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Earnings Call Transcript

Nupur Recyclers Earnings Call Transcript: Key Takeaways

Nupur Recyclers delivered 56% revenue growth, shifting towards higher-margin aluminum extrusion and lithium-ion battery recycling.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth₹83.03 Cr, up 56.6% YoY, driven by volume and Frank Metals ramp-up.
MarginsEBITDA margins expanded to 15.48% due to higher value-added product mix.
Order book20-25% revenue from long-term OEM contracts like Tata Motors.
Demand visibilityHigh visibility in solar and EV battery recycling sectors.
Management confidenceExtremely optimistic, emphasizing debt-free status and forward integration strategy.

Growth

Strong revenue growth driven by higher volumes in scrap processing and increased contribution from Frank Metals.

Outlook

Launching 6,000-tonne LFP battery recycling plant in Q2/Q3 FY27 to target EV sector growth.

Risks

Heavy exposure to LME price volatility; zero hedging policy creates high margin risk.

Source

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

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Nupur Recyclers Ltd: key numbers

Share price
₹161.70
Market cap
₹1,117 Cr
Revenue (annual)
₹215.9 Cr
Net profit (annual)
₹14.22 Cr
P/E (TTM)
78.6×Sector 41.4×
Promoter holding
73.60%+0.47% QoQ
FII holding
0.41%Current quarter

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

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Key figure
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