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Namo eWaste Management Ltd

Q2 FY26Other Utilities

Namo eWaste Management Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹280
Market cap₹627 Cr
P/E43.7
Updated23 Aug 2026
Read3 min read

Namo eWaste Management Ltd Q2 FY26 key numbers

Revenue
Expected revenue from Nasik lithium plant at 60% utilization is around ₹180-200 crore next year.

As stated in Namo eWaste Management Ltd's Q2 FY26 earnings call transcript · published 16 Jul 2026. Reported figures, not investment advice.

The short version

Namo eWaste targets a 40-50% CAGR growth trajectory in the coming years. Namo eWaste aims for a 40-50% CAGR growth trajectory over the next 3 years, driven by expanding e-waste and battery recycling operations (Page 4, 7).

From Namo eWaste Management Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Namo eWaste targets a 40-50% CAGR growth trajectory in the coming years.
  • Expected revenue from Nasik lithium plant at 60% utilization is around ₹180-200 crore next year.
  • Hyderabad plant, with 25,000 MT capacity, is expected to add ₹30-40 crore in revenue once operational.
  • Current three facilities anticipated to grow 30-40% annually.
  • By 2027, revenue split expected to be 40% from battery business and 60% from e-waste across four plants.
  • EBITDA margins projected to improve to 13-15% over the next 2-3 years.
  • Lithium-ion plant revenue share expected to increase from current ~6%.

2 more points from Namo eWaste Management Ltd's call on revenue

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Profitability & Margins

See what Namo eWaste Management Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • The company is evaluating various global tie-ups and joint ventures for new technologies, especially hydrometallurgy for critical minerals extraction from black mass.
  • This new technology investment is expected to require a Capex of approximately $2 million to $4 million.
  • No immediate additional capital expenditure is planned for capacity expansion aside from technology upgrades.
  • Existing facility expansions can be accommodated via increased shifts and capacity utilization rather than new plants.

2 more points from Namo eWaste Management Ltd's call on capex

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Top-ranked in Other Utilities

Ranked on what management guided this quarter

Guidance-ranked
1Rajesh Power
Rev 1Mar 3
2Z-Tech (India)
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 3
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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

Related insights include: - The company is building strong sourcing relationships with OEMs to secure long-term raw material supply contracts, especially for lithium-ion batteries. - Multiple short-term and long-term agreements for battery procurement are in place, indicating a stable order flow.

2 more points from Namo eWaste Management Ltd's call on order book

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What Namo eWaste Management Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Namo eWaste Management Ltd Q2 FY26 results?

Namo eWaste targets a 40-50% CAGR growth trajectory in the coming years. Namo eWaste aims for a 40-50% CAGR growth trajectory over the next 3 years, driven by expanding e-waste and battery recycling operations (Page 4, 7).

What is Namo eWaste Management Ltd share price analysis?

Namo eWaste Management Ltd currently shows a neutral. The stock trades at a P/E of 43.7 with a market cap of ₹627 Cr. Investors should review the full earnings analysis for detailed insights.

Is Namo eWaste Management Ltd planning capital expenditure?

The company is evaluating various global tie-ups and joint ventures for new technologies, especially hydrometallurgy for critical minerals extraction from black mass.

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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.