable metal recycling, we stand at the most exciting inflection point in Baheti's history. Our journey from humble beginnings in 1994 to achieving ₹524 crores in FY25 revenue isn't just about numbers —it's about our family's pa
Slide 20: Our Promoters
OUR PROMOTERS Completed Higher Secondary from H. B. Kapadia New High School, Ahmedabad. Have an experience of around 35 years in the metal industry. Mr. Shankerlal Shah He is on the board since inception and currently looks after the overall Chairman & Whole Time management and operation of the comp
Slide 21: Our Board of Directors
OUR BOARD OF DIRECTORS Mr. Manoj Shah Mr. Dheeraj Singhvi Chief Financial Officer Chief Transformation Officer Mr. Shankerlal Bahedia Mr. Devang Patel Chief Administrative Officer QC Head Ms. Ayushi Shah Mr. Atul Sharma Non - Executive Director General Manager: Strategic Sales & Brand Promotion 20
Slide 22: Industry Overview
INDUSTRY OVERVIEW (in Billion $) DRIVERS OF GROWTH IN THIS INDUSTRY 75.52B G R 1. Massive Infrastructure Maturation and Going ahead, managing CA 32 % Urban Mining Revolution by-products, adding 6. 2. Circular Economy Dominance and Green 40.23B value from waste and Steel Transition 16.02B 21.43B 3. G
Slide 23: Certifications and Accreditations
CERTIFICATIONS AND ACCREDITATIONS ISO: 45001:2018 ISO: 14001:2015 DUNS Registered International Automotive Task Force IS 617:1994: One Star Export House ISO: 9001:2015 Certification granted in June 2025 22
Slide 24: Our Presence
OUR PRESENCE We currently serve over 25 cities in India and aim to expand our reach to additional cities with a focus on higher tick size. To boost our global presence, we plan to expand our international operations into European countries, including Hungary, Turkey, Germany, and the UK. 23
Slide 25: Baheti's ESG Practices
BAHETI’S ESG PRACTICES Recycling Recycling is the key component of modern waste reduction theory. At BRIL, aluminium scrap is used to produce fine aluminium products. Human Resources We have strong commitment to our employees and our peopleWe have strong commitment to our employees and our people En
Slide 26: Get in touch
Get in touch ir@bahetiindustries.com AYUSH DIVECHA | DHVIJ PATEL G12-14, 7th Floor- Commerce Centre, Mumbai- 400034 Email : ir@merlincapital.co.in Contact : +91 81048 55515
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