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Earnings Call Transcript

Gujarat Alkalies & Chemicals Earnings Call Transcript: Key Takeaways

GACL reported record quarterly revenues, masking underlying margin pressure from higher power costs. Significant dependency on upcoming chlorine integration and renewable energy projects to sustain current profitability levels.

Gujarat Alkalies And Chemicals Q2 FY27 concall: date, live audio and summaryConcall page →
Guidance and delivery
Management target Revenue FY31
Highlights
Revenue growthStandalone revenue up 25% YoY to ₹1,358 Cr; highest in two decades.
MarginsEBITDA margin at 15.74%, impacted by a ₹0.45/unit grid power hike.
Demand visibilityStrong demand in domestic and export markets for chlorotoluene and acid.
Management confidenceConfident but cautious about cyclical commodity impacts and energy cost volatility.

Growth

Revenue grew 25% YoY to ₹1,358 Cr, driven by pricing improvements in chlorotoluene and phosphoric acid segments.

Outlook

Aims for ₹10,000 Cr revenue and 20%+ EBITDA margin by FY31 via Project Aahwan.

Risks

Escalating grid power costs and volatile commodity prices threaten margin stability. Heavy reliance on GNAL JV performance.

Source

Earnings Call Transcript filed with NSE, NSE: GUJALKALI. Summary written with AI assistance from the document.

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Gujarat Alkalies & Chemicals Ltd: key numbers

Share price
₹609.00
Market cap
₹4,472 Cr
Revenue (annual)
₹4,358 Cr
Net profit (annual)
₹-2.41 Cr
P/E (TTM)
33.7×Sector 35.5×
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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