Document Purpose and Context
Shri Bajrang Alliance Limited submitted an investor presentation for Q2 FY27 (quarter ended September 30, 2026) to BSE Limited under SEBI Listing Regulations (Regulation 30 read with Part A of Schedule III). The document was dated November 3, 2026, and signed by Anshu Dubey, Company Secretary. The presentation contains operational and financial updates but explicitly states it does not contain any unpublished price-sensitive information.
Strategic Updates - Agro Division
- Export sales showed strong growth during H1 FY27, with export revenue increasing to ₹1,109.47 lakh from ₹680.24 lakh in the corresponding previous half year, representing 63.10% growth
- Export contribution to total revenue increased from 3.85% to 4.58%
- GOELD brand expanded to Seychelles in East Africa following launch in Liberia
- Company preparing to commence exports to Sierra Leone (West Africa) and Canada (North America)
- Strong order pipeline for Christmas 2026 and upcoming festive season with production aligned for timely fulfillment
Strategic Updates - Steel Division
- India's steel sector showed resilience in Q2 FY27 with 7-8% YoY consumption growth
- Steel prices showed V-shaped movement: mild compression early in quarter followed by sharp rally by September 2026 with some categories gaining 8.0% to 12.6% in a single month
- Record quarterly production: 17,882 tons (highest ever for any quarter)
- Record quarterly sales: 17,352 tons (highest ever for any quarter)
- Record monthly sales: 7,149 tons in September 2026 (highest ever for any month)
- Strong maintained order book: 9,000 to 10,000 tons every month
- Largest single order: 7,400 tons in July 2026 from Kalpataru Projects International Ltd
Financial Performance Highlights (Standalone)
Q2 FY27 Performance (Unaudited):
- Turnover: ₹13,742.29 lakh
- EBITDA: ₹869.46 lakh
- PBDT: ₹764.90 lakh
- PBT: ₹702.07 lakh
- PAT: ₹494.94 lakh
- EPS: ₹5.50
- Cash Profit: ₹622.94 lakh
Quarterly Comparison:
- Q1 FY27 Turnover: ₹10,497.83 lakh; Q2 FY26 Turnover: ₹8,739.83 lakh
- Q1 FY27 PAT: ₹331.33 lakh; Q2 FY26 PAT: ₹380.44 lakh
Half-Yearly Performance (H1 FY27 Unaudited):
- Turnover: ₹24,240.11 lakh (vs H1 FY26: ₹17,673.48 lakh)
- EBITDA: ₹1,391.55 lakh (vs H1 FY26: ₹961.39 lakh)
- PBDT: ₹1,190.36 lakh (vs H1 FY26: ₹906.52 lakh)
- PBT: ₹1,081.38 lakh (vs H1 FY26: ₹741.22 lakh)
- PAT: ₹826.27 lakh (vs H1 FY26: ₹629.58 lakh)
- EPS: ₹9.18 (vs H1 FY26: ₹7.00)
- Cash Profit: ₹1,069.51 lakh (vs H1 FY26: ₹783.75 lakh)
Full Year FY26 Reference (Audited):
- Turnover: ₹27,098.01 lakh
- EBITDA: ₹2,029.68 lakh
- PAT: ₹1,457.37 lakh
- EPS: ₹16.19
Financial Performance Highlights (Consolidated)
Q2 FY27 Performance (Unaudited):
- Turnover: ₹13,742.29 lakh
- EBITDA: ₹1,588.78 lakh
- PBDT: ₹1,525.87 lakh
- PBT: ₹702.07 lakh
- PAT: ₹494.95 lakh
- EPS: ₹13.49
Quarterly Comparison:
- Q1 FY27 PAT: ₹169.20 lakh; Q2 FY26 PAT: ₹164.94 lakh
Half-Yearly Performance (H1 FY27 Unaudited):
- Turnover: ₹24,240.11 lakh
- EBITDA: ₹2,744.79 lakh
- PBDT: ₹2,642.60 lakh
- PBT: ₹919.27 lakh
- PAT: ₹664.16 lakh
- EPS: ₹24.22
Full Year FY26 Reference (Audited):
- Turnover: ₹27,098.01 lakh
- EBITDA: ₹4,998.94 lakh
- PAT: ₹286.48 lakh
- EPS: ₹49.18
Shareholding Pattern
As of September 30, 2026:
- Promoter holding: 63.97%
- Public holding: 36.03%
Sustainability & Governance Focus
Environmental Responsibility: Energy efficiency initiatives, waste-management practices, sustainable food-practice initiatives
Social Responsibility: Employee skill-development, collaborative work culture, workplace well-being and engagement initiatives
Governance Framework: Operational accountability, disciplined capital allocation, compliance and internal controls, enterprise risk management
Global Market Presence
- North America: Steady US sales; Canada exports commencing soon
- European markets: Customer outreach in select markets
- UK: Retail and foodservice channel presence
- Africa: GOELD launched in Liberia and Seychelles; Sierra Leone exports commencing soon
- India: Operations across 35+ cities