ALFA Finder| Revenue growth | 76% YoY in Q1FY27. |
|---|---|
| Margins | Margins moderated due to product mix and initial ramp-up costs. |
| Demand visibility | Positive due to sustainable manufacturing trends and regulatory initiatives. |
| Management confidence | High, citing strong execution and value-added project pipeline. |
Growth
Q1FY27 Revenue grew 76% YoY; EBITDA increased 22% to ₹110 Cr despite margin moderation to 4.0%.
Outlook
Copper cathode commissioning in Q2FY27; Copper wire/busbar and Antimony projects scheduled for Q3FY27. Dedicated plastic recycling facility planned.
Risks
Fire at Unit-II temporarily impacted operations; West Asia geopolitical issues causing shipment and machinery delays.
Last quarter's promises, checked
Delivered
- Copper anode Phase 2 commissioning Q1FY27 → Delivered July 2026 (= BEAT)
- Lead volume growth 10-15% → Delivered 1.85L tons in FY26 (= BEAT)
Partly delivered
- Copper cathode Phase 1 Q2FY27 → On track for Q2FY27 (= PARTIAL)
- Antimony project commissioning → Scheduled for Q3FY27 (= PARTIAL)
Missed
- Normalized EBITDA ₹30k-32k/ton → Delivered ₹14k/ton in Q4FY26 (= MISS)
Investor Presentation filed with NSE, NSE: JAINREC. Summary written with AI assistance from the document.
Jain Resource Recycling Ltd: key numbers
- Share price
- ₹286.25
- Market cap
- ₹9,878 Cr
- Revenue (annual)
- ₹9,543 Cr
- Net profit (annual)
- ₹348.8 Cr
- P/E (TTM)
- 28.1×Sector 17.1×
- Promoter holding
- 73.59%+0.00% QoQ
- FII holding
- 0.79%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Jain Resource Recycling Ltd
All →Jain Resource Recycling Other Announcement
Jain Resource Recycling filed the monitoring agency report on IPO proceeds for the quarter ended September 30, 2026. It flags a deviation from IPO objects.
Jain Resource Recycling Production Started
Jain Resource Recycling's subsidiary began commercial production of copper cathodes at its Gummidipoondi Unit III. Initial capacity is 750 MT monthly, expanding the group's recycled metals portfolio.
- copper cathode production capacity
- 9000.0 MTPA
Jain Resource Recycling Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs 3,337 Cr (+58% YoY), PAT Rs 90.6 Cr (-8%), EBITDA margin 4.2%. H1 revenue Rs 6,061 Cr (+65%), PAT Rs 160 Cr (+3%). Copper value-add expansion drives strategy.
Jain Resource Recycling Q2 FY27 Results: Net Profit ₹90.6 Cr, Down 8.1% YoY
Jain Resource Recycling Ltd reported revenue from operations of ₹3,337 Cr (+57.9% YoY) and net profit of ₹90.6 Cr (-8.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹90.6 Cr · -8.1% YoY
Jain Resource Recycling Board Meeting Date
Jain Resource Recycling Ltd intimated that its Board is scheduled for 03 Nov 2026 to consider un-audited financial results for Q2/H1 FY27. No financial figures or material decisions are reported in this advance notice.
Jain Resource Recycling Other Announcement
Jain Resource Recycling Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.