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Investor Presentation

Gravita India Investor Presentation: Key Takeaways

Gravita delivered strong Q1FY27 growth with revenue up 42% YoY and EBITDA up 29%. Strategy focuses on 'Vision 2030' through diversification into copper, rubber, and steel recycling.

Guidance and delivery
Management target Net Profit 35.0% FY30
Highlights
Revenue growth42% YoY in Q1FY27.
MarginsConsistent EBITDA margins at 9-10%; hedging in place.
Order book60,000 MT+ healthy orderbook.
Demand visibilityStrong, driven by circular economy opportunities and OEM tie-ups.
Management confidenceHigh; citing operational excellence and value-added product mix.

Growth

Revenue grew 42% YoY (Rs. 1,475 Cr), PAT up 14% (Rs. 106 Cr). 5-year revenue CAGR stands at 25%.

Outlook

Vision 2030 targets 20-25% volume CAGR and 30-35% profitability growth. Capex planned for copper and steel expansion.

Risks

Exposed to fiscal policy changes, global demand/supply volatility, and metal price fluctuations in international markets.

Last quarter's promises, checked

Delivered

  • Guided 4.50L MT capacity → delivered 4.57L MT (= BEAT)
  • Guided 15% tax rate → delivered 15% (= BEAT)
  • Guided 90 days working capital → delivered 90 days (= BEAT)

Partly delivered

  • Guided 10% EBITDA margin → delivered 9-10% (= PARTIAL)

Missed

  • Guided 20-25% volume growth → delivered 4% (= MISS)
Source

Investor Presentation 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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Gravita India Other Announcement

Gravita India Ltd has notified shareholders about the dispatch of the annual report and AGM notice to those without registered email IDs, complying with SEBI regulations.

15:57 IST BSE
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Gravita India Annual General Meeting

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