GRP Ltd (BOM:509152)

Q4 2025 GRP Ltd Earnings Call Transcript

May 12, 2025 / 09:30 AM GMT

Release Date Price: ₹2862.4 (+4.21%)

Transcript

Key Points

Positve

GRP Ltd (BOM:509152) reported a 16% increase in income for Q4, driven by the sale and approval of extended producer responsibility (EPR) credits.
The company successfully commissioned a crum rubber facility, enhancing its capacity to over 122,000 tons and enabling increased downstream integration.
EBITDA margins rose by 45% in Q4, supported by EPR-related income and improved operating performance.
India's reclaimed rubber exports increased by 10% in FY25, with GRP Ltd maintaining a market share of over 35% in reclaimed rubber exports from India.
The company is targeting a threefold capacity expansion across key business verticals, positioning itself for future growth and enhanced market readiness.

Negative

Volumes during the quarter were negatively impacted by continued macroeconomic volatility, particularly in the tire sector's OE segment.
The company faced significant pressure on operating margins in the reclaimed rubber business due to persistent inflation in raw material costs.
A one-time inventory write-off of INR10.5 million was recorded, affecting gross margins.
Proposed tariff measures in the US have created uncertainty, impacting export revenues and causing a decline in consolidated export revenues by about 2%.
Employee costs increased from 9.9% to 10% of revenue, driven by ESOP-related charges and provisions for variable pay.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GRPI.NS - GRP Ltd
Q4 2025 GRP Ltd Earnings Call
May 12, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the GRP Limited Q4 25 earnings conference call. This conference call may contain forward-looking statements about the company, which are based on beliefs, opinions, and expectations of the company as of the date of this call. These statements are not the guarantees of future performance and involve risk and uncertainties that are difficult to predict. As a reminder, all participant lines will be in the listen-only mood, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. I now hand the conference over to Ms. Harsh Gandhi, managing director,

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