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Gravita India Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Copper recycling facility commissioning on track within 12 months; INR1,680 Cr capex planned through FY29
- Copper EBITDA margin expected to rise from INR55,000 to INR70,000 per ton over 2-3 years
- Q1 FY27 revenue grew 42% y-y to INR1,475 Cr; PAT up 14% y-y at INR106.39 Cr
- Supply chain disruptions from Middle East war impacted lead volumes; ramp-up expected by FY27 end
- Total volumes rose 4% y-y to 55,455 MT; copper segment at 50% capacity utilization
- Lead capacity expanded at Phagi to 75,819 MT; Mundra LME brand listing achieved
- EBITDA per ton: lead INR24,181; aluminum INR25,175; plastic INR10,197; copper INR55,151
- Value-added products now 63% of revenue, driven by copper and focus on higher-margin sales
- Net debt approx INR150 Cr; working capital cycle ~95 days due to inventory and transit delays
- Management confident of 25-30% PAT CAGR over next 4-5 years despite near-term challenges
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.