BEW Engineering Ltd - Key Takeaways from Bharat Connect Conference (Mr. Ashish Kacholia holds 4.28% stake in the company) 🔄Please RT if this adds value—it helps us grow & reach more investors! ♻️ Key Updates- 👉 H2'25 Revenue should be around Rs 80Cr; Rs 130-140 Cr in FY'25 👉 Revenue guidance of Rs 200 Cr in FY'26 | Rs 300 Cr in FY'27 with EBITDA margin of 20% 👉 New product (Continuous Parallel Drying segment) will be available for trial in 2-3 months 👉 Pharma segment will remain the growth driver; situation improved in Chemicals and Agrochemicals, which dried up in the last 18 months 👉 Order Book = Rs 90 Cr 👉 Key clients Harman Finochem (25%), Sai Lifescience, Piramal Pharma, etc Business Updates- ▶️ High inventory due to high-cost raw material (nickel alloy) for the cancelled Bangladesh order (Rs 35-40 Cr) ▶️ With the new plant in operation in next 2 months, company will have better working capital utilisation and improved efficiency ▶️ Company takes around 4-6 months to manufacture a product after receiving orders, as it is a customised product based on client's specification ▶️ Management is working on bringing inventory days down to 200 days Competitive Intensity- 👉 Company competes with HLE Glasscoat in filtration and dryer segment; GMM mainly in glass line equipment 👉Company manufactures 8 different types of equipment compared to 3 by HLE Glasscoat 👉 China doesn't have much presence in the process equipment industry as it is a customised equipment based on client's requirement Key Triggers- ▶️ Revival of demand from agrochemical and chemical sector ▶️ New facility and recent fundraise will solve the working capital issues