BSECompany Update4d ago · 10 Aug 2026, 03:49 pm

Investor Presentation for financial results of first quarter of 2026-27 ended on 30th June 2026

CMR Green Technologies Ltd · 544777

✦ AI Summary▲ PositiveResults

CMR Green Technologies Ltd has released its Investor Presentation for the first quarter of 2026-27, showing revenue, EBITDA, and PAT increases of 64.9%, 27.1%, and 21.9% respectively on a year-over-year basis. The company has invested Rs. 53 Cr in greenfield expansion projects and is progressing with brownfield expansion and technology-led initiatives.

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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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CMR Green Technologies Ltd - 544777 - Announcement under Regulation 30 (LODR)-Investor Presentation

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CMR GREEN TECHNOLOGIES LIMITED REGD. OFFICE: 7TH FLOOR, TOWER 2, L & T BUSINESS PARK, 12/4 DELHI MATHURA ROAD, FARIDABAD, HARYANA-121003 CIN: L00337HR2005PLC085675, PH: +91-129-4223050 E-MAIL: COMPLIANCEOFFICER@CMR.CO.IN WEBSITE: WWW.CMR.CO.IN Ref. CMRG/Reg30/Presentation-Investor Meet/Q1-FY- 2026-27 Date: 10th August, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G Department of Corporate Services Bandra Kurla Complex Phiroze Jeejeebhoy Towers Bandra (E), Mumbai – 400 051 Dalal Street, Mumbai – 400 001 Equity Scrip Code CMRGREEN Equity Scrip Code 544777 ISIN INE00WV01027 ISIN INE00WV01027 Dear Sir/Madam, Subject : Revised Investor Presentation - Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a copy of the Investor Presentation, on the financial results of the company for the first quarter of 2026-27 ended on 30th June, 2026. The aforesaid Investor Presentation is also being made available on the website of the Company at www.cmr.co.in. Please receive the above in order and acknowledge. Thanking You, CMR GREEN TECHNOLOGIES LIMITED INVESTOR PRESENTATION Q1 FY27 Management Commentary “We commenced FY27 on a strong note with Revenue, EBITDA, PAT increasing by 64.9%, 27.1% and 21.9% respectively on YoY basis, supported by healthy volume growth, operational efficiencies and disciplined cost management. Despite significant aluminium price volatility, our diversified scrap sourcing network, effective hedging strategy and prudent risk management framework enabled us to mitigate metal price fluctuations and improve EBITDA per kg to Rs. 12.4, which we believe is a meaningful measure of operating performance in our case. During the quarter, we invested Rs. 53 Cr in our greenfield expansion projects at Shoolagiri and Bawal, while also advancing brownfield expansion and technology-led initiatives at Tirupati and other locations. These investments are progressing as planned and are expected to increase our installed recycling capacity to over 7,00,000 tonnes per annum by the end of the current financial year. Our commitment to our core value of 'People First' continues to be reflected in our workplace culture, with the Company being recognized as a Great Place to Work for the third consecutive year, securing the 15th rank in the midsize segment across all sectors covering industrials and services. With strong customer relationships, diversified sourcing capabilities and continued investments in capacity, technology and people, we remain well positioned to deliver sustainable, profitable growth and long-term value for our stakeholders.” - Mr. Mohan Agarwal Chairman & Managing Director CMR Green Technologies Ltd About CMR Green Technologies Limited CMR – At a Glance Transforming global metal scrap into engineered recycled aluminium alloys, liquid aluminium & other non-ferrous metal products for the automotive and industrial value chain Industry Leadership Integrated Scale Integrated Value Chain Trusted Partner India’s Largest non-ferrous 13 strategically located Global scrap sourcing from Serving leading metal recycler & Market facilities 1,000+ yards across Automotive OEMs & Tier-I Leader in Secondary continents suppliers Aluminium Installed capacity over 6 lakh tonnes annually Advanced alloy development High-quality customised Pioneer in recycled liquid 20+ years of expertise & manufacturing alloy solutions aluminium supply with Just in time (JIT) deliveries 3 strategic JVs with large Japanese Players