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Earnings Call

Gayatri Rubbers and Chemicals Earnings Call: Key Takeaways

GRCL reported strong FY26 performance with total income of ₹41.82cr (up 30.85% YoY) and PAT of ₹5.59cr. Strategy focuses on high-margin specialized rubber solutions for Indian Railways and smart meters.

Highlights
Revenue growth30.85% YoY growth reaching ₹41.82 crores in FY26.
MarginsEBITDA margins rose to 21.11% due to high-margin product shift.
Order bookMonthly architectural orders ₹50-70 lakh; BEML order ₹1.2cr.
Demand visibilityStrong; 250 million smart meter mandate and expanding railway coach production.
Management confidenceHigh; increased promoter stake to 74.06% to signal conviction.

Growth

Total income grew 30.85% YoY; PAT nearly doubled to ₹5.59cr; EBITDA margins expanded 629 bps to 21.11% in FY26.

Outlook

Revenue guidance of ₹55cr for FY27 and ₹70-75cr for FY28. Plans to enter bridge pads and export markets in 2027.

Risks

High raw material costs (carbon shortage); summer heat impact on labor productivity; dependency on RDSO approval timelines.

Source

Earnings Call filed with NSE, NSE: GRCL. Summary written with AI assistance from the document.

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Gayatri Rubbers and Chemicals Ltd: key numbers

Share price
₹597.90
Market cap
₹343.1 Cr
Revenue (annual)
₹41.79 Cr
Net profit (annual)
₹5.59 Cr
P/E (TTM)
61.4×Sector 33.6×
Promoter holding
74.03%
FII holding
0.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Gayatri Rubbers and Chemicals Ltd reported revenue from operations of ₹24.5 Cr (+33.9% YoY) and net profit of ₹3 Cr (+87.5% YoY) for H2 FY26.

Key figure
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