Lead Reclaim & Rubber Products Ltd. · NSE:LRRPL
Lead Reclaim & Rubber Products — H2 FY2026 Earnings Presentation
32 slides from Lead Reclaim & Rubber Products's earnings presentation, May 18, 2026
Slide 1: Exchange intimation letter: H2 FY2025-26 investor presentation
Date: 18.05.2026 To, National Stock Exchange of India Limited Exchange Plaza Bandra Kurla Complex Bandra (E) Mumbai-400051 SUBJECT- H2 FY 2025-26 INVESTOR PRESENTATION Dear Sir/ Madam, In accordance with the applicable requirements and regulations of the Securities and Exchange Board of India (Listi
Slide 2: Investor Presentation H2 & FY26
LEAD RECLAIM AND RUBBER PRODUCTS LTD Investor Presentation H2 & FY26
Slide 3: Our Overview
LEAD RECLAIM AND RUBBER PRODUCTS LIMITED OUR OVERVIEW We turn discarded rubber into high-performance, valuable products, seeing opportunity where others see waste. By combining advanced technology with eco-friendly practices, we create reclaimed rubber that meets and often exceeds industry standards
Slide 4: Vision & Mission
VISION & MISSION Our vision is to be an industry leader in producing recyclable, cost-effective, and top-quality reclaimed rubber from scrap rubber. We are committed to the continual enhancement of our manufacturing capabilities and investment in green projects to minimise environmental harm. Our as
Slide 5: Operational Snapshots
OPERATIONAL SNAPSHOTS FY 2025-26 ₹3982 Lakhs ₹852 Lakhs ₹409 Lakhs Revenue EBITDA PAT Solar EPDM Export 21.40% 10.27% 3x Commissioning Expansion Growth EBITDA % PAT % Asset Turnover 1.25MW solar plant Construction of the Expanding scheduled for Ethylene Propylene Diene presence across commissioning
Slide 6: Solution for the Industries / Industries we Serve
SOLUTION FOR THE INDUSTRIES Radial tyres: It account for over 90% of Tyre Industry passenger vehicle usage globally, making them the largest source of tyre scrap. Over 1 billion waste tyres are generated annually worldwide, Conveyor Belt with Asia-Pacific contributing nearly 40%. Industries we Serve
Slide 7: Current Product Range
CURRENT PRODUCT RANGE Whole Tyre Reclaim Rubbers Butyl Tube Reclaim Rubbers Natural Tube Reclaim Rubbers In Whole Tyre Reclaim, LRRPL has In Butyl Tube Reclaim, LRRPL has In Natural Tube Reclaim, LRRPL has below four grades : below two grades : below two grades : Lead Wtrht Lead Btr Lead NE Lead Wtr
Slide 8: Growth Capital
GROWTH CAPITAL FUNDRAISE Lead Reclaim & Rubber Products Ltd. (LRRPL) has raised ₹35.58 Crore through a preferential issue to accelerate New Growth Verticals: expansion into four new high-growth and margin- accretive business verticals. The fundraise witnessed Tyre Pyrolysis Oil (TPO) strong particip
Slide 9: Our New Verticals (1/4): Tyre Pyrolysis Oil
OUR 4 NEW VERTICALS (1/4) Tyre Pyrolysis Oil (TPO) Tyre Pyrolysis Oil (TPO) is an alternative fuel produced from Waste Tyres waste tyres through the pyrolysis process, offering high energy Mundra Facility value while promoting sustainable waste recycling. Investment ₹12 Cr. Cost Advantage: Shared La
Slide 10: Our New Verticals (2/4): Recovered Carbon Black
OUR 4 NEW VERTICALS (2/4) Recovered Carbon Black (RCB) Recovered Carbon Black (RCB) is a sustainable material recovered from waste tyres, used as an eco-friendly alternative Mundra Facility Waste Tyres to virgin carbon black in rubber and industrial applications. Investment ₹12 Cr. Massive Price Gap
Slide 11: Our New Verticals (3/4): EPDM Rubber
OUR 4 NEW VERTICALS (3/4) EPDM Rubber (Recycled) Waste EPDM Rubber Recycled Ethylene Propylene Diene Monomer Rubber(EPDM) is a durable and eco-friendly material recovered from used Chhatral Facility rubber products, widely used in flooring, playgrounds, sports surfaces, and industrial applications.
