Jain Resource Recycling Limited · NSE:JAINREC
Jain Resource Recycling — Q4 FY26 Earnings Presentation
39 slides from Jain Resource Recycling's earnings presentation, May 18, 2026
Slide 1: Investor Presentation intimation to stock exchanges
JAIN RESOURCE RECYCLING LIMITED J ArN (Formerly Known as Jain Resource Recycling Private Limited) METAL GROUP Date: May 18, 2026 JRRIL/2026-27/007 To, National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers Bandra Kurla Complex Dalal Street, Mumbai
Slide 2: Jain Resource Recycling Limited Investor Presentation Q4 & FY26
Jain Resource Recycling Limited Investor Presentation Q4 & FY26
Slide 3: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Jain Resource Recycling Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for
Slide 4: Q4 & FY26 Performance Highlights
Q4 & FY26 Performance Highlights
Slide 5: Performance Highlights & Outlook – FY26
Performance Highlights & Outlook – FY26 Commenting on the performance, Mr. Kamlesh Jain – Chairman & Managing Director said: “ We are pleased to share that in FY26, we crossed the Rs. 9,000 crore revenue milestone for the first time in the company’s history, achieving our highest-ever annual perform
Slide 6: Business Update and Key Initiatives (1/2)
Business Update and Key Initiatives (1/2) • Forward integration into value-added copper products Key Focus • Expansion into higher-margin and specialty metal products Areas • Strengthening raw material security and recycling ecosystem • Scaling global partnerships and processing capabilities Product
Slide 7: Business Update and Key Initiatives (2/2)
Business Update and Key Initiatives (2/2) Specialty Plastic Recycling Facility • Finalized ~6 acres of land for setting up a dedicated plastic Antimony Project Metal & recycling unit, shifting operations from the copper and lead • Capacity: 1,000 MT Lead-Antimony bullion processing recycling plants
Slide 8: Financial highlights – Q4 & FY26
Financial highlights – Q4 & FY26 Revenue (Rs. Crores) EBITDA (Rs. Crores) PAT (Rs. Crores) 5.7% 5.9% 3.5% 3.6% +48.4% +53.1% +55.6% 9,543.1 558.9 347.4 6,429.4 365.0 223.3 FY25 FY26 FY25 FY26 FY25 FY26 Revenue (Rs. Crores) EBITDA (Rs. Crores) PAT (Rs. Crores) 5.3% 3.5% 3.0% 2.1% +76.4% +17.8% +25.7%
Slide 9: Segmental highlights – FY26
Segmental highlights – FY26 Copper & Copper Ingots Lead & Lead Alloy Ingots Aluminium and Aluminium Alloys Volumes (In MT) Volumes (In MT) Volumes (In MT) 53,702 1,85,779 12,616 1,48,579 10,703 40,075 FY25 FY26 FY25 FY26 FY25 FY26 Revenue (Rs. Crores) Revenue (Rs. Crores) Revenue (Rs. Crores) 5,261.
Slide 10: Segmental highlights – Q4FY26
Segmental highlights – Q4FY26 Copper & Copper Ingots Lead & Lead Alloy Ingots Aluminium and Aluminium Alloys Volumes (In MT) Volumes (In MT) Volumes (In MT) 16,878 44,051 45,022 5,098 3,380 8,996 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Revenue (Rs. Crores) Revenue (Rs. Crores) Revenue (Rs. Crores)
Slide 11: EBIDTA Per Tonne – Q4 & FY26
EBIDTA Per Tonne – Q4 & FY26 Copper & Copper Ingots Lead & Lead Alloy Ingots Aluminium and Aluminium Alloys FY26 FY26 FY26 36,075 18,328 23,723 15,714 20,815 26,140 FY25 FY26 FY25 FY26 FY25 FY26 Q4 FY26 Q4 FY26 Q4 FY26 17,127 17,390 33,264 14,894 13,310 23,985 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Q4 FY25
Slide 12: Consolidated profit and loss account statement – Q4 & FY26
Consolidated profit and loss account statement – Q4 & FY26 # EBITDA/MT Compression – Q4FY26 | Key Factors & Reassurance Particulars (INR Crs) Q4FY26 Q4FY25 Y-o-Y (%) Q3FY26 Q-o-Q (%) FY26 FY25 Y-o-Y (%) 1. Realisation Formula Decline — Sale Price as % of LME • During Q4, our sale realisation as a pe
Slide 13: Company overview
recycle today. greener tomorrow METAL GROUP Company overview
Slide 14: FY26 - Company at a glance
FY26 - Company at a glance One of India’s largest and fastest-growing non-ferrous metal recycling companies, with a Product Portfolio legacy spanning over seven decades Lead & Lead Alloy Ingots 1953 2013 +2.4 lakh LME Copper & Copper Ingots Constituted as a partnership Commenced of operations MPTA o
