ALFA Finder
The call ran from 12:31 PM to 1:22 PM IST (51 min).
Key takeaways
GACL reported record quarterly revenues, masking underlying margin pressure from higher power costs. Significant dependency on upcoming chlorine integration and renewable energy projects to sustain current profitability levels.
| Management target | Revenue FY31 |
|---|
| Revenue growth | Standalone revenue up 25% YoY to ₹1,358 Cr; highest in two decades. |
|---|---|
| Margins | EBITDA margin at 15.74%, impacted by a ₹0.45/unit grid power hike. |
| Demand visibility | Strong demand in domestic and export markets for chlorotoluene and acid. |
| Management confidence | Confident but cautious about cyclical commodity impacts and energy cost volatility. |
Growth
Revenue grew 25% YoY to ₹1,358 Cr, driven by pricing improvements in chlorotoluene and phosphoric acid segments.
Outlook
Aims for ₹10,000 Cr revenue and 20%+ EBITDA margin by FY31 via Project Aahwan.
Risks
Escalating grid power costs and volatile commodity prices threaten margin stability. Heavy reliance on GNAL JV performance.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Gujarat Alkalies & Chemicals Q2 FY27 Results: Net Profit ₹82.6 Cr, Up 406.7% YoY
Gujarat Alkalies & Chemicals Ltd reported revenue from operations of ₹1,358 Cr (+25.3% YoY) and net profit of ₹82.6 Cr (+406.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹82.6 Cr · +406.7% YoY
Call details
| Company | Gujarat Alkalies And Chemicals Ltd |
|---|---|
| NSE symbol | GUJALKALI |
| ISIN | INE186A01019 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 12 November 2026 |
| Time | 12:30 PM IST |
| Length | 51 min |
| Audio | Our stream on YouTube ↗ |
Gujarat Alkalies And Chemicals Ltd: key numbers
- Share price
- ₹609.00
- Market cap
- ₹4,472 Cr
- Revenue (annual)
- ₹4,358 Cr
- Net profit (annual)
- ₹-2.41 Cr
- P/E (TTM)
- 33.7×Sector 35.5×
- Promoter holding
- 47.28%+0.00% QoQ
- FII holding
- 3.26%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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