Slide 12: Our New Verticals (4/4): Tyre Crumbs
OUR 4 NEW VERTICALS (4/4) Tyre Crumbs (Rubber Granules) Waste Tyres Tyre Crumbs (Rubber Granules) are recycled rubber materials produced from waste tyres, widely used in sports surfaces, Kheda Facility road construction, flooring, and various industrial applications. Current 960 MT Significant Savin
Slide 13: Horizontal Expansion: SAF and Marine Fuel Opportunities
HORIZONTAL EXPANSION SAF AND MARINE FUEL OPPORTUNITIES Ethanol set the precedent at 1% — TPO is next. With GOI's blending mandates evolving, LRRPL is primed to ride the next wave of sustainable fuel integration. TPO- The future of Goverment blending targets sustainable fuels for Sustainable Aviation
Slide 14: Our Presence
OUR PRESENCE Sweden Punjab Haryana China Rajasthan England Gujarat Maharashtra Madhya Pradesh Chhattisgarh Andhra Pradesh Turkey USA Philippines Thailand Kerala Revenue across Geographies Bangladesh Australia Exports 6% Argentina Sri Lanka South Africa Domestic 94% Earnings Presentation H2FY26 | Lea
Slide 15: EPR Ecosystem
EPR ECOSYSTEM EPR (Extended Producer Responsibility) is a policy approach where producers are responsible for collecting, recycling, and environmentally managing the waste generated from their products after use. Compliance options: ERP Cycles Target Weight Allocated Cons. Factor Higher multiplier =
Slide 16: Lead(ing) From the Front: Growth Triggers
LEAD(ING) FROM THE FRONT GROWTH TRIGGERS Capacity Expansion: Ongoing investments in new capcities and process optimization to significantly enhance production capacity, enabling the company to meet rising demand and achieve scale-driven efficiencies for high-margin products. Shift to Higher-Margin P
Slide 17: Way Forward: Path to 2029
WAY FORWARD PATH TO 2029 4.5x 180+ Revenue (₹ Cr.) 39.82 FY26 FY29E 1 2 3 FUNDRAISE CREATING EPR AND INDUSTRY TAILWINDS SHIFT TO HIGHER-MARGIN LEVERAGE FOR GROWTH CREATING CAPTIVE DEMAND PRODUCTS ₹30 Cr preferential issue (50% promoter-funded) directly finances the From 2025, tyre manufacturers must
Slide 18: Management Commentary
MANAGEMENT COMMENTARY The result marks another important step in our journey of building a stronger, larger, and more diversified business. We continue to execute with discipline across our existing operations while also laying the foundation for the next phase of growth through value-added, sustain
Slide 19: Manufacturing Process
MANUFACTURING PROCESS Straining Pre-Refining Final Refining Reclaimed rubber in sheet form Premixing Weighing M/c Rotary Auto Clave Devulcanisation Crumb Scrap Yard Cracking Machine Rubber Rubber Scrap Rubber Granules Packing Yard Debeading Grinding Machine Quality Control Machine Crumb Rubber Earni
Slide 20: Our Journey
OUR JOURNEY Applied for future expansion with a proposed capacity of Received Certificate of Listed on NSE SME, a 1950 MT > Reclaim Rubber: Membership from the Rubber landmark achievement in 950 MT > Scrap Rubber Incorporated in Ahmedabad as Manufacturers' Welfare the company's growth Powder: 950 MT
Slide 21: Key Business Strategies
KEY BUSINESS STRATEGIES Process Technology Zero Waste Green Growth and and Control Philosophy Future Readiness Advanced tech, Utilizes all tyre scrap Focus on eco-products, standardized inputs, and Circular Economy efficiently while managing Consistency That certifications, and real-time monitoring
