Jain Resource Recycling IPO GMP: Should You Subscribe for Long-Term Gains?
A new opportunity has opened up for stock market investors. The Jain Resource Recycling IPO GMP is currently making headlines, thanks to the company’s strong business model, global presence, and sustainable recycling mission. Market experts like Deven Choksey and SBI Securities have given a clear recommendation on this IPO: Subscribe for the long term. But the biggest question for you is: should you invest in this IPO? Let’s understand in detail.
Jain Resource Recycling IPO GMP and the Company’s Business Model
The Jain Resource Recycling IPO is quite unique because the company primarily focuses on the manufacturing of green non-ferrous metals. These metals are produced by recycling scrap materials – which are sourced from domestic and international markets. The company’s product line-up includes lead, copper and aluminium, as well as tin and plastic granules.
As of 31 July 2025, Jain Resource Recycling had a total capacity of 308,306 TPA. Of this, 184,000 TPA is reserved for lead and lead products, ~83,000 TPA for copper, ~24,700 TPA for aluminium and 13,200 TPA for plastic granules. This clearly shows the huge production scale of the company. Also, the firm is involved in opportunistic trading in metals including nickel, silicon, tin and zinc.
Since the firm is well-established with an international presence and has a strong export base, its revenues are mainly generated from foreign markets, thus increasing its attractiveness.
Jain Resource Recycling IPO GMP Valuation and Outlook
Market analysts believe the company is in the next phase of its growth. Recycling capacity is gradually expanding, and the Indian government’s EPR norms and support will further boost the sector. All these factors will directly have a positive impact on the company’s EBITDA margins. Therefore, experts like Deven Choksey have given a clear recommendation – Subscribe rating.
Analysts believe the IPO is valued at 35.9x P/E at the upper price band of FY25, which is a balanced pricing considering that the post-issue market capitalization will be ₹8,006 crore. This IPO appears to be fully priced, but sustainability and long-term expansion plans make it a solid opportunity.
Jain Resource Recycling IPO GMP and Anchor Investors’ Confidence
Another highlight of this IPO is the trust of marquee investors. On September 23, 2025, the company raised ₹562.5 crore through an anchor book. Forty global and domestic institutional investors participated in this anchor round, including Goldman Sachs, Abu Dhabi Investment Authority, BNP Paribas, Nomura Singapore, HDFC AMC, Axis MF, Motilal Oswal AMC, Bandhan MF, Tata AIA Life Insurance, SBI General Insurance, ICICI Lombard, and Edelweiss Life Insurance.
Such strong backing from anchor investors is proof of high market confidence in the Jain Resource Recycling IPO GMP. When large institutions demonstrate faith, it sends a positive signal for retail investors.
Jain Resource Recycling IPO GMP: Expansion and Future Growth Plans
Looking at the company’s future plans, it seems that it is not only working for today’s market, but is also focusing on tomorrow’s opportunities. Jain Resource Recycling is presently diversifying into the production of copper cathodes, wire rods, and busbars, which will enhance its product portfolio and increase its base of customers.
Apart from this, the firm is also venturing into new areas of recycling solar panels, used car tires, and copper-aluminum radiators. This speaks volumes about the fact that management is not only interested in staying static, but also in maintaining its growth by discovering new channels. If these plans are successful, there can be a strong possibility of good growth and returns for investors in the long term.
Jain Resource Recycling IPO GMP: SBI Securities Recommendation
SBI Securities stated in its note that Jain Resource Recycling is a pioneer in India’s non-ferrous metal recycling industry. It is one of only two Indian companies whose lead ingot is listed as a registered brand on the LME (London Metal Exchange). This is a significant credibility factor.
Over FY22-FY25, the revenue CAGR of the company was 50%, EBITDA CAGR was 72%, and PAT CAGR was 56% – indicating robust financial health. The valuation is warranted at ₹232/share at the higher price band by a 35.7x P/E and 22.2x EV/EBITDA. Hence SBI Securities also has a clear verdict – Subscribe at cut-off price for long-term.
Jain Resource Recycling IPO GMP: Key Dates and Details
The IPO subscription window will be open from September 24 to September 26, 2025. Allotment will be finalized on September 29, and shares will be credited to demat accounts by September 30. The tentative listing date is October 1, 2025, where it will debut on both the NSE and BSE. The Registrar is Kfin Technologies, and the lead managers are ICICI Securities, Motilal Oswal Investment Advisors, and PL Capital Markets.
A major portion of the ₹500 crore proceeds from the fresh issue will be used for debt repayment and corporate purposes. This will further strengthen the company’s balance sheet and support future growth.
Final Verdict on Jain Resource Recycling IPO GMP
If you are a long-term investor interested in sustainability-driven companies, the Jain Resource Recycling IPO GMP could be a golden opportunity. The company’s strong anchor investor support, robust financials, and ambitious expansion plans clearly paint a positive picture. Market experts and brokerages have also unanimously expressed a “Subscribe – Long Term” view.
This is an opportunity for investors to invest in a business that contributes to the environment through recycling and also generates potential returns for their portfolio.
Disclaimer:
The views and recommendations above are those of individual analysts or brokerage companies, not US News Weeks. We advise investors to check with certified experts before making any investment decisions.
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