Gravita India Limited — Q1FY27 earnings call summary

Filed 30 July 2026 · Official transcript

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