Gravita India Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Gravita India closed FY26 strong, with revenue up 10% to INR 4,265 Cr and PAT up 21% to INR 378.80 Cr. Q4 also saw robust growth. The company is on a significant expansion path, targeting 8 lakh tonnes per annum capacity by FY29. Key strategic moves include acquiring Rashtriya Metal Industries for INR 560 Cr, entering the copper segment, and commissioning pilot Li-ion battery and new lead recycling facilities. A total CAPEX of INR 1,700 Cr is earmarked through FY29 for existing and new verticals like copper, lithium-ion, and rubber. Management expects 20-25% volume CAGR over the next three years, though Q1 might see short-term margin impacts from West Asia disruptions.