Sunlite Recycling Industries Limited · NSE:SUNLITE
Sunlite Recycling Industries — H1 FY2027 Earnings Presentation
37 slides from Sunlite Recycling Industries's earnings presentation, Nov 4, 2026
Slide 1: Exchange filing cover letter for investor presentation
_________________________________________________________________________________________________ Date: 04/11/2026 To, National Stock Exchange of India Limited Exchange Plaza, 5th Floor, Plot No. C-1, G Block, Bandra Kurla Complex, Bandra (E), Mumbai 400051 NSE Code: SUNLITE Sub: Investor presentati
Slide 2: Sunlite Recycling Industries Limited Investor Presentation H1FY27
SUNLITE RECYCLING INDUSTRIES LIMITED Investor Presentation H1FY27 www.sunliteindustries.com
Slide 3: Contents
01 KEY HIGHLIGHTS – H1FY27 02 ABOUT US 03 BUSINESS OVERVIEW CONTENTS 04 STRATEGIC EXPANSION AND WAY FORWARD 05 FINANCIALS 06 INDUSTRY OVERVIEW 2
Slide 4: Key Highlights
Key Highlights www.sunliteindustries.com 3
Slide 5: Key Financial Highlights – H1FY27 (Standalone)
Key Financial Highlights – H1FY27 (Standalone) (₹ in million) Total Revenue EBITDA PAT 74.8% YoY 113.7% YoY 131.5% YoY 19,623 468 332 11,223 219 143 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 EPS (Rs) Sales Volume (MT) 82.5% YoY 10.6% YoY 13,831 24.06 13.18 12,502 H1FY26 H1FY27 H1FY26 H1FY27 4
Slide 6: Income Statement – H1FY27
Income Statement – H1FY27 (₹ in million except EPS) Consolidated Standalone Particulars H1FY27 H1FY27 H2FY26 H1FY26 YoY (%) HoH (%) Total Income 20,755.1 19,623.1 16,424.1 11,223.1 74.8 19.5 Total Expenditure 20,262.6 19,155.2 16,046.2 11,004.1 74.1 19.4 EBITDA 492.4 467.9 377.9 219.0 113.7 23.8 EBI
Slide 7: Capacity (MTPA) & Utilization (%) – H1FY27
Capacity (MTPA) & Utilization (%) – H1FY27 Value Added Products – H1FY27* Copper Wires Copper Rods 47.92% 40.14% 44.53% 92.20% 95.02% 100.90% 64.60% 36.26% 1,920 1,900.00 1,900.00 1,900.00 25,000.00 25,000.00 25,000.00 720 Copper Wires (ATC) Copper Busbars H1FY26 H2FY26 H1FY27* H1FY26 H2FY26 H1FY27*
Slide 8: Revenue Breakup Geography Wise – H1FY27
Revenue Breakup Geography Wise – H1FY27 38.32% 37.88% 5.55% 5.29% 3.77% Gujarat Dadra & Nagar Haveli Madhya Pradesh Maharashtra Rajasthan Products sold in 8.70% 10+ STATES 90.81% Other states such as Tamil Nadu, & Union territories of revenue from top 5 States Rajasthan, Goa etc contributed 7
Slide 9: About Us
About Us www.sunliteindustries.com 8
Slide 10: Established in 2012, Sunlite specializes in recycled copper products
Established in 2012, Sunlite Recycling Industries specializes in manufacturing diverse copper products from recycled scrap at its state-of-the-art plant in Kheda, Gujarat The company specializes in processing copper scrap sourced from domestic market as well as imports — including from Saudi Arabia,
Slide 11: Our Journey
Our Journey 2012 2023 2024 Established as a proprietorship firm Crossed revenue of Rs. 1,000 crore. The Company got listed on NSE SME with Manufacturing oxygen-free copper rods an Issue Size of Rs. 30.24 Cr & IPO getting (250 MT/month capacity). oversubscribed by more than 260 Times. 2022 2025 2015
Slide 12: Board of Directors
Board of Directors Nitin Kumar Heda Prahladrai Ramdayal Heda Managing Director Whole time Director Akshay Kumar Heda Chairman & Non-Executive Director Manish Kumar Heda Khushboo Heda Director & Chief Financial Officer Non-Executive Director 11
Slide 13: Business Overview
Business Overview www.sunliteindustries.com 12
Slide 14: Key Facts & Figures (1/2)
