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Investor Presentation

CMR Green Technologies Investor Presentation: Key Takeaways

CMR Green Technologies delivered strong Q1 FY27 results with 64.9% Revenue growth. Strategy focuses on expanding recycling capacity to 7L MTPA through greenfield projects and capitalizing on circular economy tailwinds.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth64.9% YoY for Q1 FY27
MarginsEBITDA per kg improved to Rs. 12.4
Demand visibilityStrong automotive demand and growing non-auto traction
Management confidenceHigh, citing strong volume growth and operational efficiencies

Growth

Revenue grew 64.9% to ₹3,122.7 Cr; PAT rose 21.9% to ₹68.2 Cr. Sales volume increased 25.2% YoY.

Outlook

Capex guidance of ~₹200 Cr for FY27. Capacity target of 7,00,000+ tonnes by FY27 end via two new plants.

Risks

Aluminium price volatility impacts reported revenue; high dependence on the automotive sector (OEM/Tier-1) for demand.

Last quarter's promises, checked

Delivered

  • Guided 25% volume growth for FY27 → delivered 25.2% in Q1 (= BEAT)
  • Guided FY27 Capex of ₹200 Cr → Ongoing with Shoolagiri/Bawal plants (= BEAT)
  • Guided EBITDA improvement → EBITDA per kg rose to Rs. 12.4 (= BEAT)

Partly delivered

  • Guided 7L MTPA capacity by FY27 end → Progressing via 2 new plants (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: CMRGREEN. Summary written with AI assistance from the document.

Read the document ↗

CMR Green Technologies Ltd: key numbers

Share price
₹224.49
Market cap
₹4,918 Cr
Revenue (annual)
₹8,640 Cr
Net profit (annual)
₹212.4 Cr
P/E (TTM)
22.2×Sector 19.0×
Promoter holding
84.00%
FII holding
2.49%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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