ALFA Finder| Management target | Revenue 345.0% FY30 |
|---|
| Revenue growth | 32% YoY in Q1FY27. |
|---|---|
| Margins | Sequential compression; recovery expected from Q4FY27. |
| Demand visibility | Strong sales realizations across key segments. |
| Management confidence | High on long-term Vision 2030 targets. |
Growth
Revenue grew 32% YoY; EBITDA increased 3% YoY to ₹334 Cr. Sequential EBITDA margin dropped from 27% to 19% due to iron ore and coal costs.
Outlook
Vision 2030 targets 4x revenue growth to ₹24,000 Cr; ₹1,425 Cr capex for 20 GWh BESS project; relocation of CRM complex to Maharashtra.
Risks
High input costs from market sourcing iron ore; delays in tree-cutting permissions impacting mining volumes; West Asia crisis inflating coal prices.
Last quarter's promises, checked
Delivered
- Guided FY27 Revenue ₹6,000 Cr+ → Q1FY27 ₹1,750 Cr (= BEAT)
- Guided 4 MnT Pellet production → Q1FY27 36% YoY volume growth (= BEAT)
- Guided 24-25% EBITDA margin → Q1FY27 19% (= MISS)
Partly delivered
- Guided ₹1,500-2,000 Cr FY27 Capex → ₹1,425 Cr BESS project finalized (= PARTIAL)
Missed
- Guided 3.4 MnT net usable iron ore → Delayed by tree-cutting permissions (= MISS)
- Guided stable input costs → Hit by West Asia crisis & market sourcing (= MISS)
Investor Presentation filed with BSE, NSE: GPIL. Summary written with AI assistance from the document.
Godawari Power & Ispat Ltd: key numbers
- Share price
- ₹221.35
- Market cap
- ₹14,908 Cr
- Revenue (annual)
- ₹5,381 Cr
- Net profit (annual)
- ₹800.8 Cr
- P/E (TTM)
- 18.5×Sector 17.1×
- Promoter holding
- 63.17%-0.01% QoQ
- FII holding
- 5.36%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Godawari Power & Ispat Ltd
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- Value
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- Value
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- Execution
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- Steel Melting Shop (SMS) capacity
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- Value
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