• Event Type: Q1 FY27 Post-Results Earnings Conference Call for Analysts/Investors.
  • Date and Time: The call was held on Monday, August 24, 2026. A specific start time was not disclosed in the transcript.
  • Purpose: To discuss the Unaudited Standalone and Consolidated Financial Results for the quarter ended June 30, 2026 (Q1 FY27).
  • Management Participants: Mr. Rajesh Gupta, Chairman and Managing Director, represented the management. The call was moderated by Mr. Rushabh Shah from ADFACTORS PR.
  • Availability of Materials: The transcript of the call was submitted to the National Stock Exchange of India Limited and is also available on the company's website at https://www.nupurrecyclers.com/sebi-lodr-regulation46.html.
  • UPSI Statement: The moderator's opening remarks included a standard caution that some statements may be forward-looking and involve risks and uncertainties.

Financial Highlights & Strategic Updates

The management discussed the following financial and operational details for Q1 FY27:

Financial Performance:

  • Consolidated Revenue: stood at ₹83.03 crore, a growth of 56.6% YoY (from ₹53.03 crore in Q1 FY26) and 37.3% QoQ (from ₹60.47 crore in Q4 FY26).
  • Entity-wise Revenue Breakdown:
  • Nupur Recyclers Ltd (NRL): ₹40.68 Crores
  • Frank Metals Recyclers Ltd: ₹49.19 crores
  • Nupur Extrusion Pvt Ltd: ₹9.75 crores
  • Tycod Autotech Pvt Ltd: ₹12.52 crores
  • Others: ₹0.93 crore
  • Consolidated EBITDA: was ₹12.86 crore, a growth of 111% YoY (from ₹6.08 crore) and 88% QoQ (from ₹6.83 crore).
  • EBITDA Margin: was 15.48%, compared to 11.46% in Q1 FY26 and 11.29% in Q4 FY26.
  • Profit After Tax (PAT): was ₹7.39 crore, a growth of 82.6% YoY (from ₹4.04 crore) and 120.6% QoQ (from ₹3.35 crore).
  • PAT Margin: was 8.9% compared to 7.63% a year ago.
  • Other Income: was ₹3.69 crore on a consolidated basis for the quarter.

Operational Capacity & Utilization:

  • NRL, Mandoli Plant: Zinc ingot capacity of 600 MTPA; utilization at 500 MTPA (83.33%).
  • NRL, Sampla (New Facility - Under Construction): Planned production of zinc and aluminum ingots (200 MT per month) and an LFP battery recycling plant (6,000 MTPA).
  • Frank Metals, Palwal:
  • Zinc ingot: 2,500 MTPA capacity at 100% utilization.
  • Aluminum ingots: 1,200 MTPA capacity at 100% utilization.
  • Aluminum billet: 1,000 MT per month capacity; producing 300 MT per month (30% utilization).
  • Extrusion: 2,000 MTPA capacity at 100% utilization.
  • Tycod Autotech, Rudrapur: OEM auto components; 2,500 MTPA installed capacity; running at 1,200 MTPA (48% utilization).
  • Nupur Extrusion, Sampla: Aluminum extrusion; 2,400 MTPA installed capacity; running at 1,800 MTPA (75% utilization).

Key Strategic Updates:

  • LFP Battery Recycling Plant: A new facility is under construction in Sampla, Haryana, spread across 5 acres with a covered area of 135,000 sq. ft. It will have a capacity to recycle 6,000 tons per annum (500 tons per month) of Lithium Iron Phosphate (LFP) batteries. The expected capex is ₹50-70 crore, and commissioning is expected in the next 2-3 months. The process will extract lithium, iron phosphate, graphite, copper, and aluminum.
  • Business Model: The company imports 8,000-10,000 tonnes of scrap metal annually (approx. 4,000T stainless steel, 3,000T zinc, 2,000T aluminum). About 70% of value-added products are sold to third parties, and 30% are used internally by subsidiaries.
  • Funding Strategy: The company stated it is "almost debt-free" and intends to fund expansions (LFP plant, extrusion investment) largely through internal accruals.
  • Growth Outlook: Management indicated expectations for sequential quarterly improvement in revenue but did not provide specific numerical guidance.

Additional Notes Section

  • The document provided is the full transcript of the earnings conference call, enclosed as part of a regulatory filing under SEBI LODR Regulations.
  • The transcript itself contains a disclaimer noting it "may contain transcription errors" and that the company takes no responsibility for such errors.
  • No standalone financials were discussed; all figures mentioned were on a consolidated basis.
  • The call included a Q&A session with analysts from various firms, including Shah Family Office, Share India, Equinox Capital, and others.