Refex Industries Limited — PPTs, 14-11-2024: Investor Presentation

**Q2 & H1 FY25 Investor Presentation Summary**

**Financial Highlights:** Refex Industries reported Q2 FY25 total income of ₹527.64 crore, marking a substantial 48.58% year-on-year increase. EBITDA rose to ₹47.69 crore, up 36.16%, while PAT surged 59.44% to ₹37.32 crore, yielding a PAT margin of 7.07%. For H1 FY25, total income reached ₹1,119.69 crore, a 51.64% increase from the previous year's ₹738.41 crore.

**Strategic Initiatives and Growth Drivers:** The company is expanding capacity and fleet size significantly in the Ash & Coal Handling segment. Plans include doubling ash capacity and entering 10 new states. For Green Mobility, Refex intends to grow its fleet to 5,000 electric vehicles by FY27 and plans to diversify its refrigerant gases offerings by partnering with major OEMs.

**Business Developments:** The company aims to enhance its power trading capabilities, engaging in both short-term and medium-term agreements across India.

**Market Position and Competitive Advantage:** Positioned among India's top power traders, Refex is expanding its geographical footprint and operational capabilities, which should optimize logistics and enhance revenue streams.

**Investor Implications:** The robust financial performance alongside strategic expansions presents opportunities for potential growth in multiple sectors. Stakeholders should consider maintaining optimism regarding the company's trajectory in sustainable solutions and market share growth.