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Earnings Call

Lead Reclaim and Rubber Products Earnings Call: Key Takeaways

Lead Reclaim and Rubber Products reported ₹39.82 Cr revenue and ₹4.09 Cr PAT for FY26. Management is pivoting towards higher-margin verticals like TPO, RCB, and EPDM to drive future profitability.

Highlights
Revenue growth27.96% YoY growth for FY26.
MarginsEBITDA margin improved from 11.89% (FY25) to 21.40% (FY26).
Demand visibilityStrong, driven by EPR mandates requiring 100% tyre recycling.
Management confidenceHigh, focused on circular economy and capacity scaling.

Growth

FY26 Revenue grew 27.96% YoY to ₹39.82 Cr; EBITDA surged 130% to ₹8.52 Cr with margins expanding to 21.40%.

Outlook

Targeting ₹180 Cr+ revenue by FY29; massive capacity expansion from 960 MT/month to 4,200 MT/month following ₹35.58 Cr fundraise.

Risks

Potential fluctuations in raw material scrap rubber availability and evolving environmental regulatory compliance requirements.

Source

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

Read the document ↗

Lead Reclaim and Rubber Products Ltd: key numbers

Share price
₹93.50
Market cap
₹80.79 Cr
Revenue (annual)
₹39.82 Cr
Net profit (annual)
₹4.09 Cr
P/E (TTM)
19.8×Sector 33.6×
Promoter holding
53.24%
FII holding
0.00%Current quarter

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

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