Concall notes from BCIL acquisition today –
1-Current capacity of BCIL is 14000 tons. Peak capacity can be reached is 18000 which will be reached in FY26.
In FY25 they will reach 16000 tons.
2- In FY25 BCIL will do EBITDA of 30cr.
(EBITDA of FY23 was 14cr)
3- Current debt is around 450cr. No more debt now.
Very Big news is they are planning to be debt free by FY26.
200cr Cashflow will be generated by Pitti annually.
20cr EBITDA by Pitti Castings and 30cr by BCIL in FY25 possible.
4- Benefit of this acquisition is that Logistics cost will he improved vastly. Though currently numbers of BCIL show less EBITDA margins but after acquisition it will improve as raw material cost will go down (it will be supplied from Pitti Only)
5 – This facility is in Bangalore where lot of clients are located. Logistics cost will be reduced.
6- Current order book 120cr for BCIL
7- FY25 consolidated EBITDA margin would be 17% and EBITDA around 295cr and approx 1700cr Topline.
8- FY26 → 360cr EBITDA+35cr incentive income by government.
9- 70% production capacity is automated. They are more inclined towards Industry 5.0 standards.
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