Q1. Could you start by giving us a brief overview of your professional background, particularly focusing on your expertise in the industry?

I have over 17 years of experience in the Non-ferrous metals industry, with a strong focus on trading and Manufacturing of Aluminum Alloy, Copper, Lead, and Lead alloy materials. Over the years, I have managed domestic and international customer relationships, Logistics, and regulatory requirements.

Currently, I am part of Ardee Industries Limited as a General Manager, where I am responsible for strategic sales, Export, and product development for Lead, lead alloys, and copper-based materials.

Q2. How has the global transition to electric vehicles and renewable energy storage affected the demand for lead-acid batteries?

Despite the advancements in lithium-ion technology, lead-acid batteries remain essential due to their reliability, recyclability, and cost-effectiveness.
Especially in industrial backup, off-grid renewable systems, and automotive starter batteries.
We have noticed a steady demand, particularly in emerging markets and the Telecom, Solar, and UPS Sectors, where lead-acid batteries are still the preferred choice for energy storage.

Q3. What CAGR (compound annual growth rate) are you seeing in your key export segments—pure lead, lead alloys, or batteries?

Over the past 3-4 years, we have observed an average CAGR of around 8-10% in our export segments, with lead alloys exhibiting higher growth due to rising demand in the battery and High-Voltage cable manufacturing industries across Southeast Asia & Gulf Countries. Pure lead and Lead alloy remain stable with consistent demand from Cable OEMs and Battery manufacturers.

Q4. How would you describe the competitive intensity in the global market for lead and lead-based battery exports?

The market is highly competitive, particularly due to tightening environmental regulations, increased regulatory compliance, and cost pressures.

Companies are offering consistent quality (Registered in LME), transparency.

Strong supply chain capabilities continue to gain long-term traction.

Trust and reliability matter as much as pricing in these industries.

Q5. What role do geopolitical factors (e.g. trade wars, mining regulations, energy policies) play in shaping your export market dynamics?

Geopolitical developments have a significant impact. Trade restrictions, port congestions, and regional energy policies often disrupt lead flows and pricing. For instance, stricter mining regulations in key supply countries have affected global availability, while freight rate volatility due to geopolitical tensions has altered trade routes and cost structures. We constantly monitor these risks and diversify sourcing and shipping options to maintain resilience.

Q6. What are the most critical factors global buyers consider when sourcing pure lead or lead alloys—price, purity, delivery timelines, certifications, or sustainability?

Buyers are evaluating a mix of factors, including price, Purity, delivery timelines, and sustainability. Purity and consistency of grade are non-negotiable, followed by competitive pricing. Timely delivery is the key factor for the buyers.

Increasingly, sustainability and responsible sourcing are becoming decisive factors for buyers based in Europe, the United States, and Japan, who seek traceability and environmentally sound processing.

Q7. If you were an investor looking at companies within the space, what critical question would you pose to their senior management?

I would ask – How are you positioning your operations to remain relevant and sustainable over the next 10-15 Years as the battery technology landscape evolves and environmental regulations tighten?

The long-term viability of any lead manufacturing business now hinges on its adaptability, whether it is investing in recycling infrastructure, achieving compliance with evolving standards, or innovating new lead-based solutions in parallel with green energy trends.