CMR Green Technologies Limited — Investor Meet, 04-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

CMR Green Technologies held an earnings conference call to discuss its financial results for the quarter and year ended March 31, 2026. Management provided an overview of the company's journey since its IPO, its operational strengths, and strategic initiatives, including expansion into beverage can recycling and green billets. The discussion highlighted the company's significant market share in the automotive recycled aluminum sector and its focus on sustainability and innovation.

Financials for FY26 showed a revenue of INR 8,640 Cr (30% YoY growth) and EBITDA at INR 449 Cr (50% YoY growth), with an EBITDA margin of 5.2%. PAT stood at INR 228 Cr, up 47.3% YoY. For Q4 FY26, revenue was INR 2,364 Cr (45% YoY growth), with EBITDA at INR 128 Cr (160% YoY growth) and PAT at INR 65.68 Cr.

Management is confident about future growth driven by capacity expansions, diversification into new sectors, and strong demand from the automotive sector, particularly EVs. The company plans for continued volume growth and EBITDA improvement through economies of scale, technological advancements, and new product development. Key Q&A points included capacity expansion plans, EBITDA per ton targets, the shift towards value-added products, and sourcing strategies for scrap amidst potential international export restrictions. The overall sentiment remains positive, with management expressing confidence in long-term sustainable growth.