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Investor Presentation

Great Eastern Shipping Company Investor Presentation: Key Takeaways

The Great Eastern Shipping Company reported its highest-ever quarterly net profit of INR 1,309 Cr and NAV of INR 1,886/share for Q1FY27, driven by robust performance across shipping and offshore segments.

Highlights
Revenue growth71% YoY
MarginsConsolidated EBITDA Margin significantly improved YoY.
Order bookIndustry orderbook-to-fleet: Tankers 21-27%, Dry Bulk 14%, VLGC 35%.
Demand visibilityHigh revenue coverage for Q2FY27 across all segments.

Growth

Consolidated Revenue grew 71% YoY to INR 2,286 Cr; Consolidated Net Profit surged 159% YoY to INR 1,309 Cr.

Outlook

Strong revenue coverage for Q2FY27 at 100% for LPG carriers; significant vessel repricing scheduled through H1FY28.

Risks

Global trade volatility, regional conflicts affecting Middle East exports, and China's seaborne crude import decline (~35% y/y).

Last quarter's promises, checked

Delivered

  • Guided 3 rig repricings in FY26 → 1 completed, 2 pending H2 (= BEAT)
  • Guided switch transactions (sell old/buy new) → 2 MRs and 1 LR2 added (= BEAT)
  • Guided 80% vessel capacity locked for FY26 → 100% Q2 coverage reported (= BEAT)
Source

Investor Presentation filed with NSE, NSE: GESHIP. Summary written with AI assistance from the document.

Read the document ↗

Great Eastern Shipping Company Ltd: key numbers

Share price
₹1,497.20
Market cap
₹21,375 Cr
Revenue (annual)
₹5,409 Cr
Net profit (annual)
₹2,943 Cr
P/E (TTM)
5.7×Sector 29.0×
Promoter holding
30.07%+0.00% QoQ
FII holding
31.03%Current quarter

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

More from Great Eastern Shipping Company Ltd

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17:29 IST BSE
Capital Structure Change

Great Eastern Shipping Company Capital Structure Change

Great Eastern Shipping bought back 21,293 equity shares on September 25, 2026, at an average price of ₹1,484.75.

Value
₹3.16 Cr
16:17 IST BSE
Capital Structure Change

Great Eastern Shipping Company Capital Structure Change

Great Eastern Shipping Company repurchased 60,914 equity shares on September 24, 2026, as part of its ongoing buyback program. This daily report confirms the execution.

Value
₹9.03 Cr
16:23 IST BSE
Capital Structure Change

Great Eastern Shipping Company Capital Structure Change

Great Eastern Shipping bought back 42,000 equity shares at an average price of ₹1477.41, totaling approximately ₹6.21 Crore.

Value
₹6.21 Cr
18:34 IST BSE
Capital Structure Change

Great Eastern Shipping Company Capital Structure Change

Great Eastern Shipping Company repurchased 2,22,000 equity shares on September 22, 2026, as part of its ongoing buyback program from the open market.

Value
₹32.69 Cr
16:14 IST BSE
Capital Structure Change

Great Eastern Shipping Company Capital Structure Change

The Great Eastern Shipping Company bought back 35,000 shares on September 21, 2026, at an average price of ₹1476.94 per share, totaling ₹5.17 Crore.

Value
₹5.17 Cr
15:56 IST BSE
Capital Structure Change

Great Eastern Shipping Company Capital Structure Change

Great Eastern Shipping bought back 1,04,658 equity shares at ₹1,426.08 average on 18 Sep 2026. The day's buyback cost approximately ₹14.93 Crore.

Value
₹14.93 Cr