Gravita India Limited · NSE:GRAVITA
Gravita India — Investor Presentation (May 2026)
28 slides from Gravita India's investor presentation, May 2026
Slide 1: Investor Presentation May 2026
INVESTOR PRESENTATION MAY 2026 Towards Clean, Green & Sustainable Future
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Gravita India Limited (the “Company”) solely for the information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and shall not
Slide 3: Started in 1992 by First Generation Entrepreneur Rajat Agrawal
Started In 1992 By First Generation Entrepreneur Rajat Agrawal at Jaipur
Slide 4: We are on an Amazing Journey
2026 We are on an Li Battery recycling & Acquired business of Copper VAP AMAZING JOURNEY 2021 2025 New recycling Rubber recycling in 2022 facility at Mundra port Europe Added Rubber Recycling, Became MCX 2023 empaneled brand 2019 Added Value Added products in Africa Started Aluminium & Plastic recyc
Slide 5: Building a Green World through Recycling
Building a Green World through Recycling Unwavering commitment to sustainability-driven values continues to light the growth path. Vision Core Values Business Verticals To be the most valuable company in the • Fairness • Lead • Turnkey Solutions recycling space globally. • Trust • Aluminium • Copper
Slide 6: Management Commentary & Business Outlook
Management Commentary & Business Outlook “Gravita ended FY26 on a strong note, reporting YoY growth of 5% in volumes, 10% in revenue, 12% in EBITDA and 21% in PAT, while sustaining ~24% ROIC*. Performance was supported by a higher share of value- added products and increased domestic scrap sourcing.
Slide 7: Our Priorities - Vision 2030
Vision 2030 Scalable Growth with Diversification Evolving Business Mix • Expansion across core recycling segments • Increasing share of value-added • Expansion in new verticals: Copper, products (~45–50%) Rubber & Steel • Expanding contribution from non-lead businesses (~35–40%) Disciplined Growth T
Slide 8: Financial Highlights
Financial Highlights 25 % 9-10% AA- Revenue CAGR - 5 Yrs Consistent EBITDA margins External credit rating from ICRA & India Ratings 48% Locking the margins 15 Years PAT CAGR - 5 Yrs Back-to-back hedging Dividend payouts history mechanism in place 3,068 Revenue (Cr.) PAT (Cr.) and PAT Margin (%) Capi
Slide 9: Quarterly Highlights – Q4 FY26
Quarterly Highlights – Q4 FY26 Shaping Tomorrow - VISION 2030 1173 EBITDA per MT 23,035 1037 5% 20,466 19,836 20,300 1017 17,885 17,714 REVENUE (Cr) Volume Y-O-Y 14,215 9,882 10,462 Q4FY25 Q3FY26 Q4FY26 Q4FY25 Q3FY26 13 % Q4FY25 Q3FY26 Q4FY26 118.00 116.06 Revenue Y-O-Y 116.00 Lead Aluminium Plastic
Slide 10: Capacity Expansion & CAPEX over the Years
Capacity Expansion & CAPEX over the Years Shaping Tomorrow - VISION 2030 Capacity (MT) Capex (Cr) 6,54,959 375 380 6,28,959 335 4,98,959 4,19,959 250 3,33,659 200 190 172 150 107 1,46,600 1,06,600 37,200 37,200 FY25 FY26 FY27E FY28E FY29E FY25 FY26 FY27E FY28E FY29E Existing Verticals New Verticals
Slide 11: Strategic Entry into Copper: Acquisition of RMIL
Strategic Entry into Copper : Acquisition of RMIL Enters copper and copper alloys segment through strategic acquisition of RMIL, strengthening non-lead portfolio Gravita has acquired 99.44%* stake in Rashtriya Metal Industries Acquisition Rationale and Synergies Limited (RMIL) for Rs. 561.84 crore,
Slide 12: Return on Invested Capital
Return on Invested CAPITAL 30% 31% Target ROIC* 25% + 26% 27% 24% Drivers of ROIC 19% • Improving industry dynamics • Resultant reduction in working capital • Improving demand-supply • Value added products FY21 FY22 FY23 FY24 FY25 FY26# #Pre acquisition of RMIL on 12th March 2026 *on Average Investe
Slide 13: Leveraging Existing Gravita's Strengths
Leveraging Existing Gravita’S Strengths Our Entry into new verticals is based on proven, existing Gravita’s Strengths. Turnkey Recycling Barriers to Entry Technology Solutions Global Operations & Robust Integrated Supply Chain Management Deep-rooted Diversified procurement Customer network network C
Slide 14: Industry Specific Entry Barrier
Industry Specific Entry Barrier Import License in India OEM Approvals Based on past years Takes time to get products performance approved from OEM’s Multinational Specialist Knowledge Procurement Network Experience & Technical Know- how Global Presence Capability to Develop Time & Cost of Entry Cust
Slide 15: Global & Pan India Operations
Global & Pan India Operations • Global spread helps reduce logistics costs and procure material cheaper. • Start small > grow volumes > establish new plants close to procurement sources. • Increased flexibility in recycling closest to raw material access and consuming markets. America - Dominican Re
Slide 16: Deep Routed - Procurement Network
Deep Routed - Procurement Network 39 2200+ 3,30,000 MT+ Own yards Touch points Scrap collection Americas Touch Points- 40+ Scrap collection (MT) -47,500+ Europe Own Yards - 1 Touch Points- 60+ Scrap collection(MT) – 13,000+ Africa Own Yards - 32 Touch Points- 900+ Scrap collection (MT) -74,250+ Asia
Slide 17: Diversified Customer Network - Global
Diversified Customer Network - Global 37 400+ 2,13,000 MT+ Countries Customers Recycled products delivered Americas Countries - 4 Customers -6 Delivered- 2,250 MT + Europe Countries - 6 Customers -11 Delivered- 5400 MT + Middle East Countries - 8 Customers -32 Delivered- 35,700 MT + Asia Countries -
Slide 18: Diversified Customer Network - India
Diversified Customer Network- India Gravita with pan India presence enjoys the logistic benefits by serving : • 250+ Domestic customers in 22 states in India • 50+ Overseas customers in 25 countries.
