Shera Energy Limited — Investor Meet, 13-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Shera Energy reported strong H1 FY'26 results: consolidated income grew 30% to Rs 1,183 Cr, EBITDA jumped 42% to Rs 41 Cr, and net profit rose 57% to Rs 15 Cr, driven by efficiency and product mix.

The Zambia copper cathode facility is set for commercial production this quarter, targeting 1,200 MT annually, scaling to 5,000 MT by FY'27-end with Rs 300-500 Cr CAPEX. This backward integration is expected to boost margins by 15-20%. Forward integration into solar ribbons and conductors is also advancing, projecting 7-10% margin addition. Management maintains a bullish outlook on long-term copper demand due to global electrification and infrastructure growth.