| Margins | Operational execution and lower input costs improved margins to 29.1%. |
|---|---|
| Demand visibility | Healthy demand from detergent, glass, and emerging solar/EV sectors. |
| Management confidence | High focus on cost discipline and operational efficiency. |
Growth
Q1 FY27 Revenue dipped 3% Y-o-Y to ₹798 Cr, while PAT surged 32% Y-o-Y to ₹191 Cr.
Outlook
Bromine and Vacuum Salt projects commissioning in Q2 FY27 with ₹330 Cr capex; aiming for 30% emission reduction by 2030.
Risks
Global geopolitical volatility and shipping disruptions impacting energy and raw material costs; margins expected to moderate.
Last quarter's promises, checked
Delivered
- Guided Q1 FY27 commissioning of Bromine/Salt → Delivered in Q1 (= BEAT)
- Guided 55% dense soda ash mix → Maintained/improved mix (= BEAT)
- Guided focus on cost discipline → EBITDA margin improved to 29.1% (= BEAT)
Partly delivered
- Guided Q1 FY27 full commissioning → First leg done, full ops shifted to Q2 (= PARTIAL)
Missed
- Guided FY27 revenue of ₹120 Cr from new projects → Not yet contributing to Q1 top-line (= MISS)
Investor Presentation filed with NSE, NSE: GHCL. Summary written with AI assistance from the document.
GHCL Ltd: key numbers
- Share price
- ₹419.80
- Market cap
- ₹3,868 Cr
- Revenue (annual)
- ₹3,064 Cr
- Net profit (annual)
- ₹478.8 Cr
- P/E (TTM)
- 7.4×Sector 37.5×
- Promoter holding
- 19.83%-0.04% QoQ
- FII holding
- 22.44%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from GHCL Ltd
All →GHCL Bags New Order from Commissioner of Geology and Mining, Government of Gujarat
GHCL Limited has been declared the "Preferred Bidder" for a limestone mine in Gujarat's Kadaya Block, securing rights for a 6.8797-hectare area.
- From
- Commissioner of Geology and Mining, Government of Gujarat
- limestone mineral reserve
- 567337.0 Metric Tonne
GHCL Bags ₹17.59 Cr Order from Commissioner of Geology and Mining, Government of Gujarat
GHCL Limited has been declared the 'Preferred Bidder' for a limestone composite licence in Gujarat, involving a consideration of ₹17.59 Crore.
- Value
- ₹17.59 Cr
- From
- Commissioner of Geology and Mining, Government of Gujarat
- Execution
- 45 days (for performance security submission)
- limestone mineral reserve
- 567337.0 Metric Tonnes
GHCL Results Correction
GHCL replied to NSE's query explaining consolidated results were not filed after its WOS was closed. The company resubmitted standalone Q1 FY27 results in machine-readable form.
GHCL Earnings Call Transcript: Key Takeaways
Management reported elevated margins driven by transient low-cost inventory and one-time ESOP settlements, despite global soda ash supply gluts and price weakness. A cautious tone prevailed regarding the sustainability of current margin levels.
GHCL Q1 FY27 Results: Net Profit ₹191.2 Cr, Up 32.0% YoY
GHCL Ltd reported revenue from operations of ₹774.3 Cr (-2.7% YoY) and net profit of ₹191.2 Cr (+32.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹191.2 Cr · +32.0% YoY
GHCL Earnings Call: Key Takeaways
GHCL Limited reported steady Q4 FY26 performance with Revenue of ₹808 Cr and EBITDA margins of 23.9%, focusing on cost discipline amid global soda ash headwinds.