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Recycling · Mid cap

CMR Green posts 30% revenue jump, guides 25% volume growth in FY27

FY26 PAT jumped 47% to ₹228 cr on volumes over 80K MT. Two new plants with ₹200 cr capex target 7 lakh MT capacity by FY27-end.

3 earlier stories on CMR Green Technologies Ltd.
Mkt cap₹5,404 cr
P/E37.93×
ROE10.38%
Debt / eq.0.65
₹8,646 cr FY26 revenue, up 30% YoY

What's new

  • FY26 revenue up 30% to ₹8,646 cr, PAT up 47% to ₹228 cr.
  • Volumes crossed 80K MT; market share stands at 45% in auto aluminium recycling.
  • FY27 volume growth guided similar to 25%; ₹200 cr capex for two new plants targeting 7 lakh MT capacity.

Why this matters

Strong execution in a niche sector. The 45% market share and EV-driven aluminium demand provide a structural story, but the absence of profitability guidance leaves valuation (P/E 37.9) reliant on volume growth continuing.

What we're watching

  • FY27 volume trajectory – guided ~25%, but no margin targets set.
  • Commissioning of Shoolagiri and Bawal plants by FY27-end.
  • Carbon credit monetisation as potential unrealised upside.

The full read

CMR Green closed FY26 with 30% revenue growth to ₹8,646 cr and 47.3% PAT growth to ₹228 cr. Volumes hit 80,000+ MT, and its market share in automotive aluminum recycling stands at 45%. The company is betting on EV adoption to triple aluminum use per vehicle. Management guided for similar volume growth of ~25% in FY27, backed by ₹200 cr capex for two new plants at Shoolagiri and Bawal, targeting 7 lakh MT capacity by FY27-end. That gives volume visibility. What it didn't give: a margin target. At a P/E of 37.9, the market already prices in execution. The Japanese joint ventures and an unsold carbon credit inventory are upside if they materialise. For now, the story is about volume compounding — and whether it can sustain without profit clarity.

Questions answered

What drove CMR Green's FY26 profit growth?
PAT rose 47.3% to ₹228 cr on revenue up 30% to ₹8,646 cr; volumes grew 24% to over 80,000 MT.
What is CMR's market share in aluminium recycling?
The company holds a dominant 45% market share in automotive aluminium recycling in India.
What are the capacity expansion plans?
Two new plants at Shoolagiri and Bawal target total capacity of 7 lakh MT by FY27-end, backed by ₹200 cr in capex.
What is the growth outlook for FY27?
Management guided for volume growth similar to FY26's 25% but declined to provide specific profitability targets.
How does EV adoption affect CMR's business?
Management expects aluminium usage per vehicle to triple with electrification, a structural demand driver.
What is the potential from carbon credits and JVs?
The company discussed scrap-sourcing resilience via Japanese JVs and an unrealised carbon credit inventory as upside.
Mentioned: ₹8,646 cr · 47.3% PAT growth · 7 lakh MT capacity · ₹200 cr capex
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

CMR Green Technologies Ltd.

Recycling
₹5,345 cr
P/E 25.16×

Latest quarter · Mar 2026

Sales₹2,365 cr
Net profit₹67 cr
Op. margin+5.5%
EPS₹2.94

Strength & growth

Debt / equity0.65×
Current ratio1.83×
  1. 2 Jul 2026 · 5:16 PM IST CMR Green posts 30% revenue jump, guides 25% volume growth in FY27
  2. 2d ago CMR Green guides 25% volume growth in FY27 with ₹200 cr capex
  3. 6d ago CMR Green confirms FY26 numbers, subsidiary expansions on track
  4. 6d ago CMR Green's FY26 audit confirms prior numbers, expansions on track