Key Facts & Figures…(1/2) 30+ years 150+ 250+ ISO 9001:2015 Experience in Recycling Employee Strength Satisfied Customers QMS Certification 995 KW 30,260 MTPA 12,000 MTPA 36,000 sq. mtr Sustainability Rooftop Total Copper Installed Total Aluminium Installed Total Area Solar Capacity Capacity Capacit
Slide 15: Key Facts & Figures (2/2)
Key Facts & Figures…(2/2) ▪ Pure B2B Model: 100% B2B with stable, high-volume contracts ▪ Diversified Revenue Base: Top 20 clients account for ~50% of revenue, ensuring stable cash flows with no dependency on any single customer ▪ Strategic Location: Gujarat proximity cuts logistics costs, accelerat
Slide 16: Manufacturing Facilities
Manufacturing Facilities Extensive & stringent Quality control mechanism for each manufacturing process State-of-the-art facility in Kheda, Gujarat, India Electricity is sourced from solar generation and clean natural gas for recycling of copper Processes segregated copper scrap through bailing, fur
Slide 17: Business Model
High-Volume, High-Turnover Model: ▪ Rapid asset turnover driven by efficient processing of high-volume copper, ensuring Business strong cash flow generation. ▪ Streamlined operations minimize bottlenecks, enhancing throughput and profitability. Model Strategic Physical Hedging: Core Activity: ▪ Robu
Slide 18: Product Portfolio (1/5) – FRHC Copper Rods
Product Portfolio (1/5) Fire-Refined High Conductivity (FRHC) Copper Rods COPPER RODS ▪ Renowned for their excellent electrical conductivity, FRHC copper rods are a versatile material widely used across various industrial applications. ▪ They are essential in the manufacturing of household and indus
Slide 19: Product Portfolio (2/5) – Oxygen Free Copper Rods
Product Portfolio (2/5) Oxygen Free Copper Rods (OFC) ▪ OFC is a high-purity copper alloy that has been refined to remove all traces of oxygen and other impurities COPPER RODS ▪ Also known for its excellent electrical conductivity, thermal conductivity, and low susceptibility to embrittlement 18
Slide 20: Product Portfolio (3/5) – Copper Wires/Conductors
COPPER WIRES/CONDUCTORS Product Portfolio (3/5) Copper Wires/Conductors ▪ Used across electrical grounding applications ▪ Applications across power transmission, electrical wiring and telecommunications 19
Slide 21: Product Portfolio (4/5) – Copper Strips
Product Portfolio (4/5) Copper Strips COPPER STRIPS ▪ Copper strips are thin, flat pieces of copper that come in various widths and thicknesses ▪ Copper strips are malleable, allowing for precise shaping and forming ▪ These strips are durable and can withstand mechanical stress ▪ The oxygen-free cop
Slide 22: Product Portfolio (5/5) – Aluminium Rods
Product Portfolio (5/5) ALUMINIUM RODS Aluminium Rods ▪ Acquisition of Sunlite Aluminium Private Limited (SAPL) strengthens the company’s strategic position and expands its capabilities in the Aluminium sector. ▪ Aluminium rods are versatile, lightweight metal products widely used in electrical, con
Slide 23: Value-added Product (1/2) – Annealed Tinned Coated Copper
Value-added Product…(1/2) Annealed Tinned Coated Copper (ATC) ▪ ATC is a premium, high-conductivity copper wire/rod produced from 99.9% pure recycled copper ▪ Annealed for flexibility and electroplated with a uniform tin layer to prevent oxidation. ▪ ATC is a critical input in solar and electrical s
Slide 24: Value-added Product (2/2) – Copper Bus bars
Value-added Product…(2/2) Copper Bus bars ▪ High-conductivity, solid rectangular conductors manufactured from electrolytic tough pitch (ETP) recycled copper ▪ Efficiently distribute large electrical currents in power systems with minimal voltage drop and heat loss ▪ Applications include Switchgear p
