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Earnings Call

Jain Resource Recycling Earnings Call: Key Takeaways

Jain Resource Recycling Limited achieved record FY26 consolidated revenue of ₹9,543 Cr with a 48% YoY growth, driven by strategic expansion in the copper segment and export markets.

Why this was an Alfa AlertNot a filter event. Results and project execution are stated as broadly in line with prior guidance.
Highlights
Revenue growth48% YoY for FY26; 76.4% YoY for Q4FY26.
MarginsEBITDA margin improved 18 bps YoY to 5.9% in FY26.
Demand visibilityStrong, supported by expansion into value-added copper products.
Management confidenceHigh, citing record performance and stabilization of LME price impacts.

Growth

FY26 Revenue grew 48% to ₹9,543 Cr; EBITDA up 53% to ₹559 Cr; PAT surged 56% to ₹347 Cr.

Outlook

Capex projects for copper cathode, wire rod, and plastic recycling targeting commissioning between July 2026 and Q4 FY27.

Risks

Geopolitical disruptions in West Asia causing shipping delays, higher liner charges, and increased fuel costs impacting margins.

Source

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

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Jain Resource Recycling Ltd: key numbers

Share price
₹286.85
Market cap
₹9,899 Cr
Revenue (annual)
₹9,543 Cr
Net profit (annual)
₹348.8 Cr
P/E (TTM)
27.5×Sector 19.0×
Promoter holding
73.59%+0.00% QoQ
FII holding
1.23%Current quarter

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

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Value
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