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Concalls · Recycling · Micro cap

Namo plots a fourfold revenue jump to main board in 18–24 months

CEO Sanjeev Shrivastava set a target of ₹800–900 crore in revenue and ₹50 crore in profit for a main-board listing. The bet is on battery recycling.

1 earlier story on Namo Ewaste Management Ltd.
Mkt cap₹656 cr
P/E45.74×
ROE9.53%
Debt / eq.0.03
₹195.13 cr FY26 revenue, up 29%.

What's new

  • Namo targets a main-board listing once revenue hits ₹800–900 crore and profit crosses ₹50 crore.
  • The company plans to double e-waste revenue to ₹200–210 crore and grow battery recycling to ₹200 crore in FY27.
  • A ₹60 crore hydrometallurgy plant for lithium-ion battery metals is planned, with construction finishing in the next calendar year.

Why this matters

The main-board target is a public roadmap that requires a massive scale-up from FY26's ₹195 crore in revenue. The new battery-recycling business is the stated vehicle for that growth. The ₹60 crore capex is the first concrete number backing the pivot.

What we're watching

  • Whether battery-recycling revenue can reach ₹200 crore from a nascent base in one year.
  • Execution on the hydrometallurgy plant timeline.
  • Progress toward the ₹800–900 crore revenue target.

The full read

Namo Ewaste Management posted a strong FY26, with revenue up 29% to ₹195.13 crore and net profit jumping 70% to ₹14.35 crore. The bigger story came on the call, where CEO Sanjeev Shrivastava set a public target for main-board migration at ₹800–900 crore in revenue and ₹50 crore in profit. The vehicle for that growth is battery recycling. Namo plans to double its e-waste revenue to ₹200–210 crore in FY27 while growing battery recycling to ₹200 crore. A ₹60 crore hydrometallurgy plant to extract metals from lithium-ion batteries is the first concrete capex behind the pivot. The main-board target is ambitious. Whether the battery business can scale that quickly is the test.

Questions answered

What does Namo need to achieve for a main-board listing?
CEO Sanjeev Shrivastava said the company will seek a main-board migration once annual revenue reaches ₹800–900 crore and net profit crosses ₹50 crore. He expects to hit those milestones in 18 to 24 months.
How did the company perform in FY26?
Revenue rose 29% to ₹195.13 crore and net profit jumped 70% to ₹14.35 crore for the year.
What is the plan for battery recycling?
Namo plans to grow its battery-recycling revenue to ₹200 crore in FY27. It will also build a ₹60 crore hydrometallurgy plant to extract metals from lithium-ion batteries, with construction expected to finish in the next calendar year.
How large is the gap between current results and the main-board targets?
FY26 revenue was ₹195.13 crore versus a target of ₹800–900 crore. Net profit was ₹14.35 crore versus a target of ₹50 crore.
Mentioned: Sanjeev Shrivastava · ₹60 cr hydrometallurgy plant · FY27 targets: ₹200–210 cr e-waste, ₹200 cr battery recycling
Primary source NSE · Tijori

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

Company snapshot

Namo Ewaste Management Ltd.

Recycling
₹656 cr
P/E 45.74×

Latest quarter · Mar 2026

Sales₹107 cr
Net profit₹7 cr
Op. margin+10.9%
EPS₹3.22

Strength & growth

Debt / equity0.03×
Current ratio6.98×
  1. 25 May 2026 · 5:24 PM IST Namo plots a fourfold revenue jump to main board in 18–24 months
  2. 20d ago Namo Ewaste profit jumps 70%, sets ₹1,100 crore target