Namo eWaste Management Limited — Investor Meet, 19-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Namo eWaste reported a strong H1 FY26 with 31% revenue growth, 66% EBITDA jump, and 94% PBT increase, driven by operational efficiencies. The Nasik Li-ion plant is operating at 60%, generating 6% of H1 revenue, targeting 15% for the full year. A new Hyderabad e-waste plant is set for H2 FY26. Management targets 40-50% CAGR with sustainable 13-15% EBITDA margins, focusing on direct OEM sourcing and potential advanced mineral extraction. The company maintains a confident outlook, leveraging evolving regulations to expand its formal market share.