| 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
- ₹290.15
- Market cap
- ₹10,013 Cr
- Revenue (annual)
- ₹9,543 Cr
- Net profit (annual)
- ₹348.8 Cr
- P/E (TTM)
- 27.8×Sector 18.4×
- Promoter holding
- 73.59%+0.00% QoQ
- FII holding
- 1.23%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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- Value
- ₹44.50 Cr
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- Value
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- Execution
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