Sunlite Recycling Industries Limited · NSE:SUNLITE
Sunlite Recycling Industries — Investor Presentation (September 2026)
30 slides from Sunlite Recycling Industries's investor presentation, Sep 25, 2026
Slide 1: Cover letter to National Stock Exchange of India
_________________________________________________________________________________________________ Date: 25/09/2026 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 Presenta o
Slide 2: Sunlite Recycling Industries Limited Investor Presentation September 2026
SUNLITE RECYCLING INDUSTRIES LIMITED Investor Presentation September 2026 www.sunliteindustries.com
Slide 3: About Us
About Us 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 Saud
Slide 4: 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 5: 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 7
Slide 6: Business Overview
Business Overview www.sunliteindustries.com 8
Slide 7: 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 8: 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 9: 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 10: 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 11: Product Portfolio (1/5): 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 12: 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 14
Slide 13: 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 15
Slide 14: 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 15: 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 16: 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
Slide 17: 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 18: Global Presence
Global Presence UK Europe USA Dubai Israel Saudi Arabia Malaysia South Africa Australia 20
Slide 19: 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 20: Financial Snapshot
Financial Snapshot Copper Revenue Growth FY26 ROE Q1FY27 Sales Growth FY26- 27,647 Mn FY26- 36.37% +10 bps Q1FY27- 7,838 Mn 75% 98% FY25- 13,967 Mn YoY FY25- 36.27% YoY Q1FY26- 4,489 Mn YoY Aluminium Revenue FY26 ROCE FY26- 1,552 Mn FY26- 34.81% +78 bps FY25- 34.03% YoY FY26 Working Capital Cycle FY
Slide 21: Annual Income Statement - Standalone
Annual Income Statement - Standalone (₹ in million except EPS) Particulars FY24 FY25 FY26 Total Income 11,662.7 13,967.1 27,647.2 Total Expenditure 11,476.4 13.728.9 26,631.1 EBITDA 186.4 238.2 596.9 EBITDA Margin 1.60% 1.71% 2.16% Other Income 2.8 3.5 2.1 Depreciation 23.2 19.7 37.1 Finance Cost 46
Slide 22: Balance Sheet - Standalone
Balance Sheet - Standalone Particulars FY25 FY26 Particulars FY25 FY26 Equity & Liabilities Assets Share Capital 108.80 138.06 Non-Current Assets Reserves & Surplus 491.46 1,469.33 Property, Plant and Equipment 148.35 219.34 Total Equity 600.26 1,607.39 Capital Work In Progress 17.79 - Non-Current L
Slide 23: Strategic Expansion & Way Forward
Strategic Expansion & Way Forward www.sunliteindustries.com 25
Slide 24: Value-Added Products Expansion: Copper Busbar
Sunlite Recycling Industries Value-Added Products Expansion Copper Busbar ▪ Value Added Product Existing Capacity: 2,540 tons (utilization: 50.17%) ▪ Proposed Capacity Addition: 1,000 tons ▪ Timeline: By first quarter of FY 2027-28 ▪ Investment Required: Approx. ₹13 Crore ▪ Mode of Financing: Bank L
Slide 25: 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: 93.61%) in ▪ Income tax benefits Parent Company ▪ Capital Subsidy ▪ Proposed Capacity Addition: 20,000 tons ▪ Interest Subsidy ▪ Timeline: By
Slide 26: New Branch Office - Ahmedabad
New Branch Office - Ahmedabad Operational Status: Branch office successfully commenced operations on 29 June, 2026 Strategic Importance: ▪ Strengthens presence in key Western India market ▪ Improves customer service, sales coordination, and faster response time for clients in Gujarat & nearby region
Slide 27: Way Forward
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 28: Industry Overview
Industry Overview www.sunliteindustries.com 30
Slide 29: Industry Overview
Industry Overview Domestic copper consumption is expected to grow 10–12% annually over the next two years, driven by urbanisation, infrastructure expansion, and rising demand from renewable energy, electric vehicles, and power infrastructure As per industry projections, the The global copper scrap m
Slide 30: 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 32
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