Slide 22: Industry Overview
INDUSTRY OVERVIEW India: A Growing Hub for Reclaim Rubber Global Reclaim Rubber Market: Expanding Horizons India is among the largest producers and consumers of Global reclaim rubber market is witnessing strong growth due to increasing emphasis on sustainability and recycling solutions Source : Gran
Slide 23: Board of Directors
BOARD OF DIRECTORS Mr. Baldevbhai Patel Mr. Jayeshh Patel Mr. Kalpeshbhai Patel Chairman Managing Director Director Role & Experience Role & Experience Role & Experience Founding promoter, associated since inception. Founding promoter, associated since inception 10 years in financial markets Over a
Slide 24: Manufacturing Facility
MANUFACTURING FACILITY EXISTING FACILITY 8,093.71 sq. meters 960 Land Area MT/Month (Current) 44.81% 1,100 Capacity Utilization MT/Month (Approved) Pithai, District Kheda, Gujarat, India Solar Facility - Current Capacity 250 KW at Kheda plant Enhanced Capacity 1,250 KW (completed) Investment ₹4.20 C
Slide 25: What Makes Us Lead
WHAT MAKES US LEAD WHY CUSTOMERS PREFERS LRRPL EPR Uncompromising Sustainable Customer-Centric Compliance Quality Practices Approach Achieved 100% EPR We pride ourselves on We not only reclaim and Our relationship with our compliance through delivering top-quality repurpose scrap rubber but customer
Slide 26: Marquee Clientele
MARQUEE CLIENTELE Earnings Presentation H2FY26 | Lead Reclaim and Rubber Products Ltd 25
Slide 27: Testimonials
TESTIMONIALS What impressed me the most was the dedication Working with Lead Reclaim & Rubber Products Ltd. has to quality. The final product not only met but been a fantastic experience. Their scrap rubber surpassed my requirements. The attention to detail recycling processes have resulted in eco-f
Slide 28: Social Causes: Corporate Social Responsibility
SOCIAL CAUSES CORPORATE SOCIAL RESPONSIBILITY Our CSR efforts focus on reducing poverty, addressing hunger, promoting quality education, ensuring gender equality, and supporting climate action. Through these initiatives, we aim to uplift communities and drive inclusive, sustainable development. No P
Slide 29: Certifications
CERTIFICATIONS ISO 9001:2015 ZED Sigma Test REACH Test Certification Certification Certificate Report Earnings Presentation H2FY26 | Lead Reclaim and Rubber Products Ltd 28
Slide 30: Consolidated Profit and Loss
CONSOLIDATED PROFIT AND LOSS H2FY26 H2FY26 YoY % FY26 FY25 YoY % Revenue from Operations 1792 2192 (18.25)% 3982 3112 27.96% Cost of Goods Sold 922 1637 - 2541 2271 - Employee Cost 66 68 - 126 99 - Other Expenses 232 220 - 461 372 - EBITDA 570 231 146.75% 852 370 130.27% EBITDA % 31.81% 10.54% - 21.
Slide 31: Consolidated Balance Sheet
CONSOLIDATED BALANCE SHEET ASSETS FY26 FY25 EQUITY & LIABILITIES FY26 FY25 Fixed Assets 1425 1008 Share Capital 864 864 Capital work in progress 596 274 Reserves and Surplus 1552 1144 Defferred tax assets - - Total Equity 2416 2008 Long term loans and advances 31 31 Long term borrowings 676 186 Othe
Slide 32: Get in touch
Get in touch rs@leadrubber.com AYUSH DIVECHA G12-14, 7th Floor- Commerce Centre, Mumbai- 400034 Email : ir@merlincapital.co.in Contact : +91 81048 55515
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