The creator discusses the recycling sector, highlighting its growth drivers like decarbonization, resource scarcity, and favorable government policies. They introduce a specific company, Gravita India Limited, as a unique business with barriers to entry and J-curve growth potential due to its operations in lead-acid battery, copper, and aluminum recycling, with potential expansion into lithium-ion recycling. The company's superior sourcing strategy, leading to higher EBITDA per ton and ROCE, is emphasized as a key differentiator.
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I studied a recycler with a massive capex! | Gravita India Limited
Apr 15, 2026
The creator discusses the recycling sector, highlighting its growth drivers like decarbonization, resource scarcity, and favorable government policies. They introduce a specific company, Gravita India Limited, as a unique business with barriers to entry and J-curve growth potential due to its operations in lead-acid battery, copper, and aluminum recycling, with potential expansion into lithium-ion recycling. The company's superior sourcing strategy, leading to higher EBITDA per ton and ROCE, is emphasized as a key differentiator.
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