Jain Resource Recycling Limited · NSE:JAINREC
Jain Resource Recycling — Q2 & H1 FY27 Earnings Presentation
37 slides from Jain Resource Recycling's earnings presentation, Nov 3, 2026
Slide 1: Investor Presentation filing letter to exchanges
JAIN RESOURCE RECYCLING LIMITED (Formerly Known as Jain Resource Recycling Private Limited) Date: November 3, 2026 JRRL/2026-27/0091 To, National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers Bandra Kurla Complex Dalal Street, Mumbai – 400 001 Ban
Slide 2: Jain Resource Recycling Limited Investor Presentation Q2 & H1FY27
Jain Resource Recycling Limited Jain Resource Recycling Limited Investor Presentation Q2 & H1FY27
Slide 3: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Jain Resource Recycling Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for
Slide 4: Q2 & H1FY27 Performance Highlights
Q2 & H1FY27 Performance Highlights
Slide 5: Performance Highlights & Outlook – Q2 & H1FY27
Performance Highlights & Outlook – Q2 & H1FY27 Commenting on the performance, Mr. Kamlesh Jain – Chairman & Managing Director said: “We have delivered a strong performance in the first half of FY27, driven by robust revenue growth, expanding operations and continued progress in strengthening our cop
Slide 6: Copper Value Added Products – Anode & Cathode
Copper Value Added Products – Anode & Cathode Executed by wholly owned subsidiary Jain Green Technologies at SIPCOT Gummidipoondi (6.58 acres) Copper scrap Copper Anode Copper Cathode Copper Wire Rod Busbar & Profiles Global sourcing Melting & casting Electrorefining Commissioning Q3FY27 Commissioni
Slide 7: Jain CY Circular Solutions - Copper Scrap Recycling Facility
Jain CY Circular Solutions - Copper Scrap Recycling Facility Investment in Jain CY Circular Solutions Pvt Ltd along with C&Y Group Investments Inc. (USA) · Ahmedabad, Gujarat 71,160 MT ~25,000 MT* 52% Rs. 25.4 Crores Annual scrap processing capacity Copper products output per year JRRL’s stake in th
Slide 8: Other Business Initiatives
Other Business Initiatives • Forward integration into value-added copper products Key Focus • Expansion into higher-margin and specialty metal products Areas • Strengthening raw material security and recycling ecosystem • Scaling global partnerships and processing capabilities Plastic Recycling Faci
Slide 9: Financial highlights – Q2 & H1FY27
Financial highlights – Q2 & H1FY27 Segmental Revenue (Rs. Crores) Revenue (Rs. Crores) EBITDA (Rs. Crores) PAT (Rs. Crores) 3,337.0 7.6% 4.0% 4.2% 4.7% 2.5% 2.7% 25.4 44.6 347.3 82.7 +22.5% +26.8% +30.5% Q2 FY27 815.3 160.0 98.6 2,021.7 3,337.0 90.6 138.8 2,724.5 109.5 69.4 2,113.7 Copper Lead Alloy
Slide 10: Segmental highlights – Q2FY27
Segmental highlights – Q2FY27 Copper & Copper Ingots Lead & Lead Alloy Ingots Aluminium and Aluminium Alloys Volumes (In MT) Volumes (In MT) Volumes (In MT) 16,411 44,460 2,493 14,683 2,201 32,150 34,851 9,434 1,196 2,610 Q2 FY26 Q1 FY27 Q2 FY27 VAP^ Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 R
Slide 11: Segmental highlights – H1FY27
Segmental highlights – H1FY27 Copper & Copper Ingots Lead & Lead Alloy Ingots Aluminium and Aluminium Alloys Volumes (In MT) Volumes (In MT) Volumes (In MT) 31,094 81,032 4,979 4,695 67,002 17,942 3,575 H1 FY26 H1 FY27 VAP^ H1 FY26 H1 FY27 H1 FY26 H1 FY27 Revenue (Rs. Crores) Revenue (Rs. Crores) Re
Slide 12: EBIDTA Per Tonne – Q2 & H1FY27
EBIDTA Per Tonne – Q2 & H1FY27 Copper & Copper Ingots Lead & Lead Alloy Ingots Aluminium and Aluminium Alloys Q2 FY27 Q2 FY27 Q2 FY27 62,461 22,147 24,735 18,660 19,310 21,197 21,204 37,237 31,825 14,434 Q2 FY26 Q1 FY27 Q2 FY27 VAP^ Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 H1 FY27 H1 FY27 H1
Slide 13: Consolidated profit and loss account statement – Q2 & H1FY27
Consolidated profit and loss account statement – Q2 & H1FY27 Particulars (INR Crs) Q2FY27 Q2FY26 Y-o-Y (%) Q1FY27 Q-o-Q (%) H1FY27 H1FY26 Y-o-Y (%) Revenue from Operations 3,337.0 2,113.7 58% 2,724.5 22% 6,061.4 3,663.0 65% Cost of Goods Sold 3,124.5 1,879.3 2,554.7 5,679.2 3,272.4 Employee Cost 12.
