Antony Waste Handling Cell Limited — PPTs, 01-06-2026: Investor Presentation

Here's a concise summary of the investor presentation for Antony Waste Handling Cell Limited:

1. **Business Performance:** The company reported a strong Q4FY26, with total revenue rising 19% year-over-year (YoY) to ₹296 Cr and EBITDA up 17% YoY to ₹68 Cr. Profit After Tax (excluding exceptional items) surged 68% YoY to ₹37 Cr in Q4FY26. For the full FY26, total revenue grew 13% to ₹1,084 Cr, and EBITDA increased 7% to ₹236 Cr. However, full-year PAT for owners was ₹75.5 Cr, down 12% YoY, primarily due to an exceptional arbitration settlement gain in the previous year. Waste Collection & Transportation (C&T) and Processing segments were key growth drivers.

2. **Growth Drivers or Strategy:** The company is pursuing a cluster-based growth approach, expanding into new states to enhance profitability. Strategic focus areas include Waste-to-Energy (WtE) projects with assured raw material supply and secured power agreements, boosting revenue from recyclables and Refuse Derived Fuel (RDF) sales, and bio-mining to reclaim legacy dump sites in major cities. They aim to secure steady revenue from clients with strong financials and enhance non-municipal revenue streams.

3. **Recent Developments:** In FY26, the company managed approximately 5.69 Million Metric Tonnes (MMT) of waste and sold around 1.77 lakh tonnes of RDF and 15,500 tonnes of compost. Their PCMC WtE plant generated over 69.30 Mn Green Units in FY26, with a Q4FY26 Plant Load Factor (PLF) of 83%. The addition of two WtE projects in Andhra Pradesh increased total WtE capacity to 44 MW. The firm avoided approximately 10,071 tonnes of CO2e in FY26.

4. **Key Financial Metrics:**

* FY26 Total Revenue: ₹1,084 Cr (+13% YoY)

* FY26 EBITDA: ₹236 Cr (+7% YoY)

* FY26 PAT (for Owners): ₹75.5 Cr (-12% YoY)

* Net Debt/Equity: 0.3x (improved from 0.4x in FY25)

5. **Management Commentary / Outlook:** Management anticipates substantial growth, with India's waste management industry projected to double in the next five years. The company is committed to sustainability and expanding its WtE, segregation, and bio-mining initiatives to capture these market opportunities.