| Revenue growth | Revenue declined 3% YoY to ₹798 crore due to soft demand. |
|---|---|
| Margins | Margins expanded to 29.1% but expected to moderate as costs rise. |
| Demand visibility | Soft near-term demand; long-term optimism from solar glass segment growth. |
| Management confidence | Cautious; repeatedly warned that high Q1 margins are not sustainable. |
Growth
Revenue fell 3% YoY to ₹798 Cr; EBITDA margins spiked to 29.1% from 27.3% YoY due to inventory gains.
Outlook
Vacuum salt and Bromine projects starting Q2 FY27; ₹140-150 Cr total capex planned for FY27.
Risks
Global oversupply from China/US, collapsing US-Iran ceasefire impacting energy costs, and significant land acquisition delays for Greenfield projects.
Last quarter's promises, checked
Delivered
- Guided Q1 FY27 commissioning for Bromine/Salt → Delivered Q1 commissioning (first leg) (= BEAT)
- Guided 55% dense soda ash mix → Delivered 55% mix (= BEAT)
- Guided ₹415 Cr shareholder reward → Delivered ₹415 Cr (dividend + buyback) (= BEAT)
Partly delivered
- Guided Greenfield project timeline → Delayed by land acquisition (= PARTIAL)
Missed
- Guided FY27 revenue of ₹120 Cr from new projects → Delivered ₹0 (pushed to Q2) (= MISS)
Earnings Call Transcript filed with BSE, 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 Investor Presentation: Key Takeaways
GHCL reported Q1 FY27 revenue of ₹798 Cr with a strong EBITDA margin of 29.1%. The company is focusing on operational excellence and portfolio diversification into Bromine and Vacuum Salt.
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.