GRAVITANSEGravita India Limited· MiningMediumNeutral
Announced Wed, 7 May · 17:32 IST

Gravita India Limited has informed the Exchange about Transcript

Analyst Day Multiyear TargetsOrder Pipeline DisclosedCfo Debt Reduction RoadmapMgmt Guided Margin ImprovementInvestor Communications View source PDF

GRAVITA · price

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Awaiting price reaction for this filing.

AI summary

Gravita India reported record performance for FY25, with revenue up 22% to INR3,869 crores, adjusted EBITDA up 22% to INR404 crores (margin 10.43%), and PAT up 31% to INR312 crores (margin 8%). Q4 FY25 revenue grew 20% YoY to INR1,037 crores with PAT at INR95 crores (+38% YoY). The company is net debt-free, and ICRA upgraded its credit rating to AA- Stable. Management outlined a INR1,500 crore capex plan through FY28 to scale capacity from 3.34 lakh MTPA to over 700,000 MTPA, including new verticals like rubber, lithium-ion battery, plastic, steel, and paper recycling. A waste tire recycling plant was acquired in Romania with an 80% stake. The Board declared an interim dividend of INR6.35 per share. Management reaffirmed Vision 2029 targets of over 25% volume CAGR, 35%+ profit growth, and 25%+ ROIC.

Likely market impact

Strong earnings beat and net debt-free status with credit rating upgrade are positive signals. The INR1,500 crore capex plan over 3 years and diversification into lithium-ion and rubber recycling support the long-term growth story. Interim dividend of INR6.35/share rewards shareholders, and management's confidence in sustaining margin guidance (INR18-19/kg lead EBITDA) should support stock sentiment.