Jain Resource Recycling Files Q2 & H1 FY26 Investor Presentation, Reports Strong Growth
Jain Resource Recycling reported robust H1 FY26 results with 27% revenue growth to ₹3,663 crore, 37% EBITDA growth to ₹250 crore, and 38% PAT growth to ₹155 crore. Successfully listed IPO on October 1, 2025, and pursuing strategic expansion plans.
The announcement includes strong financial results, details on a successful IPO, and outlines significant future growth strategies like forward integration and diversification into new recycling domains. These factors collectively indicate a high impact on the company's valuation and future prospects.
The company reported strong financial performance with significant year-on-year growth in revenue, EBITDA, and PAT. The successful IPO listing and clear strategic plans for future expansion and diversification also contribute to a positive outlook.
Jain Resource Recycling Limited has submitted its Investor Presentation for the financial highlights of the quarter and half-year ended 30th September 2025. This follows an earlier intimation for an earnings conference call for analysts and investors scheduled for Thursday, October 23, 2025.
Key Financial Highlights for H1 FY26: * Consolidated Revenue from Operations stood at ₹3,663 crore, a 27% year-on-year growth compared to ₹2,889 crore in H1 FY25. * EBITDA reached ₹250 crore, a 37% growth from ₹182 crore in the same period last year, with an EBITDA margin of 6.8%. * Profit After Tax (PAT) was ₹155 crore, marking a 38% year-on-year growth from ₹112 crore, with a PAT margin of 4.2%.
Segmental Performance & Revenue Mix: * Lead & lead alloy ingots contributed 48% of total revenue. * Copper & copper alloy products accounted for 46%. * Aluminium & aluminium products represented 4%. * Revenue mix was 37% from domestic markets and 63% from exports.
Management Commentary: Mr. Kamlesh Jain, Chairman & Managing Director, expressed gratitude to investors for their trust and highlighted the successful listing of the company on both NSE and BSE on October 1, 2025. He noted robust growth and strong performance across key business segments. He also stated the company's commitment to ESG excellence, innovation, and operational efficiency as foundations for growth. Looking ahead, the company plans to expand capacities, strengthen its presence in non-ferrous recycling, and advance forward integration into copper cathodes, wire rods, and busbars. Additionally, new growth avenues are being explored, including strategic scrap yard acquisitions and diversification into tyre, e-waste, and solar panel recycling.
Other Key Updates: * The Board of Directors approved the discontinuation of operations of its subsidiary, Jain Ikon Global Ventures (FZC) in Sharjah, UAE, effective April 17, 2025, due to low margins, high operational overheads, working capital constraints, and continued volatility in the gold refining sector. The subsidiary has been reclassified as an asset held for disposal. * Bank balances other than cash and cash equivalents as of September 30, 2025, include IPO proceeds of ₹1,250 crore, with ₹750 crore pertaining to the Offer for Sale (OFS) by the promoters. * The forward integration project for Copper Cathode, Wire Rod, and Copper Busbar Manufacturing is advancing, with construction at approximately 70% as of September 2025. Commissioning is expected in Q1 FY27 (April-June 2026), with a Phase I Capex plan of ₹95 crore, of which ₹45 crore has been spent to date.
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Jain Resource Recycling Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Jain Resource Recycling Limited. Read the original for the full detail.