Slide 15: Journey so far
Journey so far Secured registration with the London Metal Exchange for the Lead brand under the brand name of “Jain 9997” Reconstituted vide partnership Expansion of operations by Initiated supply of aluminum Commissioning of Value-added deed dated April 1, 1993 setting by a Copper cable alloys to c
Slide 16: Awards and certifications
Awards and certifications Awards MSME Chamber of Industry outlook MSME Chamber of MCX awards Times business awards DGEMS 2024 Indian institute of commerce & industry Top 10 metal commerce & industry of India Leading hedger – north 2025 Forbes D Globalist metals of India recycling companies Fastest g
Slide 17: Strong management team
Strong management team Hemant Shantilal Jain Sanchit Jain Kamlesh Jain Mayank Pareek Executive Director & Executive Director Chairman & Managing Director Joint Managing Director Chief Financial Officer • Experience of 30+ years in the metal industry • Experience of 10+ years in the metal industry •
Slide 18: Our core competencies
Our core competencies 01 Strategically located Recycling Facilities having Multi product processing capability 02 Diversified product portfolio Strong customer base in 20+ countries & supplier 03 base in 120+ countries with global footprint 04 Deep sourcing capabilities 05 In house tech and quality
Slide 19: 1. Strategically located recycling facilities
1. Strategically located recycling facilities …having multi product processing capabilities End-to-end 5* 45+ Cross-facility recycling processes Recycling Facilities Acres of land utilization of our by products Raw material Authorised production quantity Map of Chennai District Facility 1 Copper Scr
Slide 20: 2. Diversified product capabilities
2. Diversified product capabilities Lead & Lead Alloy Ingots Copper & Copper Ingots Aluminum & Aluminium Ingots Plastics Aluminium Alloy Ingot Plastic scrap from lead batteries is recycled into PP/PVC granules, used in Various grades of primary alloys- XSB, LM6, manufacturing pipes, cables, and appa
Slide 21: 3. Strong customer base with global footprint…
3. Strong customer base with global footprint… Export revenue Revenue split (%) Country wise revenue Split (%) 7% 3% 26% 38% FY26 FY26 37% 62% 28% Export Domestic India China Others Singapore South Korea Total revenue from top customers (%)* Company has exported End use sectors includes electrical t
Slide 22: …with relationships with marquee customers
…with relationships with marquee customers JIANGXI COPPER INTERNATIONAL TRADING CO. LTD. And many more…… Note: The Brand Names mentioned are the property of their respective owners and are used here for identification purposes only 21
Slide 23: 4. Deep sourcing capabilities
4. Deep sourcing capabilities Deep sourcing network across the globe RM sourcing split (%)* RM sourcing – import split (%)* 31% 39% 41% FY26 FY26 61% 12% 6% 6% 4% Imports Domestic United States Brazil Domincan Republic Kuwait Malaysia Others Company has imported Cost of RM from top suppliers (%)* ma
Slide 24: 5. In-house technology & quality testing
5. In-house technology & quality testing Facilities Equipped with Modern Machinery and Equipment…. Metal scrap is passed through a magnetic roller with conveyor belt. The magnet Magnetic Separation installed segregates iron from other metals and impurities. Under this method copper granules are sepa
Slide 25: 6. Hedging mechanism for commodity price risk protection
6. Hedging mechanism for commodity price risk protection for products Our business operations are directly impacted Price increase or decrease in these metals by fluctuations in the prices of base metals can significantly affect our profitability traded on the London Metal Exchange Safeguarding fina
Slide 26: Near Term Growth drivers
recycle today. greener tomorrow. JAIN METAL GROUP Near Term Growth drivers
Slide 27: Government Incentives & Growth Prospects
Government Incentives & Growth Prospects Advantages Supportive provisions on metal recycling India’s Rs. 1,500 crore Critical Mineral Recycling Scheme aims to boost domestic National Critical Mineral Mission Policy (2025) recycling and reduce import dependence. Extended Producer Responsibility (EPR)
