Jain Resource
Jain Resource Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Jain Resource Recycling Limited expects revenue growth of around 20%-25% annually for FY '26 and FY '27, consistent with the 27% growth shown in H1 FY '26 and historical 4-5 years' performance. Revenue growth of 20%-25% expected for FY '26 and FY '27, continuing a consistent 4-5 year trend (Page 20).
From Jain Resource's Q2 FY26 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- Jain Resource Recycling Limited expects revenue growth of around 20%-25% annually for FY '26 and FY '27, consistent with the 27% growth shown in H1 FY '26 and historical 4-5 years' performance.
- Volume growth has been strong, with lead segment sales up 30%-40% recently and copper segment also growing steadily.
- The company plans incremental capacity expansions, typically adding 20% capacity once existing capacity utilization exceeds 80%, ensuring sustained volume growth.
- New projects, including value-added copper products and JV ventures, are expected to further augment sales over the next couple of years.
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Profitability & Margins
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Capital Expenditure Plans
- Continuous expansion in existing business with year-on-year capex of INR 20-30 crores.
- Copper value-added products plant (Phase 1) with 9,000 tons per annum capacity, capex around INR 95 crores.
- Follow-up expansion (Phase 2) of the copper plant with additional INR 50 crores capex to double capacity.
- Ahmedabad JV with an estimated capex of INR 30 crores from Jain Resource Recycling side.
- Advanced-stage studies for projects including tire recycling, solar panel recycling, and EV recycling with potential capex of around INR 100 crores over 2-3 years.
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Fundraising & Capital Structure
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Order Book & Pipeline
- Jain Resource Recycling Limited operates in a business where sourcing directly determines recycling and sales; there is no traditional order book but a purchase order book tied to sourcing capacity.
- The company emphasizes deep sourcing capabilities across 120+ countries, including domestic and international sources, ensuring steady raw material supply.
- There is no mention of a traditional pending order book; growth and operations depend on sourcing volume rather than fixed customer orders.
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Jain Resource — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹3.0K Cr, net profit ₹62 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Jain Resource Recycling Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Jain Resource Q2 FY26 results?
Jain Resource Recycling Limited expects revenue growth of around 20%-25% annually for FY '26 and FY '27, consistent with the 27% growth shown in H1 FY '26 and historical 4-5 years' performance. Revenue growth of 20%-25% expected for FY '26 and FY '27, continuing a consistent 4-5 year trend (Page 20).
What is Jain Resource share price analysis?
Jain Resource currently shows a neutral. The stock trades at a P/E of 28.0 with a market cap of ₹10,209 Cr. Investors should review the full earnings analysis for detailed insights.
Is Jain Resource planning capital expenditure?
Continuous expansion in existing business with year-on-year capex of INR 20-30 crores.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.