Slide 14: Company Overview
Company Overview
Slide 15: FY26 - Company at a glance
FY26 - Company at a glance Product Portfolio One of India’s largest and fastest-growing non-ferrous metal recycling companies, with a legacy spanning over seven decades Lead & Lead Alloy Ingots LME Copper, Copper Ingots & Value-Added Products 1953 2026 +3.8 lakh One of the largest Indian Constituted
Slide 16: Journey so far
Journey so far Commissioning of Value-added Copper Products Secured registration with the London Metal Exchange for the Crisil AA-/Stable (Upgraded from 'Crisil A/Stable’) Lead brand under the brand Commencement of operations by setting up a Tin name of “Jain 9997” refining unit Expansion of operati
Slide 17: Awards and certifications
Awards and certifications Awards MSME Chamber of Industry outlook MSME Chamber of MCX awards Times business awards DGEMS 2024 Indian institute of commerce & industry Top 10 metal commerce & industry of India Leading hedgers / north 2025 Forbes D Globalist metals of India recycling companies Fastest
Slide 18: Strong management team
Strong management team Hemant Shantilal Jain Sanchit Jain Kamlesh Jain Mayank Pareek Executive Director & Executive Director Chairman & Managing Director Joint Managing Director Chief Financial Officer • Experience of 30+ years in the metal industry • Experience of 10+ years in the metal industry •
Slide 19: Our core competencies
Our core competencies 01 Strategically located Recycling Facilities having Multi product processing capability 02 Diversified product portfolio Strong customer base in 20+ countries & supplier 03 base in 120+ countries with global footprint 04 Deep sourcing capabilities Hedging Mechanism for Commodi
Slide 20: 1. Strategically located recycling facilities
1. Strategically located recycling facilities …having multi product processing capabilities End-to-end 7* 45+ Cross-facility recycling processes Recycling Facilities Acres of land utilization of our by products Raw material Authorised production quantity Map of Chennai District Copper Scrap druid, C
Slide 21: 2. Diversified product capabilities
2. Diversified product capabilities Lead & Lead Alloy Ingots Copper & Copper Ingots Aluminum & Aluminium Ingots Plastics Refined Copper Billet Aluminium Alloy Ingot Plastic scrap from lead batteries is recycled Purity ranges from 95.00% to 99.07%; Used into PP/PVC granules, used in in Cable, Chemica
Slide 22: 3. Strong customer base with global footprint
3. Strong customer base with global footprint… Export revenue Revenue split (%) Country wise revenue Split (%) 13% 7% 28% 2% 50% H1 FY27 50% H1 FY27 50% Export Domestic India China Others Singapore South Korea Total revenue from top customers (%)* Company has exported End use sectors includes electr
Slide 23: …with relationships with marquee customers
…with relationships with marquee customers JIANGXI COPPER INTERNATIONAL TRADING CO. LTD. And many more…… Note: The Brand Names mentioned are the property of their respective owners and are used here for identification purposes only 22
Slide 24: 4. Deep sourcing capabilities
4. Deep sourcing capabilities Deep sourcing network across the globe RM sourcing split (%)* RM sourcing – import split (%)* 29% 38% 39% H1 FY27 H1 FY27 62% 13% 4% 10% 4% Imports Domestic United States Japan Carribean Korea Malaysia Others Company has imported Cost of RM from top suppliers (%)* mater
Slide 25: 5. Hedging mechanism for commodity price risk protection
5. Hedging mechanism for commodity price risk protection for products Our business operations are directly impacted Price increase or decrease in these metals by fluctuations in the prices of base metals can significantly affect our profitability traded on the London Metal Exchange Safeguarding fina