Slide 28: Growth strategies - forward integration into copper value added products
Growth strategies - forward integration into copper value added products Expand our horizon into copper cathode, wire rod and copper busbar manufacturing, using finished products from our recycling facilities as feedstock, with electrolytic refining producing high-quality copper cathodes and wire ro
Slide 29: Continuing focus on sustainability and ESG principles
Continuing focus on sustainability and ESG principles Continue to invest in technologies and systems Contribute to the broader Recycling of non-ferrous that optimize our recycling societal goal of promoting metal scrap shall be processes and minimize equity and long-term eligible for EPR points wast
Slide 30: Beyond business: our responsibility towards society (1/2)
Beyond business: our responsibility towards society (1/2) At Jain Metal Group, we are deeply committed to empowering communities by enabling access to opportunities that can shape brighter futures. Supporting the Rotary Club’s mission by providing digital access boards to Government and Corporation
Slide 31: Beyond business: our responsibility towards society (2/2)
Beyond business: our responsibility towards society (2/2) At Jain Metal Group, we are deeply committed to empowering communities by enabling access to opportunities that can shape brighter futures. Supporting education by transforming 15 government schools in Empowering underprivileged women through
Slide 32: Historical financials
q JAIN METAL GROUP Historical financials
Slide 33: Financial performance (1/2)
Financial performance (1/2) Revenue (Rs. Crores) EBITDA (Rs. Crores) Profit after Tax (Rs. Crores) 9,543 559 347 +46% +65% +56% 6,429 365 223 4,428 164 227 3,064 124 92 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Revenue Mix (%) EBITDA Margin (%) PAT Margin (%) Domestic Export 5.7% 5
Slide 34: Financial performance (2/2)
Financial performance (2/2) Return on Capital Employed (%) Fixed Asset Turnover Ratio (x) Working Capital (No. of Days) 67 days 55 days 38 days 66 days 24.2% 25.3% 83.4 76.1 19.1% 57.8 47.9 12.3% 62 44 FY23 FY24 FY25* FY26^ FY23 FY24 FY25* FY26 40 34 Return on Equity (%) Net Debt to Equity Ratio (x)
Slide 35: Consolidated profit and loss account statement
Consolidated profit and loss account statement Particulars (INR Crs) FY26 FY25 FY24 FY23 Revenue from Operations 9,543.1 6,429.4 4,428.4 3,064.1 Cost of Goods Sold 8,724.1 5,844.4 4,009.5 2,787.9 Gross Profit 819.0 585.0 418.9 276.1 Gross Profit Margin 8.6% 9.1% 9.5% 9.0% Employee Cost 42.6 28.0 32.
Slide 36: Consolidated balance sheet statement
Consolidated balance sheet statement Particulars (INR Crs) Mar-26 Mar-25 Mar-24 Mar-23 Particulars (INR Crs) Mar-26 Mar-25 Mar-24 Mar-23 Property, Plant & Equipments 92.6 71.6 64.7 58.4 Share Capital 69.0 64.7 41.0 40.0 Capital Work-in-progress 45.0 3.2 0.0 0.0 Other Equity 1,492.2 661.4 328.1 159.1
Slide 37: Consolidated cash flow statement
Consolidated cash flow statement Particulars (INR Crs) Mar-26 Mar-25 Mar-24 Mar-23 Net Profit Before Tax 477.0 303.1 214.6 123.6 Adjustments for: Non - Cash Items / Other Investment or Financial Items -155.1 59.9 34.0 14.4 Cash generated from operations before working capital changes 321.9 363.0 248
Slide 38: IPO listing
IPO listing October 2025 ● Listing date: 01st October 2025 ● Total IPO size Rs. 1,250 Crores of which Fresh issue was Rs. 500 Crs. ● Utilisation of IPO proceeds: ● Pre-payment or scheduled re-payment of a portion of certain outstanding borrowings availed by our Company ● General Corporate Purpose Li
Slide 39: Contact Information
Contact Information Company : Jain Resource Recycling Limited CIN: L27320TN2022PLC150206 Mr. Bibhu Kalyan Rauta cs@jainmetalgroup.com E: cs@jainmetalgroup.com T: +91 44 4340 9494 www.jainmetalgroup.com www.jainmetalgroup.com Investor Relations Advisor : Strategic Growth Advisors Pvt. Ltd. CIN: U7414
Jain Resource Recycling — Q4 FY26 Earnings Presentation on 6ix