Pursuant to Regulation 30 of SEBI LODR Regulations, 2015, please find enclosed herewith the Investor presentation of the Audited financial results of the Company for the half year and financial ....
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Awaiting price reaction for this filing.
GEM Enviro Management has shared its audited FY25 results via an investor presentation. Revenue grew a strong ~76.5% YoY to ₹5,920 lakhs (from ₹3,356 lakhs in FY24), and EPR credits secured rose to 6.32 lakh MT from 4.58 lakh MT. However, profitability took a sharp hit — EBITDA fell from ₹1,535 lakhs to ₹818 lakhs, with EBITDA margin compressing from 44.8% to 13.6% and net profit margin dropping from 33.0% to 10.1%. The company attributes the H2 FY25 margin dip to pricing pressure from new entrants, a sharp rise in EPR credit purchase costs, and higher verification/due diligence expenses. Management highlighted expansion into Battery, E-waste, and ESG infrastructure segments, and a new wholly-owned subsidiary (GEM Green Infra Tech Pvt. Ltd.) to drive future growth and margin improvement through strategic recycler collaborations.
Mixed signal for shareholders — strong revenue scaling is positive, but the steep margin erosion in H2 FY25 (EBITDA margin just 5.2%, NPM 3.98%) raises concerns on near-term profitability. The stock may react negatively to the margin contraction despite topline strength, though management's explicit commentary on margin recovery levers provides some forward comfort.