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Earnings Call

Godawari Power & Ispat Earnings Call: Key Takeaways

Godawari Power delivered stable FY26 results with strong EBITDA margins despite softer realizations, while pivoting toward massive expansion in battery energy storage and integrated steel.

Why this was an Alfa AlertNot a filter event. Management reported results were stable and meeting targets rather than significantly beating prior guided ranges by over 5%.
Highlights
Revenue growthStable YoY revenue; Q4 revenue grew 41% QoQ due to ramp-up.
MarginsEBITDA margins held at 23%; expects 24-25% in FY27.
Demand visibilityStrong domestic steel demand; exploring export markets for high-grade pellets.
Management confidenceHigh confidence in 2031 vision and new battery storage business segment.

Growth

FY26 revenue stable; EBITDA and PAT margins strong at 23% and 15% respectively. Pellets and sponge iron production exceeded 100% capacity utilization.

Outlook

Targeting ₹30,000cr revenue by 2031. ₹7,000cr capex for 1MTPA steel plant and 20GWh battery storage by FY27-29.

Risks

Rising iron ore logistics costs and thermal coal import dependency due to geopolitical disruptions. Expansion projects carry execution risk.

Source

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

Read the document ↗

Godawari Power & Ispat Ltd: key numbers

Share price
₹229.42
Market cap
₹15,445 Cr
Revenue (annual)
₹5,381 Cr
Net profit (annual)
₹800.8 Cr
P/E (TTM)
19.1×Sector 19.0×
Promoter holding
63.18%-0.16% QoQ
FII holding
6.00%Current quarter

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

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