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Earnings Call

Namo eWaste Management Earnings Call: Key Takeaways

Namo eWaste reported strong FY26 results with Revenue at ₹195.13cr and PAT at ₹14.35cr. Strategy focuses on doubling capacity to 82,000 MT and expanding into high-margin battery recycling and hydro-metallurgy.

Why this was an Alfa AlertManagement explicitly guided for 2x revenue growth (100% YoY) for the next two years, significantly exceeding the 50% threshold.
Highlights
Revenue growthGuided for 4x revenue growth in two years (2x annually).
MarginsTargeting 7-10% PAT; 15-18% gross margins for e-waste.
Order book80-85% procurement via long-term direct B2B contracts.
Demand visibilityStrong; driven by electronics consumption and stricter EPR rules.
Management confidenceHigh; citing decentralized expansion and B2B sourcing contracts.

Growth

FY26 Revenue grew 29% to ₹195.13cr; PAT surged 70% to ₹14.35cr. H2 FY26 PAT grew 136% YoY.

Outlook

Management guides 2x revenue growth over next 2 years (₹800-900cr target) and 7-10% PAT margins. Major hydromet capex planned.

Risks

Raw material sourcing remains a challenge; currently utilizing 60% capacity. Regulatory litigation by some domestic consumer brands.

Source

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

Read the document ↗

Namo eWaste Management Ltd: key numbers

Share price
₹328.00
Market cap
₹750.0 Cr
Revenue (annual)
₹194.6 Cr
Net profit (annual)
₹14.35 Cr
P/E (TTM)
52.3×Sector 41.4×
Promoter holding
69.05%
FII holding
0.14%Current quarter

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

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Annual General Meeting

Namo eWaste Management Annual General Meeting

Namo eWaste Management Limited held its 13th Annual General Meeting on September 17, 2026. The meeting transacted business including adoption of financials and director appointments.