ALFA Finder| Management target | Revenue 300.0% FY30 |
|---|
| Revenue growth | Steady growth supported by higher realization in key product segments. |
|---|---|
| Margins | EBITDA margins impacted by elevated input costs; improvement expected from Q4. |
| Demand visibility | Strong domestic outlook driven by infrastructure, housing, and manufacturing sectors. |
| Management confidence | Confident but cautious, pivoting strategies due to regulatory and infrastructure delays. |
Growth
Healthy YoY revenue growth driven by improved realization across pellets, sponge iron, and billets.
Outlook
Targeting 4x revenue and 3x EBITDA/PAT growth by 2030 through CRM and BESS projects.
Risks
High market procurement of iron ore and persistent delays in government land approvals/water allocation.
Last quarter's promises, checked
Delivered
- Pellet capacity expansion → 4.7 MTPA commissioned Dec '25 (= BEAT)
- Mining EC approval → Received Feb '26 for 6 MTPA (= BEAT)
- Operating cash flow → INR 1,157 Cr (+29% YoY) (= BEAT)
Partly delivered
- Pellet production → 95% of target achieved (= PARTIAL)
- BESS Project → Soil testing done, commissioning by March '27 (= PARTIAL)
Missed
- Iron ore mining volume → 2.4 MT delivered vs 4.5 MT goal (= MISS)
- Landed ore cost → INR 3,000 vs INR 2,900 target (= MISS)
Earnings Call Transcript 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
All →Godawari Power & Ispat Merger & Restructuring Worth ₹10.95 Cr
GPIL sold 3,67,200 Jammu Pigments shares for Rs 10.95 Crore, cutting its stake from 38.27% to 36.38%. This third tranche is part of a wider associate divestment.
- Value
- ₹10.95 Cr
Godawari Power & Ispat Debt & Borrowing: ₹20 Cr
Hira Ferro Alloys extended the Rs.20 Crore inter-corporate loan to Deccan Gold Mines to 31.03.2027. Original loan terms and covenants remain unchanged.
- Value
- ₹20.00 Cr
- Execution
- Repayment tenure extended to 31.03.2027 (previously on or before 31.10.2026)
Godawari Power & Ispat Board Meeting Date
Godawari Power & Ispat scheduled a board meeting on 13 November 2026 to approve unaudited quarterly and half-year results. The notice lists standalone and consolidated results as proposed agenda items.
Godawari Power & Ispat Capacity Expansion
Godawari Power & Ispat's Steel Melting Shop got consent to operate at 5,75,000 MTPA, up from 5,25,000 MTPA. The enhanced capacity is operating immediately, aiding value addition.
- Steel Melting Shop (SMS) capacity
- 575000 MTPA
Godawari Power & Ispat Merger & Restructuring Worth ₹0.01 Cr
Godawari Power and Ispat Ltd incorporated a new wholly owned subsidiary, Godawari Energy Solutions Private Limited, with an initial cash contribution of ₹0.01 Crore.
- Value
- ₹0.01 Cr
Godawari Power & Ispat Other Announcement
Godawari Power and Ispat Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026, disclosing changes in promoter shareholding due to transmission.