Lead Reclaim and Rubber Products Investor Presentation: Key Takeaways
H1FY27 revenue ₹36.12 Cr (+64.93%), EBITDA ₹5.74 Cr (15.89% margin), PAT ₹3.20 Cr (+223%). Pivot to four value-added verticals and 4,200 MT/month capacity.
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H1FY27 revenue ₹36.12 Cr (+64.93%), EBITDA ₹5.74 Cr (15.89% margin), PAT ₹3.20 Cr (+223%). Pivot to four value-added verticals and 4,200 MT/month capacity.
Q2 FY27 revenue ₹633 Cr (+7.8% YoY), EBITDA margin 21.3%, PAT ₹81.9 Cr (-10% YoY). Focus on input-cost inflation, festive demand shifting into Q3, and Rajasthan steel bottle ramp-up.
H1 FY27 revenue ₹22.32 Cr (+65.2%), EBITDA ₹4.09 Cr (18.3% margin), PAT ₹2.80 Cr (+129.5%). Strategy: scale overseas and move to product-led revenue.
Q2FY27 revenue ₹115.7 Cr (+19.8% YoY), EBITDA ₹37.4 Cr (31.4% margin), PAT ₹26.2 Cr (+15.4%). H1FY27 revenue ₹219.0 Cr, PAT ₹46.2 Cr (+43.9%). Growth via acquisitions.
Q2 FY27 standalone revenue ₹275 Cr (+2%), EBITDA ₹37 Cr (+22%), PAT ₹27 Cr (+42%), EBITDA margin 13.3%. Diversification offset a weak agro season.
Q2 FY27 PAT ₹15.06 Cr (+148.5% YoY) on AUM ₹1,766 Cr. Book shifting to Mediclaim and Salary Saathi; GNPA 1.77%.
Q2 FY27: total income ₹16.79 Cr, PBT ₹8.72 Cr, net profit margin 38.42%. Disbursements grew 77.64% Q/Q. No explicit guidance given.
Q2 FY27 revenue ₹4,730 Mn (+127% YoY) and H1 FY27 revenue ₹6,286 Mn (+59%), but net profit fell sharply. Three promoter-group merger schemes are pending NCLT sanction, and the auditor's review is qualified.
Standalone Q2 FY27 total revenue Rs1,356 Cr (+4%), EBITDA Rs134 Cr (-16%), margin 9.9%, PAT Rs38 Cr (-73%). Consolidated PAT loss Rs119 Cr on Rs318 Cr exceptional charge. Order book Rs15,964 Cr.
H1 FY27 GWP Rs 24,704 Cr, NWP Rs 23,226 Cr, PAT Rs 4,378 Cr, combined ratio 107.4%, ROE 16.4%, solvency 418%. Strategy: international expansion, cat reserves, digitisation.
H1 FY27 revenue Rs 1,733 Mn (+69%), EBITDA Rs 692 Mn (+98%, 40.0% margin), PAT Rs 525 Mn (+97%). Q2 PAT Rs 251 Mn (+60%). High-Tech drives growth; Green Products declined.
Q2FY27 PAT Rs10 Cr vs loss Rs7 Cr; EBITDA Rs42 Cr (+210%) on sugar realisation up 15%. H1 PAT Rs10 Cr; debt falling.
Q2 FY27 revenue ₹363.8 Cr (+18%), net EBITDA ₹162.2 Cr (+22%, 44.6% margin), PAT ₹79.8 Cr (+90%). Best-ever Q2; asset-light network expansion continues.
Q2 revenue rose 40% to ₹576 Cr with 25% operating EBITDA margin and ₹90 Cr PAT. Arena acquisition flatters growth, and recent plant inspections remain unresolved.
Q2 FY27 revenue INR 15,925 mn (+103.9% YoY) with TruBridge consolidated for 82 days. Reported EBITDA margin 27.7%; PAT INR 2,176 mn (+20.4% YoY); adjusted PAT INR 2,734 mn.
Q2 FY27 consolidated revenue ₹83.22 cr (+138.1% YoY), PAT ₹8.41 cr (+101.8%), EBITDA margin 15.34%. AkikoPay live on iOS/Android, ~1 lakh customers onboarded.
Q2 FY27 consolidated revenue ₹549.2 Cr (+27% YoY) and EBITDA ₹10.9 Cr (2.0% margin) turned positive; PAT loss ₹15.2 Cr. Bio-based chemicals drive growth; sugar/ethanol remains loss-making.
Q2 FY27 revenue ₹69.2mn (+58% YoY) but Adj EBITDA ₹(55.3)mn and PAT ₹(88.7)mn loss. Net debt ₹2,674mn, 0.76x D/E. Management targets ₹9,022mn PAT by FY29 via ongoing and new projects.
Q2 FY27 revenue ₹854 Cr (~25% YoY), EBITDA margin 11.7%. FY27 revenue guidance held at high single digits. EBITDA margin uplift raised to 2–2.5 ppt, helped by full price pass-through.
Q2 FY27 AUM ₹3,530 Cr (+4.5% QoQ); retail book ₹3,086 Cr (+25% YoY); GNPA up to 4.81% from 3.94% QoQ; borrowing cost below 10%.
H1 FY27 total income ₹218.0 Cr (+93.6%), PAT ₹20.2 Cr (+76.2%), EBITDA ₹27.7 Cr (+55.5%). Strategy: diversify into busduct, VFD, medium-voltage switchgear, PCVCB and RMU.
Record Q2 FY27 consolidated revenue of ₹200.9 Cr (+23.6% YoY), EBITDA ₹39.0 Cr (19.4% margin), PAT ₹25.3 Cr (12.6% margin). Growth led by Ashoka and Truly Indian; Surat capacity ramping.
Record Q2 FY27 revenue of ₹379 Cr with 23.4% EBITDA margin and ₹54 Cr PAT. Growth is real, but receivables are rising and margin questions were deflected to a through-cycle target.
Q2 FY27 revenue INR 10,827 Mn (+54.7% YoY), PAT INR 570 Mn (+417.6%), EBITDA margin 10.0%. H1 FY27 posted record half-yearly revenue and EBITDA.
Q2 FY27 record quarter: revenue INR 10,915 Mn (+32% YoY), EBITDA INR 2,112 Mn (19.4% margin), PAT INR 1,086 Mn (+52% YoY). All segments hit highest-ever sales; ADS scaling fast.
Q2 FY27 revenue ₹2,509 Mn (+81% YoY), EBITDA ₹713 Mn (28% margin), PAT ₹406 Mn (+272%). H1 revenue ₹4,982 Mn, PAT ₹832 Mn. Aerospace and defence-focused textile materials and solutions.
Q2 FY27 consolidated revenue INR 1,074 Mn (+12.8% YoY), EBITDA margin 20.95%, PAT INR 73 Mn (-49.7%) on depreciation and overseas mix shift.
Revenue ₹670 Cr (+35% YoY) and adjusted EBITDA ₹14 Cr (2.1%) show improvement. Core contribution margin is flat at 21.1%, and management declined to give a margin timeline.
H1 FY27 revenue Rs71.5 Cr (+76.2%), EBITDA Rs10.3 Cr (14.4% margin), PAT Rs5.4 Cr (+123.6%). Order book Rs120 Cr+ across 35 live contracts.
Consolidated Q2 revenue ₹1,988 Cr, +26% YoY, EBITDA margin 13.7%. H1 revenue +21.4%, margin 14.5%. Plumbing margin sits in guided range, but adhesive India, UK and paint are below guidance. Net profit not disclosed.