| Revenue growth | 26% YoY in Q1FY27 |
|---|---|
| Margins | EBITDA margins improved to 11% despite gross margin contraction. |
| Demand visibility | Resilient replacement demand; strong domestic automotive demand. |
| Management confidence | High; citing successful execution and business model conviction. |
Growth
Q1FY27 Revenue grew 27% YoY; PAT surged 140% YoY to Rs. 42 Mn. EBITDA margins expanded 233 bps to 11.0%.
Outlook
Capex of ~Rs. 90-100 Cr planned for FY27. Targeting Reclaim Rubber capacity expansion to 110KTA by FY30.
Risks
Facing raw material inflation (31% increase in RM costs) and evolving global supply chain/logistics dynamics.
Last quarter's promises, checked
Delivered
- Guided Pyrova stability in Q4FY26 → Delivered 85%+ utilization (= BEAT)
- Guided new RR line commission by Q1FY27 → Delivered on schedule (= BEAT)
- Guided domestic volume growth to offset exports → Delivered 24% volume growth (= BEAT)
Partly delivered
- Guided FY27 Capex Rs. 90-100 Cr → Rs. 91 Cr cumulative spent on Pyrova (= PARTIAL)
Investor Presentation filed with BSE, NSE: GRPLTD. Summary written with AI assistance from the document.
GRP Ltd: key numbers
- Share price
- ₹1,999.00
- Market cap
- ₹1,066 Cr
- Revenue (annual)
- ₹535.3 Cr
- Net profit (annual)
- ₹3.22 Cr
- P/E (TTM)
- 188.0×Sector 33.6×
- Promoter holding
- 40.05%-0.01% QoQ
- FII holding
- 0.02%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from GRP Ltd
All →GRP Earnings Call Transcript: Key Takeaways
GRP Ltd reports strong FY27 Q1 with 26% revenue growth, driven by Pyrova Energy utilization and structural margin expansion through synergistic tire recycling integration.
- Call
- Guides 20% growth
GRP Q1 FY27 Results: Net Profit ₹4.2 Cr, Up 147.1% YoY
GRP Ltd reported revenue from operations of ₹156.8 Cr (+26.8% YoY) and net profit of ₹4.2 Cr (+147.1% YoY) for Q1 FY27.
- Key figure
- Net profit ₹4.2 Cr · +147.1% YoY
GRP Earnings Call: Key Takeaways
GRP Ltd reported a challenging FY26 with total income of ₹5,380 million, down 3% YoY, impacted by lower EPR credit recognition and export softness due to US tariffs.
GRP Earnings Call: Key Takeaways
GRP Limited's FY26 consolidated revenue fell 3% to ₹5,380 Mn, with PAT declining 90% to ₹32 Mn due to US tariffs and raw material inflation.