GRPLTDNSEGRP LimitedMediumNeutral
Announced Sat, 16 May · 24:06 IST

GRP Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

GRPLTD · price

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Price reaction · full curve 14 horizons · vs prior close
-15.0%1-day move
₹1800.00
prior close
₹1800.00
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AI summary

GRP Limited reported a challenging FY26 with total income of Rs. 5,380 Mn (down 3% YoY), EBITDA of Rs. 429 Mn (down 38% YoY), and PAT of Rs. 46 Mn (down 85% YoY). Gross margins contracted to 49% from 54%, with EBITDA margins at 8% versus 13% last year. US tariff disruptions led to a 33% drop in reclaim revenues from key customers and 44% impact on raw material margins. EPR income declined sharply to Rs. 202 Mn from Rs. 434 Mn (which included prior-period accruals). The Pyrova Energy pyrolysis business remains in commercialization phase with Rs. 85 Mn PAT loss. The company highlighted FY27 margin improvement expectations as Pyrova reaches full capacity utilization and rCB production commences from Q3 FY27, with planned capex of Rs. 90-100 crore.

Likely market impact

FY26 results reflect significant margin pressure from US tariffs and raw material inflation, though the company is positioned for recovery in FY27 with new pyrolysis capacity and cost optimization initiatives. Near-term profitability remains under pressure.