Lead Reclaim And Rubber Products Limited — PPTs, 27-11-2025: Investor Presentation

Lead Reclaim & Rubber Products delivered a strong H1 FY26. Revenue from operations surged 138% YoY to ₹21.90 Cr, with Profit After Tax (PAT) doubling 102% YoY to ₹0.99 Cr. EPS also jumped 74% to ₹1.15. A notable shift saw export sales climb to 6.15% of revenue, up from 0.16% last year, highlighting growing global reach.

The company is aggressively expanding its production capacity from 460 MT to 960 MT per month, driven by a circular economy and zero-waste strategy. Key initiatives include a planned 1.25 MW solar plant to cut electricity costs by ~85% and future investments in e-waste and solar panel recycling for diversification.

Recent wins include securing approved vendor status with a leading global tyre manufacturer, opening new export avenues. LRRPL also acquired land for a new facility, slated for December 2025 completion, and enhanced operations with automation and cost-efficient raw material imports.

Management is optimistic, expecting sustained growth fueled by increasing demand for cost-effective reclaimed rubber and favorable market conditions, including new recycling mandates. The company is well-positioned to capitalize on the expanding global and Indian reclaimed rubber markets.