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Earnings · Steel/Sponge /Pig Iron · Micro cap

Bihar Sponge Iron revenue drops 83% after plant operator abandons facility

Q4 revenue collapsed to ₹1,692 lakhs as operations halted in February. The company is now fighting an insolvency petition over a ₹1,722 lakh debt it says it doesn't owe.


Mkt cap₹113 cr
P/E9.99×
ROE0.00%
-83% YoY Q4 revenue decline after the plant operator walked away.

What's new

  • Q4 revenue fell 83% YoY to ₹1,692 lakhs after the plant operator left in February.
  • Agarwal Coal Corp. filed an insolvency petition for ₹1,722 lakhs in unpaid operational debt.
  • Bihar Sponge Iron disputes the liability, attributing it to former operator Vanraj Steels.

Why this matters

A revenue collapse of this magnitude isn't a soft quarter; it's a plant shutdown. The insolvency petition adds a second problem: a legal fight over debt the company says it never incurred. For a nano-cap already running on fumes, the combined operational and legal hit makes the going-concern question unavoidable.

What we're watching

  • Whether the plant operator returns or a replacement is found.
  • NCLT's initial ruling on the Agarwal Coal insolvency petition.
  • Any disclosure on plans to restart operations or service the disputed debt.

The full read

Bihar Sponge Iron's Q4 revenue dropped 83% YoY to ₹1,692 lakhs after its plant operator, Vanraj Steels, walked away in February. The full-year profit of ₹1,132 lakhs barely moved, but that masks the timing: the shutdown only hit in the final quarter. Now the company faces a legal fight. Agarwal Coal Corporation has filed an insolvency petition at NCLT Kolkata claiming ₹1,722 lakhs in unpaid operational debt. Bihar Sponge Iron says that debt belongs to the former operator, not to it. For a nano-cap with no functioning plant and a creditor at the NCLT's door, the question isn't growth. It's survival.

Questions answered

Why did Q4 revenue fall 83%?
The plant operator, Vanraj Steels, abandoned the facility in February. With no operations, quarterly revenue plummeted to ₹1,692 lakhs.
What is the insolvency petition about?
Agarwal Coal Corporation claims Bihar Sponge Iron owes it ₹1,722 lakhs for operational debt. Bihar Sponge Iron disputes the claim, saying the liability belongs to Vanraj Steels.
How did full-year profit hold up despite the revenue crash?
Full-year net profit was ₹1,132 lakhs, roughly flat YoY. The Q4 disaster hadn't yet fully washed through the annual numbers.
What does the company say about the disputed debt?
It attributes the ₹1,722 lakh liability to Vanraj Steels and continues to dispute the claim. The filing gives no further detail on the legal strategy.
Mentioned: Agarwal Coal Corporation · Vanraj Steels · NCLT Kolkata
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Bihar Sponge Iron Ltd.

Steel
₹110 cr
P/E 9.68×

Latest quarter · Mar 2026

Sales₹17 cr
Net profit₹1 cr
Op. margin−20.8%
EPS₹0.14

Strength & growth

Debt / equity-1.82×
Current ratio0.76×
Sales CAGR+70.6%