Sunlite Recycling Industries Limited · NSE:SUNLITE
Sunlite Recycling Industries — FY2026 Earnings Presentation
37 slides from Sunlite Recycling Industries's earnings presentation, Apr 28, 2026
Slide 1: Cover letter to National Stock Exchange of India
_________________________________________________________________________________________________ Date: 28th April, 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 Pres
Slide 2: Sunlite Recycling Industries Limited Investor Presentation H2 & FY26
SUNLITE RECYCLING INDUSTRIES LIMITED Investor Presentation H2 & FY26 www.sunliteindustries.com
Slide 3: Contents
01 KEY HIGHLIGHTS – H2 & FY26 02 ABOUT US CONTENTS 03 BUSINESS OVERVIEW 04 WAY FORWARD 05 INDUSTRY OVERVIEW 2
Slide 4: Key Highlights - H2 & FY26
PERFORMANCE KEY HIGHLIGHTS - H2 & FY26 www.sunliteindustries.com 3
Slide 5: Key Business Highlights – H2 & FY26
Key Business Highlights – H2 & FY26 Strategic Acquisition Doubling ATC Capacity 100% Acquisition of Sunlite Aluminium Pvt. Ltd. (SAPL) ▪ Annealed Tinned Coated Copper (ATC) wire production has been Key Advantages doubled from 800 MTPA to 1,600 MTPA ▪ Entry into Aluminium wire rods segment ▪ ₹2.62 cr
Slide 6: Key Performance Highlights – H2FY26 (Standalone)
Key Performance Highlights – H2FY26 (Standalone) (₹ in million) Total Revenue EBITDA PAT EPS (Rs) 116.1% YoY 218.1% YoY 257.7% YoY 226.1% YoY 16,424 378 258 21.62 7,599 6.63 119 72 H2FY25 H2FY26 H2FY25 H2FY26 H2FY25 H2FY26 H2FY25 H2FY26 Sales Volume (MT) EBITDA Per Tonne (Rs) 45.0% YoY 119.4% YoY 13
Slide 7: Key Performance Highlights – FY26 (Standalone)
Key Performance Highlights – FY26 (Standalone) (₹ in million) Total Revenue EBITDA PAT EPS (Rs) 97.9% YoY 150.5% YoY 181.3% YoY 140.9% YoY 27,647 597 35.20 13,967 402 238 143 14.61 FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 Sales Volume (MT) EBITDA Per Tonne (Rs) 52.5% YoY 64.3% YoY 25,694 23,230 16,84
Slide 8: Income Statement – H2FY26 (Standalone)
Income Statement – H2FY26 (Standalone) (₹ in million except EPS) Particulars H2FY26 H1FY26 H2FY25 YoY (%) FY26 Total Income 16,424.1 11,223.1 7,599.2 116.1 27,647.2 Total Expenditure 16,046.2 11,004.1 7,480.5 114.5 26,631.1 EBITDA 377.9 219.0 118.8 218.1 596.9 EBITDA Margin 2.30% 1.95% 1.56% 74 bps
Slide 9: Capacity (MTPA) & Utilization (%) – H2FY26
Copper Rods Capacity (MTPA) & 91.73% 92.20% 95.02% Utilization (%) – H2FY26 16,790.00 25,000.00 25,000.00 FY25 H1FY26 H2FY26* Value Added Products – H2FY26* 71.12% Copper Wires 58.28% 65.94% 47.92% 40.14% 1,920 1,900.00 1,900.00 1,900.00 720 Copper Wires (ATC) Copper Busbars FY25 H1FY26 H2FY26* Tota
Slide 10: Capacity (MTPA) & Utilization (%) – FY26
Copper Rods Capacity (MTPA) & 87.18% 91.73% 93.61% Utilization (%) – FY26 16,580.00 16,790.00 25,000.00 FY24 FY25 FY26 Value Added Products – FY26 Copper Wires 56.08% 38.06% 65.94% 44.03% 56.14% 1,920 1,900.00 1,900.00 1,900.00 720 Copper Wires (ATC) Copper Busbars FY24 FY25 FY26 Total Capacity 82.4
Slide 11: Revenue Breakup Geography Wise – FY26
Revenue Breakup Geography Wise – FY26 40.44% 30.92% 7.46% 5.78% 4.07% Gujarat Dadra & Nagar Haveli Maharashtra Madhya Pradesh Rajasthan Products sold in 11.13% 10+ STATES 88.68% Other states such as Tamil Nadu, & Union territories of revenue from top 5 States Rajasthan, Goa etc contributed 10
Slide 12: About Us
INTRODUCTION ABOUT US www.sunliteindustries.com 11
Slide 13: 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 About The company specializes in processing copper scrap sourced from domestic market as well as imports — including from Saudi A
Slide 14: Our Journey
Our Journey 2012 2023 2024 Established as a proprietorship firm Crossed revenue of Rs. 1,000 The Company got listed on NSE SME Manufacturing oxygen-free copper crore. with an Issue Size of Rs. 30.24 Cr & rods (250 MT/month capacity). IPO getting oversubscribed by more than 260 Times. 2022 2025 2015
