Namo eWaste Management Ltd
Namo eWaste Management 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
The company targets a 2x revenue growth annually over the next two years, aiming to grow from approximately ₹200 crore to ₹400 crore, and then to ₹800-900 crore before moving to the main board. Namo eWaste targets a 2x revenue growth annually, aiming to reach ₹800-900 crore in about two years.
From Namo eWaste Management Ltd's Q4 FY26 earnings-call transcript · updated 23 Sept 2026.
Revenue & Sales Performance
- The company targets a 2x revenue growth annually over the next two years, aiming to grow from approximately ₹200 crore to ₹400 crore, and then to ₹800-900 crore before moving to the main board.
- E-waste business is expected to grow at 40-50% CAGR, with capacity utilization stabilizing around 60-70%.
- Battery recycling capacity utilization is anticipated to ramp up from current low levels (~10%) to about 80% this fiscal year.
- New Hyderabad facility commissioning expected to improve sourcing and reduce logistics costs, supporting volume growth.
- Hydro-metallurgy plant expected to add to revenue growth beyond traditional e-waste and battery recycling.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Namo eWaste Management Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Planning and setting up a hydro-metallurgy (hydromet) plant with a pilot facility starting Dec-Jan, scaling from 1 to 5 metric tons per day.
- The hydromet plant's investment is around ₹60 crore, with eligibility for national critical mineral mission subsidy (~18-20%) plus state subsidies (~30-50%), totaling 50-70% subsidy.
- Funding strategy for hydromet plant primarily via debt to preserve capital; company is currently debt-free and capable of servicing debt.
- Expanding capacity and footprint with new facilities like the Hyderabad plant to optimize sourcing and reduce logistics costs.
2 more points management made on capital expenditure plans
Top-ranked in Other Utilities
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
See what Namo eWaste Management Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
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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 Q4 FY26 results?
The company targets a 2x revenue growth annually over the next two years, aiming to grow from approximately ₹200 crore to ₹400 crore, and then to ₹800-900 crore before moving to the main board. Namo eWaste targets a 2x revenue growth annually, aiming to reach ₹800-900 crore in about two years.
What is Namo eWaste Management Ltd share price analysis?
Namo eWaste Management Ltd currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 43.2 with a market cap of ₹620 Cr. Investors should review the full earnings analysis for detailed insights.
Is Namo eWaste Management Ltd planning capital expenditure?
Planning and setting up a hydro-metallurgy (hydromet) plant with a pilot facility starting Dec-Jan, scaling from 1 to 5 metric tons per day.
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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.