Submission of Transcript of Investor/Analyst Meeting of CMR Green Technologies Limited held on 02nd July 2026 for Audited Financial Results of the Company for Quarter and Financial Year ....

AI summary - FY26 consolidated revenue 8640 Cr +30% y-y; EBITDA 449 Cr +50% y-y (margin 5.2%); PAT 228 Cr +47.3% - FY26 volume grew 24% to 80,381 MT; aluminum sales +27% to 65,636 MT; non-ferrous metals +18% to 14,745 MT - FY27 capacity to increase to ~700,000 MT (80% aluminum, 20% non-aluminum); capex ~200 Cr - EBITDA per ton ~INR11, expected to improve via technology, product diversification, and scale - Auto segment drives growth; aluminum use in EVs 3x conventional vehicles; recycled aluminum meets same specs as primary - Risk management hedges commodity price volatility; mark-to-market OCI reflects hedge positions - Supply chain diversified globally; scrap sourcing resilient despite export bans - Multiple analyst queries on capacity expansion, EBITDA margin improvement, and recycled aluminum adoption