| Revenue growth | 42% YoY growth driven by higher capacity and copper integration. |
|---|---|
| Margins | EBITDA margins healthy at 9.8%; copper margins expected to scale. |
| Demand visibility | Strong global circular economy tailwinds supporting long-term volume targets. |
| Management confidence | Confident but cautious regarding Middle East logistics and scrap availability. |
Growth
Revenue grew 42% YoY; PAT rose 14%. Growth is increasingly driven by copper and value-added product mix (63%).
Outlook
Targeting 8 lakh+ MTPA capacity by FY29 with 1,680 Cr total capex outlay.
Risks
Red Sea conflict causing lead scrap shortages; high working capital (95 days) due to copper inventory builds.
Last quarter's promises, checked
Delivered
- Guided 4.57L MTPA capacity → delivered 4.57L MTPA (= BEAT)
- Guided Phagi lead expansion Q1 FY27 → delivered Phagi expansion (= BEAT)
- Guided Mundra lead expansion 145k MTPA → delivered 145,100 MTPA (= BEAT)
Partly delivered
- Guided 1,700 Cr total Capex → delivered 1,680 Cr outlay (= PARTIAL)
- Guided 90 days working capital → delivered 95 days (= PARTIAL)
Missed
- Guided 5-year revenue CAGR 25% → delivered 42% revenue growth but volume only 4% (= MISS)
Earnings Call Transcript filed with BSE, NSE: GRAVITA. Summary written with AI assistance from 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 Earnings Call Transcript: Key Takeaways
Gravita reported strong Q1 FY27 results with consolidated revenue growing 42% YoY, primarily driven by lead and copper segments. Profit after tax rose 14% YoY despite higher finance costs.
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- Value
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