India · Delayed Price · Currency is INR Gravita India Earnings Call Transcripts
Fiscal Year 2026
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Strong FY 2026 results with 10% revenue and 21% PAT growth, major copper segment entry via RMIL acquisition, and robust CapEx plans targeting 20%-25% volume CAGR. Margin pressure from logistics disruptions, but long-term guidance remains positive.
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Q3 and nine months FY26 saw steady revenue and strong profit growth, with EBITDA up 15% and PAT up 32% year-on-year. Capacity expansions are on track for Q4, and the company maintains robust margins and a positive outlook for new recycling verticals.
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Steady H1 FY '26 performance with 13% revenue and 36% PAT growth year-on-year, driven by value-added products and operational efficiency. Capacity expansion and CapEx realignment support ambitious growth and diversification targets, with regulatory changes boosting domestic scrap availability.
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Q1 FY26 saw 15% revenue and 39% PAT growth, with strong EBITDA margins and 47% revenue from value-added products. Capacity expansion and diversification remain on track, with a robust capex plan and focus on operational efficiency and risk management.
Fiscal Year 2025
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Record revenue, EBITDA, and PAT were achieved in FY2025, with strong growth in value-added products and domestic scrap sourcing. Ambitious CAPEX and expansion plans target 25-30% annual growth, while maintaining high ROIC and a net debt-free position.
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Q3 FY25 saw robust revenue and profit growth, with strong volume increases in lead, aluminum, and plastic. Capacity expansions, regulatory tailwinds, and a focus on value-added products support a 25%+ growth outlook, while debt is set to reduce to near zero by year-end.
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Strong YoY growth in revenue, EBITDA, and PAT was driven by higher value-added product share, increased domestic scrap availability, and market arbitrage. Strategic expansion into Europe and new recycling verticals, along with regulatory changes, are expected to sustain growth and margins.
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Q1 FY2025 saw 29% revenue and PAT growth, with strong volume gains and improved margins. Strategic CapEx, increased domestic scrap sourcing, and new recycling projects support ambitious growth and profitability targets through FY2028.