ALFA Finder| 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
- ₹445.40
- Market cap
- ₹4,104 Cr
- Revenue (annual)
- ₹3,064 Cr
- Net profit (annual)
- ₹478.8 Cr
- P/E (TTM)
- 7.5×Sector 35.1×
- Promoter holding
- 19.83%+0.00% QoQ
- FII holding
- 21.99%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from GHCL Ltd
All →GHCL Other Announcement
GHCL Ltd's BSE shareholding pattern for the quarter ended 2026-09-30 shows promoter and public holdings. Routine quarterly SEBI Reg 31 compliance filing with no transaction or event.
GHCL Earnings Call Transcript: Key Takeaways
Revenue grew 11% YoY despite global oversupply in Soda Ash.
GHCL Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹821cr (+11% YoY), EBITDA ₹202cr (24.7% margin), PAT ₹127cr (+19% YoY). Vacuum salt live; bromine commissioned Oct 2026.
GHCL Results Update
GHCL's Q2 FY27 standalone PAT rose 19% year-on-year to Rs.127 crore on Rs.821 crore revenue. Figures come from a press release, not the full results statement.
GHCL Q2 FY27 Results: Net Profit ₹127.4 Cr, Up 18.6% YoY
GHCL Ltd reported revenue from operations of ₹808 Cr (+12.0% YoY) and net profit of ₹127.4 Cr (+18.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹127.4 Cr · +18.6% YoY
GHCL Board Meeting Date
GHCL scheduled its 219th Board Meeting for October 31, 2026, to consider Q1 FY27 unaudited results. Trading window remains closed until November 2, 2026.