This Recycling Company Doubles Sales & Triples Profits Every 4 Years — Can It Keep Up in FY26–30?

Partner Offers: 🎁 Review & improve your mutual fund portfolio in minutes: https://app.powerup.money/xDsX/shanka... 🎁 I use Zerodha for my investments. Open an account → https://zerodha.com/open-account?c=ZA... 🎁 Analyze stocks smarter with Stockscans: Get 15% OFF with code SHANKAR15 → https://www.stockscans.in/pricing?ref... 🎁 Start investing in US stocks: Get 1 Month FREE on Tickertape Pro with code SHANKAR26 → https://ttape.onelink.me/rapp/shankar26 ⭑ Join 60,000+ investors: Get my investing insights in your inbox → https://shankarnath.substack.com/ 👉 Resources: ▸ Report by Axis (Nov 2025): https://investmentguruindia.com/edito... ▸ Report by Emkay (Sep 2025): https://bsmedia.business-standard.com... ▸ Report by Motilal Oswal (Jun 2025): https://dsijpub.s3.ap-south-1.amazona... ▸ Piyush's Substack: https://equitybypiyush.substack.com/p... Recycling is no longer a niche sustainability idea or a “kabadiwala” driven informal activity. It is quietly transforming into a core industrial supply chain, supported by regulation, capital, and global OEM demand. In this video, I explore this using Gravita India Limited as a case study ⚠️ This video is for educational purposes only. It should not be treated as investment advice or a stock recommendation. Please do your own research or consult a financial advisor before making any investment decisions and kindly read the disclaimer below in this description. 👉 Video Chapters: 00:00 Introduction 01:03 Recycling Industry in India 03:28 About Gravita India Limited 05:15 Gravita India's Procurement Strategy 06:06 A Sticky Partner to OEMs 07:20 Value Added Products 10:44 Revenue Growth Through the Years 11:58 Gravita India's Vision 2029 14:44 Capacity and Capex 16:37 Financial Milestones in Vision 2029 17:22 Competitive Moat of Gravita India 18:28 Financials and Valuation of Gravita India 22:48 Risks and Concerns 24:58 Summary 26:38 Shankar Nath's Viewpoint #recycling #gravitaindia #fundamentalanalysis #shankarnath Disclaimer: 1. Shankarnath K is registered with SEBI as Individual Research Analyst vide Registration number INH000022093 dated July 28, 2025, pursuant to which he provides Research Analyst services to his clients. 2. Any matter displayed in this content are purely for knowledge purpose and shall not be treated as an advice or opinion of any kind. Neither Shankarnath K nor the marketing agents related to him shall be held liable/responsible in any manner whatsoever for any losses the viewers may incur due to acting upon this content. 3. Investment in securities market is subject to market risks. Read all the related documents carefully before investing. 4. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. 5. Any opinion on a specific position, such suggestion/view under any circumstances shall not be considered as an advice. I am not liable for any losses whatsoever the client may incur in accepting this opinion. 6. Shankarnath K does not make any representation, warranty or guarantee as to the accuracy, completeness or timeliness of the information (including news, prices, statistics, analysis and the like) provided through this platform 7. The securities quoted are for illustration only and are not recommendatory. 8. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links 9. This video is sponsored by PowerUp Money