Enabling India's transition towards circular aluminium manufacturing through scale, technology and long-term customer partnerships CMR’s Journey From our inception in 2006 to becoming a market leader today, our journey has been defined by strategic expansion, operational excellence and continuous value creation Foundation Expansion Integration Leadership Future 2006-2011 2012-2013 2014 - 2017 2018-2024 2025 – 2027E • 2006 – Commenced • 2012 – Two new JV’s with • 2015 - Certified by • 2019 - Commercial • 2025 – JV with Nippon operations at Tatarpur Japanese investors UNFCCC for carbon production at Vanod I & Light Metal Co., Ltd., Japan unit of Aluminium and credits at Bhiwadi unit Vallam Unit for CMR Eco zinc alloy ingot • 2013 - Commenced production at Bawal & • 2016 - Started processing • 2020 - Commenced • 2025 - Commenced • 2008 – Introduced Chennai; PE investment Zurik (stainless steel scrap) production at Halol Unit manufacturing of manufacture & supply of from Global Scrap at Tatarpur unit Aluminium alloys liquid/ liquid Aluminium at Processors Limited Ingots at Sambalpur facility • 2021 - Commercial Haridwar unit • 2017 - Established production in Vanod II; • 2013 - Commenced comprehensive ERP- Scheme of Arrangement • 2026 – The Company has • 2009 – Set up dedicated manufacturing and enabled IT infrastructure. with group companies. 2 successfully listed itself on liquid Aluminium delivery of over the road Patents granted both BSE and NSE manufacturing plant at liquid aluminium to Gurugram unit multiple customer from • 2024 - Commenced • 2026 – 4 patents in pipeline Manesar unit Aluminium billets and 8 copyrights registered • 2011 – Commenced production at Tirupati unit; operations at Bhiwadi unit Pune JV operations with • 2027E – Two new plants Nikkei CMR Aluminium will commence production by FY27 Value Proposition Built for Sustainable Growth Long-term demand driven by structural growth drivers Integrated Platform with End-to-End Capabilities From global scrap sourcing and alloy development to recycling, liquid aluminium supply and value-added products Integral Manufacturing Partner Long qualification cycles, customized alloy development, JIT liquid aluminium delivery and strategically co-located facilities leading to long-term partnerships Barriers to Entry Scale, technology, sourcing network and manufacturing footprint create durable entry barriers Disciplined Value Creation Capital-efficient growth through premium products, operational excellence and sustainability leadership Positioned at the intersection of India's manufacturing growth and the Global circular economy, CMR is creating long-term value through innovation, operational excellence and sustainable manufacturing Structural Tailwinds India Recycled Sustainability: CBAM Regulation: Aluminium Market: 95.5% / 96.6% New Customers for domestic and Energy / Carbon Savings export market FY25: 2,164k tonnes FY30F: 3,715k tonnes 11.2% volume CAGR, FY26–30F EPR: 10% / 20% / 25% PM E-DRIVE: PLI Schemes: Rs. 10,900 Cr. scheme to boost Aluminium / copper / zinc Rs. 1.97 lakh Cr program to scale EV adoption and domestic Recycled-content minimums local manufacturingand exports manufacturing rise by FY31 India Aluminium ~3x EV Lightweighting PM Gati Shakti: Integrates Demand Doubling Intensity Aluminium usage per vehicle in EVs Rs. 100 lakh Cr multimodal 5 → 10 Mn tonnes India aluminium vs. ICE battery casings, trays, motor infrastructure development consumption projected to double covers, body structures over the next decade Source: IMARC, ICRA Analytics 7 Q1 FY27 Financial Overview Q1 FY27 Performance Highlights Revenue (Rs. Cr) EBIDTA^ (Rs. Cr) PBT (Rs. Cr) 3,122.7 139.5 89.7 (64.9% YoY Growth) (27.1% YoY Growth) (20.8% YoY Growth) PAT (Rs. Cr) Sales Volume (in Metric Ton) 68.2 1,12,336 (21.9% YoY Growth) (25.2% YoY Growth) Key Business Updates • Sales volumes grew 25.2% YoY, with the aluminium business growing 32.5%, supported by strong automotive demand and growing non-auto traction. Billet volumes increased 149% and UBC recycling volumes grew 333% YoY, reflecting successful capacity ramp-up and market diversification • Revenue growth was supported by both higher volumes and improved average realisations, benefiting from a favourable metal price e [Showing first 8,000 characters — download PDF for full document]