Namo eWaste Management Limited — PPTs, 14-11-2024: Investor Presentation

**Financial Highlights**: Namo eWaste Management Limited reported a remarkable increase in total income for H1 FY25, reaching ₹6700.13 Cr, up 88.40% from ₹3556.29 Cr in H1 FY24. EBITDA surged to ₹680.96 Cr, reflecting a 42.46% growth, while PAT nearly doubled to ₹534.31 Cr, marking a 95.77% year-over-year increase. The PBT also showed strong growth of 38.94% to ₹524.36 Cr. Despite this growth, EBITDA margin declined to 10.16% from 13.44%. Significant year-to-date initiatives and strategic expansions are expected to fuel future revenue growth.

**Strategic Initiatives and Growth Drivers**: Namo is on track to enhance its e-waste processing capabilities significantly with plans for a new lithium-ion battery recycling plant in Nashik and an additional facility in Hyderabad. These moves will not only increase recycling capacity but also position Namo to better service the growing battery waste market.

**Business Developments**: The acquisition of Techeco Waste Management LLP emphasizes Namo’s strategic direction in augmenting its recycling operations, particularly in lithium battery recycling, vital in today's tech-driven economy.

**Market Position and Competitive Advantage**: Namo operates within a rapidly growing e-waste management sector in India, with 30,500 MTPA total recycling capacity. It holds a distinctive edge through its partnerships and expertise in integrating advanced recycling technology.

**Investor Implications**: Namo’s robust growth trajectory combined with its strategic expansions presents notable opportunities for investors. Continued investment in capacity enhancement and technology will likely reinforce its market position, driving sustained growth amidst rising e-waste challenges. Watch closely for the company's path as it capitalizes on emerging market dynamics and technological advancements.