Gayatri Rubbers & Chemicals Ltd. · NSE:GRCL
Gayatri Rubbers & Chemicals — Investor Presentation (May 2026)
25 slides from Gayatri Rubbers & Chemicals's investor presentation, May 1, 2026
Slide 1: H2 FY2026 Investor Presentation
GAYATRI RUBBERS & CHEMICALS LTD. H2 FY2026 INVESTOR PRESENTATION Engineering Critical Rubber Solutions for India’s Infrastructure, With Precision and Quality.
Slide 2: Safe Harbour
Safe Harbour This presentation, along with its accompanying slides (hereafter referred to as the “Presentation”), has been compiled by Gayatri Rubbers & Chemicals Ltd. (or "the Company") for informational purposes only. It does not constitute an offer, recommendation, or invitation to purchase or su
Slide 3: Management Commentary
Management Commentary “The financial year 2026 marks a definitive milestone in our journey, with Total Income reaching 41.82 Cr and PAT nearly doubling to 5.59 Cr. By prioritizing high-barrier engineering solutions, we expanded our EBITDA margins to 21.11%, reflecting robust operational leverage acr
Slide 4: Key Milestones
Key Milestones • Got Approval for HL3 EN45545-2 fire retardant • Listed on NSE specification & (Pioneer & Only NABL • Production Rubber Profile accreditation. capacity increased Company to get • Added in approved & registration of Listed) vendor directory of 2013 ELEMENTS (INDIA) 2022 2024 2026 • Re
Slide 5: Company Overview
Company Overview • Core Manufacturing: Gayatri Rubbers and Chemicals is a Faridabad-based manufacturer and trader established in 2022, specializing in high-quality rubber profiles, compounds, and sponge rubber components. • Multi-Sector Portfolio: Supplies critical components to the Automobile (EVs,
Slide 6: The Strategic Pivot: From High-Volume Supplier to High-Value Partner
The Strategic Pivot: From High-Volume Supplier to High-Value Partner Past Focus: • Convenience-Based Business • Catered primarily to local players • Business driven by higher volumes • Less focus on product specialization Current Strategy: • High-Margin & Specialized Products • Targeting clients and
Slide 7: Sector Overview: India's Non-Tyre Rubber
Sector Overview: India's Non-Tyre Rubber ❖ A Resilient Sector with Significant Value-Add & Export Potential • Focus shifting to high-precision engineering products with higher value-add margins than tyres. ~7.8% • Robust industrial base comprising both large corporations and over 6,000 MSMES. • Grow
Slide 8: A dual-sector overview of Railway & Smart meter
A dual-sector overview of Railway & Smart meter Railway Modernization & Expansion Smart Meter Revolution Market Opportunity Market Opportunity $2.7B $15.9B Projected Market by 2033 Projected Market by 2030 (from ~ 610M in 2024) (from $12.3B in 2024) 6.4% ~15-18% Sector CAGR Market CAGR (2025-2030) (
Slide 9: High-margin Revenue Sectors, With A Diversified Client Base
High-margin Revenue Sectors, With A Diversified Client Base Railways Other (Architectural, Sealing, Packing, profiles for coaches Automotive), 25% Gross Margin: 30% Net Margin: 8-10% Industrial Smart meters, Engineering products Railways, 55% Architectural Rubber profiles for windows (Supplying Gros
Slide 10: Product Portfolio
Product Portfolio Industrial: Architectural: Smart Meter Rubber Gaskets, SMC Box Rubber Gaskets, Electric Euro series, Domal series, Z sections, fireproof door rubber, Switchgears Rubber components, Grommets, EPDM Square fireproof windows rubber Gasket, EPDM Strip Gasket Railways: Automotive: UIC Ve
Slide 11: Deeply entrenched as a Critical Supplier to Indian Railways
Deeply entrenched as a Critical Supplier to Indian Railways Gayatri manufactures 65 out of the total 75 rubber products used in a single railway coach. • Holds ‘Class 1 Supplier’ status, a designation requiring >90% domestic raw material sourcing, creating a significant strength against foreign comp
Slide 12: A Defensible Niche: Monopoly supplier to the Smart Meter Industry
A Defensible Niche: Monopoly supplier to the Smart Meter Industry ❑ Product Government Initiatives for smart We supply Neopreme rubber meter deployment indicate massive components for smart meters/SMC growth potential boxes. 250 million ❑ Competitive Advantage This is labour-intensive and critical w
