Jain Resource Recycling Limited has informed the Exchange about Investor Presentation

Jain Resource Recycling Limited reported record FY26 results with revenue crossing Rs. 9,000 crore milestone for the first time, reaching Rs. 9,543 crore (up 48% YoY), EBITDA of Rs. 559 crore (up 53%), and PAT of Rs. 347 crore (up 56%). However, Q4 FY26 showed margin compression with EBITDA margin falling to 3.5% from 5.3% YoY, primarily due to temporary factors including LME formula compression and Iran-Israel war disruptions affecting import supply chain and shipping costs. Management attributed this as one-time impact and expects Q1 FY27 normalization. The company is aggressively expanding into higher-margin copper value-added products (cathode, wire rod, busbar) through its SIPCOT facility, targeting 12,000 MTPA capacity with Phase 1 anode furnace already commissioned. Revenue mix shifted positively with copper contributing 55% vs 45% a year ago. The company also disclosed plans for new plastic recycling facility and Kuwait investment, both expected from Q3 FY27.