Slide 25: Global Presence
Global Presence UK Europe USA Dubai Israel Saudi Arabia Malaysia South Africa Australia 24
Slide 26: Key Competitive Advantages
Key Competitive Advantages High ROE and ROCE Driven Growth Fully Integrated Model Forward Integration – Higher margin B2C segment ▪ Efficient capital utilization through recycling-based Scrap → Rod → Wire → Busbar/Strips ▪ Wires and cables (ATC) manufacturing. ▪ This integration ensures: ▪ productio
Slide 27: Strategic Expansion & Way Forward
Strategic Expansion & Way Forward www.sunliteindustries.com 26
Slide 28: Value-Added Products Expansion – Copper ATC & Busbar
Sunlite Recycling Industries Value-Added Products Expansion Copper ATC & Busbar ▪ Value Added Product Existing Capacity: 2,640 tons (utilization: 56.87%) ▪ Proposed Capacity Addition: 1,000 tons ▪ Timeline: By first quarter of FY 2027-28 ▪ Investment Required: Approx. ₹13 Crore ▪ Mode of Financing:
Slide 29: Sunlite Aluminium Private Limited – Capacity Enhancement
Sunlite Aluminium Private Limited (Wholly Owned Subsidiary) Copper Products Capacity Enhancement Key Benefits: ▪ Existing Capacity: 25,000 tons (utilization: 100.9%) in ▪ Income tax benefits Parent Company ▪ Capital Subsidy ▪ Proposed Capacity Addition: 20,000 tons ▪ Interest Subsidy ▪ Timeline: By
Slide 30: Way Forward – Strategic Growth Initiatives (2026-28)
Strategic Growth Initiatives (2026-28) Capacity Expansions: 21,000 tons additional across parent and subsidiary by Q1 FY28 (₹37 Cr capex) leading to enhanced revenue growth Product Enhancement: Increased focus on value-added products (ATC, Busbars) for higher margins New Branch Office: Operational i
Slide 31: Financials
Financials www.sunliteindustries.com 30
Slide 32: Income Statement - Standalone
Income Statement - Standalone (₹ in million except EPS) Particulars H1FY27 FY26 FY25 Total Income 19,623.1 27,647.2 13,967.1 Total Expenditure 19,155.2 26,631.1 13.728.9 EBITDA 467.9 596.9 238.2 EBITDA Margin 2.38% 2.16% 1.71% Other Income 5.7 2.1 3.5 Depreciation 20.2 37.1 19.7 Finance Cost 9.9 23.
Slide 33: Balance Sheet - Standalone
Balance Sheet - Standalone Particulars H1FY27 FY26 FY25 Particulars H1FY27 FY26 FY25 Equity & Liabilities Assets Share Capital 138.06 138.06 108.80 Non-Current Assets Reserves & Surplus 1,787.65 1,469.33 491.46 Property, Plant and 219.20 219.34 148.35 Equipment Total Equity 1,925.71 1,607.39 600.26
Slide 34: Industry Overview
Industry Overview www.sunliteindustries.com 33
Slide 35: Industry Overview (1/2)
INDUSTRY OVERVIEW (1/2) The global copper scrap market size was valued at USD 39.6 billion in 2025 and is projected to grow from USD 42.4 billion in Global Copper Scrap Market India Copper Scrap Market 2026 to USD 78.9 billion by 2033, at a CAGR of 9.3% from 2026 to 2033. The Asia Pacific copper scr
Slide 36: Industry Overview (2/2)
INDUSTRY OVERVIEW (2/2) The India aluminum scrap market was valued at $3.8 billion in 2024 and is projected to reach $11.2 billion by 2034, growing at a India Aluminium Scrap Market Global Aluminium Scrap Market CAGR of 10.9% from 2025 to 2034. The India aluminum scrap market is experiencing signifi
Slide 37: Thank You
SUNLITE RECYCLING INDUSTRY LIMITED Survey No. 270A & Plot No. 1, Survey No. 267, THANK Chhatha Mile, Kheda,Gujarat – 387350 www.sunliteindustries.com KAPTIFY® Consulting YOU ! Strategy & Investor Relations | Consulting Tel: +91-845 288 6099 | Email: contact@kaptify.in www.kaptify.in 36
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