Slide 19: Operational Excellence
Operational Excellence 06 14 2200+ 42% 4.36 Customized & Lac+ MT Recycling Verticals Manufacturing Touch Points Value-added Production Plants Globally products* Capacity* 70% 27% 3.30 ILA 60,000 Capacity Overseas Lac+ MT Scrap India’s only MT+ Healthy Utilization** Capacity* Collection Accredited Pl
Slide 20: Our Partners - Strong Partnering Capability
Our Partners - Strong Partnering Capability Disclaimer : All logos & trademarks are owned by respective IP owners
Slide 21: Turnkey Solutions for Recycling
Turnkey Solutions For Recycling 01 02 03 04 05 06 In house Technical PLC based Executed more than Annual Regular R&D for Recycling Consultancy & Control & 70+ turnkey 21 Maintenance cost effective & Technology Services for Monitor System projects globally Contracts environment Recycling for advanced
Slide 22: Robust Management & Focus on Human Capital
ROBUST MANAGEMENT & Focus On Human Capital 30 Yrs + 250+ Avg Management Professionals Experience in diversified (CA’s, MBA’s, Industries Engineers) Rajat Agrawal Yogesh Malhotra Sunil Kansal Chairman & Managing Director Whole Time Director & CEO Whole Time Director & CFO 100% 4 Yrs Employees covered
Slide 23: Customized and Value-Added Products
Customized and Value-Added Products Our Capability to produce customized and value-added products for diversified customer segments gives us better margins and larger pie of customer's product mix. Customized Lead Lead Bricks Red Lead Lead Sheets TPO Alloys Customized Plastic Granules Copper Sheets
Slide 24: Market Dynamics in Recycling - Paradigm Shift
MARKET DYNAMICS IN RECYCLING - Paradigm Shift Vehicle BWMR EPR Scrappage GST Policy PARADIGM SHIFT More Shift from Tie-ups Reduced Better Improved availability informal with OEM's working capacity logistics of domestic to formal capital utilizations scrap cycle
Slide 25: Environment, Social & Corporate Governance
ENVIRONMENT, Social & Corporate Governance Deriving Value from Waste through Modern Recycling and Recovery 6 14 3.30 2.13 ISO 14001:2015 Recycling Lac+ MT Lac+ MT Manufacturing Products Certified Verticals Scrap Plants delivered Collection Alternate Energy Clean Technology Recycled Products* Conserv
Slide 26: Environment, Social & Corporate Governance
Environment, SOCIAL & Corporate Governance Aiming to make Holistic & Meaningful Contributions to Society 4 8.2% ~3.47 Cr ISO 45001:2018 Rounds of Women CSR Spend Certified ESOPs Employees Rolled out first ever talent 20% improvement in LTI & Women employees stood development programme, 31% improveme
Slide 27: Environment, Social & Corporate Governance
Environment, SOCIAL & Corporate Governance Weaving a Culture Rich in Ethics, Accountability and Transparency Board Composition • 50% Independent Directors on Board 50% • Created ESG committee of Board of Directors Independent Directors Zero Ethical Breaches AA- • Zero complaints of ethical breaches
Slide 28: Thank You
Thank You SAVE THE PLANET Nitin Gupta Anant Jain Company Secretary Investor Relations companysecretary@gravitaindia.com anant.jain@gravitaindia.com M: + 91 70733 32660 M: + 91 96546 58598 CIN: L29308RJ1992PLC006870