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Investor Presentation

Gujarat Alkalies & Chemicals Investor Presentation: Key Takeaways

GACL delivered strong Q1 FY27 results with revenue growing 12% and PAT surging 563% YoY. The company is undergoing a strategic transformation via 'Project Ahvaan' targeting significant revenue expansion.

Guidance and delivery
Management target Revenue 150.0% FY31
Highlights
Revenue growth12% YoY in Q1 FY27.
MarginsEBITDA margin improved significantly to 18.31%.
Demand visibilityStrong, driven by essential raw material role in chemical sector.
Management confidenceHigh, focused on 2-3x growth over next 5 years.

Growth

Revenue hit ₹1,253 Cr (up 12% YoY); EBITDA reached ₹229 Cr (up 83% YoY) with margins expanding from 11.2% to 18.3%.

Outlook

Targeting ₹10K+ Cr revenue and 20%+ EBITDA by FY31. Board-approved ₹600-650 Cr near-term capex pipeline with multiple commissioning dates in 2026-2028.

Risks

Potential delays in execution of high-capex projects; impact of energy cost fluctuations despite increasing renewable share.

Source

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

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Gujarat Alkalies & Chemicals Ltd: key numbers

Share price
₹630.90
Market cap
₹4,633 Cr
Revenue (annual)
₹4,358 Cr
Net profit (annual)
₹-2.41 Cr
P/E (TTM)
69.8×Sector 37.5×
Promoter holding
47.28%+0.00% QoQ
FII holding
3.26%Current quarter

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

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14:14 IST BSE
Annual General Meeting

Gujarat Alkalies & Chemicals Annual General Meeting

Gujarat Alkalies and Chemicals Limited conducted its 53rd Annual General Meeting on September 25, 2026. Members considered dividend declaration and approval of material related party transactions.