Gravita India Ltd (BOM:533282)

Q4 2026 Gravita India Ltd Earnings Call Transcript

May 8, 2026 / 06:30 AM GMT

Release Date Price: ₹1763.45 (-2.04%)

Transcript

Key Points

Positve

Gravita India Ltd (BOM:533282) reported a strong five-year CAGR in revenue, EBITDA, and PAT of 25%, 49%, and 31%, respectively, indicating consistent operational and financial performance.
The company expanded its lead recycling capacity at Mundra by 80,300 metric tons per annum, enhancing operational efficiencies and optimizing logistics.
Gravita entered the copper segment through the acquisition of a 99.44% stake in Rashtri Metal Industries Limited, marking a strategic diversification beyond its core lead business.
The company has earmarked a total CapEx of Rs. 1,700 crore through FY29 to strengthen and expand existing businesses and support entry into new recycling verticals such as lithium-ion, copper, and steel.
Gravita has been assigned an ESG rating of 65 by NSC Sustainability Ratings and Analytics Limited, reflecting a strong commitment to sustainable business practices and long-term value creation.

Negative

The aluminum segment witnessed a declining trend in FY26 due to the inability to hedge and a selective sales strategy.
The company faced disruptions in logistics and sales to the Middle East, impacting EBITDA margins due to geopolitical conflicts.
The working capital cycle is expected to remain high at around 90 days due to increased inventory and copper business imports.
Despite the expansion, the lead segment's volume growth has been weaker than expected, with only a 15% CAGR.
The lithium-ion battery recycling facility is still in its pilot phase, with no significant revenue expected in the near term.

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

GRAI.NS - Gravita India Ltd
Q4 2026 Gravita India Ltd Earnings Call
May 08, 2026 / 06:30AM 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 Gravita India Limited's 4Q and F526 Earnings Conference Call hosted by Antic Stock Broking.

As a reminder, all participant lines will be in the listen-only mode 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 a touch-tone phone.

I now hand the conference over to Mr. Reju Dalui from Anti Stock Broking.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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