Slide 15: 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 14
Slide 16: Business Overview
BUSINESS OVERVIEW BUSINESS OVERVIEW www.sunliteindustries.com 15
Slide 17: 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 25,000 MTPA 12,000 MTPA 24,700 sq. mtr Sustainability Rooftop Total Installed Capacity – Total Installed Capacity – Total Area Solar Capacity Copper Wire
Slide 18: 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 19: 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 20: Business Model
High-Volume, High-Turnover Model: ▪ Rapid asset turnover driven by efficient processing of high-volume copper, Business ensuring strong cash flow generation. ▪ Streamlined operations minimize bottlenecks, enhancing throughput and profitability. Model Strategic Physical Hedging: Core Activity: ▪ Robu
Slide 21: 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 22: Product Portfolio (2/5) – Oxygen Free Copper Rods
Product Portfolio (2/5) Oxygen Free Copper Rods (OFC) COPPER RODS ▪ OFC is a high-purity copper alloy that has been refined to remove all traces of oxygen and other impurities ▪ Also known for its excellent electrical conductivity, thermal conductivity, and low susceptibility to embrittlement 21
Slide 23: Product Portfolio (3/5) – Copper Wires
Product Portfolio (3/5) Copper Earthing Wires COPPER WIRES ▪ The earthing or grounding system involves connecting the metallic components to an earth plate or earth electrode via an earth lead buried in moist soil Copper Submersible Wires ▪ Essential for powering submersible pumps, especially where
Slide 24: 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 25: 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 26: Value-added Product (1/2) – ATC
Value-added Product… (1/2) Annealed Tinned Coated Copper (ATC) ▪ ATC is a premium, high-conductivity copper wire/rod produced from 99.99% 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 27: 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
Slide 28: Business Expansion Overview
Business Expansion Overview • The company is moving forward with the development of an • 1) Anode Plant Infrastructure & • 2) Bus Bar Manufacturing facilities to enhance its production Machinery Investment capabilities. • In addition, it is acquiring new land for a factory shed to support the expans
Slide 29: Global Presence
Global Presence UK Europe USA Dubai Israel Saudi Arabia Malaysia South Africa Australia 28
Slide 30: 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- Scrap → Rod → Wire → Busbar/Strips based manufacturing. ▪ Wires and cables (ATC) ▪ This integration ensures: ▪ Rapid as
Slide 31: Way Forward
WAY FORWARD WAY FORWARD www.sunliteindustries.com 30
Slide 32: Way Forward
Focusing on strengthening its anode plant and busbar plant operations to improve efficiency, quality, and overall production performance. Focus on revenue growth from the newly launched Copper Bus Bar production line. Acquiring new land for expansion near our existing copper recycling plant for New
Slide 33: 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 34: 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 35: Industry Overview
INDUSTRY OVERVIEW INDUSTRY OVERVIEW www.sunliteindustries.com 34
Slide 36: Industry Overview
Industry Overview As of early 2026, India's domestic copper consumption has reached approximately 1.88 million tons (MT), following a robust year-on-year growth of about 9.3% to 10%. The Indian copper industry is For FY26, copper demand in The Government of India (GoI) As of April 2026, the "copper
Slide 37: Thank You!
SUNLITE RECYCLING INDUSTRY LIMITED THANK Survey No. 270A & Plot No. 1, Survey No. 267, Chhatha Mile, Kheda,Gujarat – 387350 www.sunliteindustries.com YOU ! KAPTIFY® Consulting Strategy & Investor Relations | Consulting Tel: +91-845 288 6099 | Email: contact@kaptify.in www.kaptify.in 36
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