CMR Green Technologies Limited — Q1FY27 earnings call summary

Filed 04 July 2026 · Official transcript

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