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Earnings Call

Gravita India Earnings Call: Key Takeaways

Gravita delivered steady FY26 results with 21% PAT growth, but faced Red Sea logistics disruptions and higher working capital debt due to the Copper business acquisition and inventory front-loading.

Why this was an Alfa AlertNot a filter event. Results were broadly in line with long-term strategy rather than exceeding guidance by >5%.
Highlights
Revenue growth10% YoY revenue growth; steady performance despite global macro headwinds.
MarginsEBITDA margins healthy at 10.6%; impacted by Red Sea logistics costs.
Demand visibilityPositive visibility in lead/copper segments; lithium segment remains in pilot phase.
Management confidenceConfident in 25% volume CAGR target despite short-term logistics disruptions.

Growth

FY26 Revenue up 10% YoY, PAT up 21%; volume growth muted at 5% due to logistics headwinds.

Outlook

FY27-29 guidance: 25% volume CAGR; ₹1700cr total Capex through FY29; Copper recycling to reach 100ktpa.

Risks

Red Sea conflict causing logistics cost spikes; under-utilization of new copper and lithium recycling assets.

Source

Earnings Call filed with BSE, NSE: GRAVITA. Summary written with AI assistance from the document.

Read the document ↗

Gravita India Ltd: key numbers

Share price
₹1,495.40
Market cap
₹11,037 Cr
Revenue (annual)
₹4,265 Cr
Net profit (annual)
₹378.8 Cr
P/E (TTM)
28.2×Sector 19.0×
Promoter holding
55.88%+0.00% QoQ
FII holding
12.86%Current quarter

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

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