ALFA Finder| Revenue growth | 8% YoY for Q1 FY27; 14% for FY26 full year. |
|---|---|
| Margins | EBITDA margin expanded to 14.2% from 6.5% YoY. |
| Order book | ₹1,220 Crore for ESY 2025-26 (18 crore liters). |
| Demand visibility | Strong; order book stands at ~19 crore litres for ethanol. |
| Management confidence | High confidence in securing additional government allocations through tenders. |
Growth
Q1 FY27 EBITDA grew 135% YoY to ₹91 Cr; margins expanded 767 bps to 14.2%.
Outlook
Targeting 80-90% ethanol capacity utilization in FY27; ₹1,220 Cr order book visibility for ESY 2025-26.
Risks
Sensitivity to raw material price movements (maize/rice) and commodity price volatility.
Last quarter's promises, checked
Delivered
- Guided 80-90% utilization → delivered 90% (ESY 25-26 run-rate) (= BEAT)
- Guided ethanol as primary driver → delivered 60%+ revenue/profit share (= BEAT)
- Guided EBITDA margin 10-12% for FY27 → delivered 14.2% in Q1 (= BEAT)
Partly delivered
- Guided 18cr liter order book → delivered 19cr liters vs 22cr target (= PARTIAL)
Investor Presentation filed with BSE, NSE: GULPOLY. Summary written with AI assistance from the document.
Gulshan Polyols Ltd: key numbers
- Share price
- ₹166.69
- Market cap
- ₹1,040 Cr
- Revenue (annual)
- ₹2,312 Cr
- Net profit (annual)
- ₹107.2 Cr
- P/E (TTM)
- 7.0×Sector 35.5×
- Promoter holding
- 66.80%+0.00% QoQ
- FII holding
- 0.26%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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