Slide 13: Expansion plans in high growth verticals
Expansion plans in high growth verticals Solar Industry T-Shaped Rubber production to start from FY27 Railway Pads Deeper Rail Penetration. Pipes Currently in R&D, approval in 2026 as planned. Bridge Pads Infrastructure sector. Gas & Water meters Prototype accepted by Genus. Investor Presentation 13
Slide 14: Upcoming Vertical 1: Bridge Pads
Upcoming Vertical 1: Bridge Pads The Product & Market Our Strategic Approach Market size of rubber bridge pads in India ❖ Product: EPDM rubber Bridge Pads, ❖ Leveraging Existing Assets 2100 Cr which act as a suspension component This new product line can be 1250 Cr to absorb vibration in bridges. ma
Slide 15: Upcoming Vertical 2: Tapping A High-barrier Railway Pads Market
Upcoming Vertical 2: Tapping A High-barrier Railway Pads Market The Product: Railway pads Huge Market Opportunity: Tapping into a ₹200 Cr annual tender released every year. Global Rubber Pad market in Railways CAGR growth of 5.5% $2.3 billion $1.6 billion Extremely High Barriers to Entry • Complex p
Slide 16: Certificates And Licenses
Certificates And Licenses Investor Presentation 16
Slide 17: Plant 1: Scaling Production
Plant 1 (Location: Faridabad, Haryana) The Operational Engine: Scaling Production at Plant 1 • Manufactures 63 out of 75 rubber products used in a single railway coach • Operating at 80% utilization. Capacity and utilization trend in Plant 1 in MTPM (Metric Tonnes Per Month) 250 200 200 150 160 150
Slide 18: Plant 2: A Dedicated Facility for Specialized, High-Value Products
Plant 2 (Location: Faridabad, Haryana) Plant 2: A Dedicated Facility for Specialized, High-Value products for the railway sector ❖ Manufactures the 2 new specialized products: Decoupling rubber (flooring) & UIC vestibules (Intercargangway Mountings) The Compelling & Capital-Efficient Economics of Pl
Slide 19: Strategic Outlook
Strategic Outlook Our path to ₹55 Cr revenue by FY27 (~31% CAGR) and ₹70-80 Cr revenue by FY28 (~33% CAGR), with projected PAT of ₹9 Cr by FY27 (~77% CAGR) and ₹14 Cr by FY28 (~70% CAGR) is defined by 3 clear growth pillars: INNOVATE FOR THE MAXIMIZE THE CORE FUTURE • Drive utilization of existing p
Slide 20: Leadership
Leadership Beginning his entrepreneurial journey in 2008, he partnered with his brother to scale their family’s calcium carbonate business 5 times, from ₹1 million to ₹5 million per month revenues within five years, successfully transitioning the operation to an automated mode by 2014. He continued
Slide 21: Financial Metrics
Financial Metrics Total Revenue (in ₹Cr) EBITDA (in ₹Cr) and EBITDA PAT (in ₹Cr) and PAT Margin 41.82 Margin 6 16.00% 13.36% 10 25.00% 14.00% 21.11% 5 31.96 12.00% 8 20.00% 4 8.92% 10.00% 24.4 14.82% 6 15.00% 3 8.00% 5.59 4 11.29% 8.83 10.00% 2 6.38% 6.00% 2.9 4.00% 2 4.7 5.00% 1 2.8 1.6 2.00% 0 0.0
Slide 22: Income statement (INR Crs.)
Income statement (INR Crs.) Particulars FY24 FY25 FY26 Revenue From Operations 24.41 31.91 41.79 Other Income 0.03 0.05 0.03 Total Incomes 24.44 31.96 41.82 Cost of Revenue Operations 22.36 27.95 28.87 Employee benefits expense 0.62 1.34 1.67 Other expenses 0.83 1.79 4.71 Changes in inventories of f
Slide 23: Balance Sheet (INR Crs.)
Balance Sheet (INR Crs.) Equity and Liabilities 2024 2025 2026 Assets 2024 2025 2026 Shareholders Funds Non-Current Assets Share Capital 5.74 5.74 5.74 Property, Plant & Equipment 2.16 2.33 5.32 Reserves & Surplus 5.53 8.38 13.96 Intangible assets 0.15 0.15 0.15 Total Shareholders funds 11.27 14.11
Slide 24: Market Data
Market Data NSE: (as of 21st April, 2026) 25.94% Share Price ₹ 372 Total Market Capitalization Cr ₹ 213.45 Face Value ₹ 10 74.06% 52 Week High ₹ 525.25 52 Week Low ₹ 306.65 Public Promoter Share performance from 21st April 2025 to 20th April 2026 600 500 400 300 200 100 0 21-Apr-25 21-May-25 21-Jun-
Slide 25: THANK YOU
THANK YOU Gayatri Rubbers & Confideleap Partners Chemicals LTD. 103-8, Lodha Eternis, MIDC, GAYATRI RUBBERS AND CHEMICALS LIMITED Plot no 675, Sector 69, IMT Andheri East, Mumbai Faridabad (Haryana) 121002 400093 Phone: +91 9766935377 Maharashtra, India. Email: Phone: +91 85911 45959 sales@gayatriru
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