2 stocks from recycling mega theme worth researching in 2025
Published: 2025-07-09
Status:
Analyzed
Published: 2025-07-09
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Gravita India targets increasing its production capacity from 3.34 lakh MTPA in FY25 to over 7 lakh MTPA by FY28.
"Gravita's production capacity in FY25 was 3.34 lakh MTPA. And now the target is to take it to 7 lakh plus MTPA by financial year 28."
Pending
Gravita India aims for more than 30% of its revenue to come from non-lead verticals (up from 12% currently), implied by FY28.
"And more than 30% of revenue came from non-lead verticals, which is currently just 12%."
Pending
Gravita India plans a capex of ₹1500 crore, with up to ₹890 crore to be funded internally.
"For this transition, Gravita is planning a capex of Rs 1500 crore. In which the company will be able to fund up to Rs 890 crore internally."
Pending
Gravita India's lithium-ion recycling plant in Mundra is expected to become operational by the first half of FY26 (April-September 2025).
"For this, a plant in Mundra will become operational by the first half of FY26."
Pending
Gravita India plans to increase the share of value-added products to over 50% of revenue by FY28, from 45% in FY25.
"the share of value added products was 45% in FY25, which is planned to be increased to 50% plus by FY28"
Pending
Gravita India's working capital as a percentage of revenue is expected to decrease from 85% in FY25 to 77% in FY26.
"Due to this shift, working capital is expected to fall from 85% in FY25 to 77% in FY26"
Pending
Gravita India's cash flow from operations (CFO) is guided to increase from ₹280 crore to ₹360 crore in FY26.
"and cash flow from operations is also guided to jump from 280 Cr to 360 Cr."
Pending
Antony Waste Handling Cell targets 25% CAGR revenue growth over the next three to five years.
"the company has a clear target of 25% CAGR revenue growth over the next three to five years."
Pending
Antony Waste Handling Cell's core margins are expected to improve from 20-21% to 22-23% within the next two to three quarters (from July 2025).
"Plus the company's core margins are currently in the range of 20 to 21%, which can improve to 22 to 23%. As the processing unit completes its capacitive cycle in the next two to three quarters."
Pending
Antony Waste Handling Cell plans to merge its subsidiary Ag Enviro with the parent company.
"Plus Ag Enviro, a publicly owned subsidiary. The plan is to merge it with the listed parent to bring cost efficiency, better synergies and stronger financial stability."
Pending
90% battery recycling is mandated for battery manufacturers in India in FY26 (April 2025-March 2026).
"90% recycling will be mandatory for battery manufacturers in FY26."
Pending
India's Municipal Solid Waste (MSW) market is estimated to reach approximately 10 crore TPA by FY26 (April 2025-March 2026).
"The municipal solid waste (MSW) market in India is estimated to reach around 10 crore TPA by FY26."
Pending
Gravita India's production capacity to increase from 3.34 lakh MTPA (FY25) to over 7 lakh MTPA by FY28.
"Gravita's production capacity in FY25 was 3.34 lakh MTPA. And now the target is to take it to 7 lakh plus MTPA by financial year 28."
Pending
Gravita India expects over 50% of its revenues to come from value-added products by FY28, as part of its Vision 2029.
"Vision 2029 is that the company plans to have more than 50% of its revenues coming from value-added products by FY28."
Pending
Gravita India targets more than 30% of its revenue from non-lead verticals (up from 12% currently), as part of Vision 2029.
"And more than 30% of revenue came from non-lead verticals, which is currently just 12%."
Pending
Gravita India plans a capex of ₹1500 crore, funding up to ₹890 crore internally.
"Gravita is planning a capex of Rs 1500 crore. In which the company will be able to fund up to Rs 890 crore internally."
Pending
Gravita India's lithium-ion recycling plant in Mundra to become operational by the first half of FY26.
"For this, a plant in Mundra will become operational by the first half of FY26."
Pending
Gravita India plans to increase the share of value-added products in revenue to over 50% by FY28 (from 45% in FY25).
"the share of value added products was 45% in FY25, which is planned to be increased to 50% plus by FY28"
Pending
Gravita India's working capital as a percentage of revenue is expected to fall from 85% in FY25 to 77% in FY26.
"working capital is expected to fall from 85% in FY25 to 77% in FY26"
Pending
Gravita India's cash flow from operations (CFO) is guided to jump from ₹280 Cr to ₹360 Cr in FY26.
"cash flow from operations is also guided to jump from 280 Cr to 360 Cr."
Pending
Antony Waste Handling Cell Limited targets 25% CAGR revenue growth over the next three to five years.
"the company has a clear target of 25% CAGR revenue growth over the next three to five years."
Pending
Antony Waste Handling Cell Limited's core margins are expected to improve from 20-21% to 22-23% within the next two to three quarters.
"the company's core margins are currently in the range of 20 to 21%, which can improve to 22 to 23%. As the processing unit completes its capacitive cycle in the next two to three quarters."
Pending
Antony Waste Handling Cell Limited plans to merge its subsidiary Ag Enviro with the listed parent company to achieve cost efficiency, better synergies, and stronger financial stability.
"The plan is to merge it with the listed parent to bring cost efficiency, better synergies and stronger financial stability."
Pending
Market expects the share of formal lead recyclers to reach 75% from the current 40%.
"the market expects the share of formal lead recyclers to reach 75% from the current 40%"
Pending
90% recycling to be mandatory for battery manufacturers in India in FY26 (up from 70% in FY25).
"90% recycling will be mandatory for battery manufacturers in FY26. In FY25, it was 70%"
Pending
India's Municipal Solid Waste (MSW) market is estimated to reach around 10 crore TPA by FY26.
"The municipal solid waste (MSW) market in India is estimated to reach around 10 crore TPA by FY26."
Pending