Lead Reclaim
Lead Reclaim Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
3 of 4 strong
The short version
Company targets revenue of around INR 180-190 crores by 2029 with approximately 15% PAT margins. Company targets revenue of around INR 180-190 crores by 2029 with approximately 15% PAT margins (Page 11).
From Lead Reclaim's Q4 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Company targets revenue of around INR 180-190 crores by 2029 with approximately 15% PAT margins. (Page 11)
- Current capacity expansion from 960 metric tons per month to 4200 metric tons expected operational by October 2026. (Page 4)
- Planned ramp-up in production volumes alongside capacity increases, with a goal to reach 2,400 metric tons per month post-expansion. (Page 2)
- TPO and RCB plant with 60 metric tons per day capacity expected operational by December 2026, subject to government approvals. (Pages 4 & 11)
- Crumb rubber production to increase from 960 metric tons per month with plans to add 60 metric tons per day after government approval. (Page 12)
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Profitability & Margins
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Capital Expenditure Plans
- Lead Reclaim and Rubber Products Limited is undertaking significant CAPEX for expansion and modernization.
- Current focus includes installation of a 1.2 MW solar power plant to reduce electricity costs and improve EBITDA margins.
- Expansion of manufacturing capacity from 960 metric tons per month to 2400 metric tons per month across all verticals post-expansion.
- Setting up TPO (Tyre Pyrolysis Oil) and RCB (Recovered Carbon Black) plants with a combined licensed capacity of 60 metric tons per day, targeted to be operational by December 2026, subject to government approvals.
- EPDM plant operationalization planned around October 2026 to boost capacity up to 4200 metric tons per month.
- Investment in machinery and compliance for BIS standards in preparation for supplying to petrochemical players.
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Top-ranked in Industrial Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- No specific figures for current or expected order book/pending orders were explicitly mentioned in the transcript.
- Recurring purchase commitments exist with major customers like CEAT Tyre, JK Tyre, and TVS, but these are not long-term contracts.
- The company has supplied EPR-related products to these customers previously, indicating ongoing recurring demand.
- Exports currently constitute about 6% of sales with a target to increase exports to 20-25% in the near future.
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What Lead Reclaim and Rubber Products Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Lead Reclaim Q4 FY26 results?
Company targets revenue of around INR 180-190 crores by 2029 with approximately 15% PAT margins. Company targets revenue of around INR 180-190 crores by 2029 with approximately 15% PAT margins (Page 11).
What is Lead Reclaim share price analysis?
Lead Reclaim currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 19.2 with a market cap of ₹79 Cr. Investors should review the full earnings analysis for detailed insights.
Is Lead Reclaim planning capital expenditure?
Lead Reclaim and Rubber Products Limited is undertaking significant CAPEX for expansion and modernization.
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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.