Jain Resource Recycling Limited Q4 FY26 earnings call summary

NSE: JAINREC · BSE: 544537

Earnings call of 18 May 2026, summarised by AI from the filing.

EBITDA per ton impacted by ₹6,000 from war-related logistics and ₹18,000-18,500 from LME formula decline; considered transient.

Q4 margin compression EBITDA per ton impacted by ₹6,000 from war-related logistics and ₹18,000-18,500 from LME formula decline; considered transient.
Growth driver Copper value-added projects (anode, cathode, wire rod, bus bar) expected to improve product mix and add 2-4% EBITDA margin.
Risk Geopolitical disruptions from Iran-Israel conflict impacted shipping routes, raw material supply, and logistics costs.

Jain Resource Recycling Limited Q1 FY27 results

As filed: Revenue ₹2,724 cr (+76% year on year), EBITDA ₹110 cr (+22% year on year), PAT ₹69.4 cr (+22% year on year), EBITDA margin 4.0% (−179 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Q4 FY26: Revenue ₹3,030 cr, EBITDA ₹100.0 cr, PAT ₹62.0 cr, EBITDA margin 3.3%. Not scored. No result for the same quarter last year. Share price after the results: −33.6% in 30 days (Nifty 500: +2.6%).
Q3 FY26: Revenue ₹2,676 cr, EBITDA ₹190 cr, PAT ₹127 cr, EBITDA margin 7.1%. Not scored. No result for the same quarter last year. Share price after the results: +11.6% in 30 days (Nifty 500: −5.9%).
Q2 FY26: Revenue ₹2,055 cr, EBITDA ₹157 cr, PAT ₹99.0 cr, EBITDA margin 7.6%. Not scored. No result for the same quarter last year. Share price after the results: +21.6% in 30 days (Nifty 500: +1.1%).
Q1 FY26: Revenue ₹1,470 cr, EBITDA ₹87.0 cr, PAT ₹59.0 cr, EBITDA margin 5.9%. Not scored. No result for the same quarter last year.

Past price moves after results do not indicate future moves. Not a recommendation.

Figures from the company's filings with NSE and BSE. Not investment advice.