Investor Presentation

Here's a concise summary of Sunlite Recycling Industries' investor presentation: **Business Performance:** Sunlite Recycling delivered robust financial performance for H2 and FY26. FY26 revenue nearly doubled to ₹2,764.7 Cr (+97.9% YoY), with profit after tax (PAT) surging to ₹40.2 Cr (+181.3% YoY) and EPS reaching ₹35.20. H2FY26 also saw strong growth: revenue hit ₹1,642.4 Cr (+116.1% YoY) and PAT reached ₹25.8 Cr (+257.7% YoY), with EPS at ₹21.62. Sales volume for FY26 grew 52.5% to 23,230 MT, with Gujarat and Dadra & Nagar Haveli being key revenue contributors. **Growth Drivers or Strategy:** The company strategically acquired Sunlite Aluminium, expanding its product platform from single-metal copper to multi-metal, including aluminium wire rods, enhancing market resilience.

They doubled Annealed Tinned Coated Copper (ATC) capacity to 1,600 MTPA with a ₹2.62 Cr CAPEX, supporting India's renewable energy supply chain.

A physical hedging strategy helps stabilize margins. **Recent Developments:** Sunlite commenced production of value-added Copper Busbars in September 2025 and ATC in April 2025. New land has been secured for expanding busbar and anode plants.

The board has proposed a final dividend of ₹1 per share. **Management Commentary / Outlook:** Management is focused on revenue growth from the new Copper Bus Bar line and plans to expand into new product verticals through forward and backward integration, targeting high-value niche applications.

The Indian copper industry expects 10-12% annual growth, driven by the government's 500 GW non-fossil fuel target and surging EV demand, providing a strong market tailwind.