Q4 2025 Gravita India Ltd Earnings Call Transcript
Key Points
- Gravita India Ltd (BOM:533282) achieved its highest ever revenue, EBITDA, and PAT in FY25, with a five-year CAGR of 23% in revenue and 57% in PAT.
- The company is net debt-free and has received an upgraded credit rating from ICRA Limited to ICRA AA-.
- Gravita India Ltd has expanded its global footprint with the acquisition of a waste tire recycling plant in Europe, aligning with its sustainability initiatives.
- The company has approved an interim dividend of INR6.35 per equity share, maintaining a 14-year track record of consistent payouts.
- Gravita India Ltd is progressing with new projects, including a pilot lithium-ion battery recycling project and a rubber recycling facility, expected to be operational by H1 FY26.
- The company faces potential challenges in achieving its ambitious growth targets, with a need for significant CapEx of INR1,500 crore by FY28.
- There is uncertainty regarding the timeline for ADC12 listing on MCX, which affects hedging capabilities for the aluminum business.
- The profitability of overseas operations decreased from 53% in Q3 to 25% in Q4, partly due to operational disruptions in Mozambique.
- The company anticipates potential short-term impacts on logistics costs due to global trade shifts and container availability issues.
- Gravita India Ltd's plastic segment has not grown as expected, with challenges in developing new products and finding markets for value-added products.
Ladies and gentlemen, good day and welcome to the Gravita India Limited Q4 FY25 earnings conference call hosted by Antique Stock Broking Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Manish Mahawar. Thank you and over to you, sir.
Thank you. On behalf of Antique Stock Broking, I would like to welcome all the participants on the 4Q FY25 earnings call of Gravita India. We have Mr. Yogesh Malhotra, Whole-time Director and CEO; Mr. Vijay Pareek, Executive Director; Mr. Naveen Sharma, Executive Director; Mr. Sunil Kansal, Whole-time Director and CFO on the call.
Without further ado, I would like to hand over the call to Mr. Malhotra for opening remarks, post which, we will open the floor for Q&A. Take it, Mr. Malhotra.
Yeah, thank you, Mr. Manish. Good morning, ladies and gentlemen, and
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