Ardee Industries Limited has released its investor presentation for the second quarter and first half of Financial Year 2026-27. The presentation details key financial metrics, including Revenue, EBITDA, and PAT for both periods. Management comments highlight strategic priorities focused on optimizing capacity, diversifying sourcing, and expanding the customer base, aiming for sustainable growth and shareholder value creation.
Ardee Industries Presents Q2 & H1 FY27 Financial Highlights
Ardee Industries Limited has officially submitted its investor presentation detailing the financial performance for the second quarter (Q2) and the first half (H1) of Financial Year 2026-27, ending September 30, 2026. The company is hosting a conference call for investors and analysts on November 12, 2026, at 05:30 PM IST to discuss these results.
Key Financial Metrics
The presentation outlines the following key financial metrics:
Q2 FY27 Highlights:
- Revenue: INR 3,248 Mn
- EBITDA: INR 290 Mn
- PAT: INR 181 Mn
- Sales Volume: 15,656 MT
H1 FY27 Highlights:
- Revenue: INR 6,636 Mn
- EBITDA: INR 628 Mn
- PAT: INR 380 Mn
- Sales Volume: 33,300 MT
Management Commentary
Mr. Sandeep Aggarwal, Chairman and Managing Director, expressed optimism regarding the company’s position in the organised lead recycling industry. He noted the favourable regulatory environment, including EPR requirements under the Battery Waste Management Rules, which are expected to boost the recycling ecosystem and demand for recycled lead. The company’s strategic priorities going forward include optimizing capacity utilisation, diversifying sourcing, expanding the customer base, and increasing the share of value-added products. Ardee Industries remains committed to sustainable growth, operational excellence, and long-term value creation for its shareholders.
Company Overview & Value Proposition
Established in 1993, Ardee Industries is a leading player in the circular economy, specializing in the recovery and recycling of end-of-life energy storage products and non-ferrous scrap. The company boasts a diversified product portfolio including pure lead and lead alloys. Its value proposition is built on being well-positioned for the secondary lead transition, having diversified and reliable scrap access globally, offering customised, quality-assured lead solutions, and maintaining robust compliance and operating standards. The company also highlights its LME & MCX-certified brand and high barriers to market entry for competitors.
Regulatory Tailwinds and Demand Drivers
The presentation details supportive regulatory tailwinds such as the BWMR 2022 Recycling Framework and EPR: Mandatory Collection, alongside demand drivers like recurring battery offtake and the growing need for low-carbon sourcing. The build-out of Solar, DC, and Telecom storage infrastructure further fuels demand for lead-acid batteries.
Integrated Operations and Global Presence
Ardee Industries operates an integrated lead recycling process encompassing sourcing, dismantling, smelting, refining, alloying, and casting. The company has an expanded integrated capacity of 1,56,950 MTPA and strategic port connectivity. Its global presence is supported by sourcing operations across 85 countries, with a significant supplier base and a consistent supply flow of raw materials. The company is also listed on both the MCX platform and the London Metal Exchange (LME), enhancing its domestic presence and global footprint.
Source: BSE
