Belrise Industries Ltd

🚀 Belrise Industries Plans ₹8,000M Expansion & Doubles Down on Growth Strategy

- Record Q4 FY25 profit after tax: ₹1,100M

- Manufacturing revenue up 9% to ₹65,938M in FY25; EBITDA margins at 14.2%

- 24% market share in India’s 2-wheeler metal components (1 in 4 chassis on Indian roads)

- Content per vehicle: ₹12,500 (2-wheelers) & ₹30,000 (4-wheelers/commercial vehicles)

- Acquired H-One India for ₹1,900M (boosts high-tensile steel capabilities)

- Mag Filters acquisition (₹165M) to add up to ₹1,250M/year in revenue

- ₹8,000M capex planned for facility/tech upgrades over 2 years

- Aims to double 4-wheeler/commercial vehicle market share from 12% in 2-2.5 years

- Transitioning to Tier 0.5 supplier, deepening OEM integration

- Consolidated FY25 revenue growth: 11% (₹82,908M); EBITDA: ₹10,211M

- Exports contributed 5.8% of manufacturing revenue (FY25); global expansion planned

- Current capacity utilization: ~65% across 17 facilities (scaling potential)