Slide 26: Near Term Growth Drivers
Near Term Growth Drivers
Slide 27: Government Incentives & Growth Prospects
Government Incentives & Growth Prospects Advantages Supportive provisions on metal recycling India’s Rs. 1,500 crore Critical Mineral Recycling Scheme aims to boost domestic National Critical Mineral Mission Policy (2025) recycling and reduce import dependence. Extended Producer Responsibility (EPR)
Slide 28: Continuing focus on sustainability and ESG principles
Continuing focus on sustainability and ESG principles Continue to invest in technologies and systems Contribute to the broader Recycling of non-ferrous that optimize our recycling societal goal of promoting metal scrap shall be processes and minimize equity and long-term eligible for EPR points wast
Slide 29: Beyond business: our responsibility towards society (1/2)
Beyond business: our responsibility towards society (1/2) At Jain Metal Group, we are deeply committed to empowering communities by enabling access to opportunities that can shape brighter futures. Supporting the Rotary Club’s mission by providing digital access boards to Government and Corporation
Slide 30: Beyond business: our responsibility towards society (2/2)
Beyond business: our responsibility towards society (2/2) At Jain Metal Group, we are deeply committed to empowering communities by enabling access to opportunities that can shape brighter futures. Supporting education by transforming 15 government schools in Empowering underprivileged women through
Slide 31: Historical Financials
Historical Financials
Slide 32: Financial performance (1/2)
Financial performance (1/2) Revenue (Rs. Crores) EBITDA (Rs. Crores) Profit after Tax (Rs. Crores) 9,543 559 347 +46% +65% +56% 6,429 365 223 4,428 164 227 3,064 124 92 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Revenue Mix (%) EBITDA Margin (%) PAT Margin (%) Domestic Export 5.7% 5
Slide 33: Financial performance (2/2)
Financial performance (2/2) Return on Capital Employed (%) Fixed Asset Turnover Ratio (x) Working Capital (No. of Days) 67 days 55 days 38 days 66 days 49 days 24.2% 25.3% 83.4 76.1 19.1% 18.2% 57.8 47.9 12.3% 43.5 62 47 # 44 FY23 FY24 FY25* FY26^ H1FY27 FY23 FY24 FY25* FY26 H1FY27 40 34 Return on E
Slide 34: Consolidated profit and loss account statement
Consolidated profit and loss account statement Particulars (INR Crs) H1FY27 FY26 FY25 FY24 FY23 Revenue from Operations 6,061.4 9,543.1 6,429.4 4,428.4 3,064.1 Cost of Goods Sold 5,679.2 8,724.1 5,844.4 4,009.5 2,787.9 Employee Cost 23.1 42.6 28.0 32.4 14.4 Other Expenses 110.8 217.4 192.0 159.3 137
Slide 35: Consolidated balance sheet statement
Consolidated balance sheet statement Particulars (INR Crs) Sep-26 Mar-26 Mar-25 Mar-24 Mar-23 Particulars (INR Crs) Sep-26 Mar-26 Mar-25 Mar-24 Mar-23 Property, Plant & Equipments 117.7 92.6 71.6 64.7 58.4 Share Capital 69.0 69.0 64.7 41.0 40.0 Capital Work-in-progress 93.6 45.0 3.2 0.0 0.0 Other Eq
Slide 36: Consolidated cash flow statement
Consolidated cash flow statement Particulars (INR Crs) Sep-26 Mar-26 Mar-25 Mar-24 Mar-23 Net Profit Before Tax 217.9 211.4 303.1 214.6 123.6 Adjustments for: Non - Cash Items / Other Investment or Financial Items 283.4 -32.3 59.9 34.0 14.4 Cash generated from operations before working capital chang
Slide 37: Contact Information
Contact Information Company : Jain Resource Recycling Limited CIN: L27320TN2022PLC150206 Mr. Aravind Kumar V [email protected] E: [email protected] T: +91 44 4340 9494 www.jainmetalgroup.com www.jainmetalgroup.com Investor Relations Advisor : Strategic Growth Advisors Pvt. Ltd. CIN: U74140MH
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