| Management target | Revenue 19.8% Q3 FY28E |
|---|
| Revenue growth | 4.9% YoY for Q1 FY27; Bio-based chemicals revenue grew 19.8% YoY. |
|---|---|
| Margins | Bio-based chemical margins expanded to 11.4%; consolidated EBITDA margin dropped to 0.5%. |
| Demand visibility | Strong structural demand shift towards sustainable bio-based alternatives. |
| Management confidence | High in bio-based shift ('oil to soil') and integrated biorefinery model. |
Growth
Bio-based chemicals EBITDA grew 53% YoY; segment revenue reached ₹168.7 Cr. Overall EBITDA fell 60.5% to ₹2.6 Cr.
Outlook
Total ethanol capacity reached 800 KLPD; exploring additional 160 KLPD grain-based fungibility. Projected ₹240 Cr specialty chemical revenue by Q3FY28E.
Risks
Potential El Niño risks impacting yields; negative PAT of ₹19.3 Cr due to seasonal factors and finance costs.
Last quarter's promises, checked
Delivered
- Commission grain-based distillery by June 2026 → Delivered June 2026 (= BEAT)
- Expand ethanol capacity by 60 mn liters → Delivered 200 KLPD plant (= BEAT)
- File CDSCO application for anti-cancer molecule in Q1 FY27 → Delivered Q1 FY27 (= BEAT)
Partly delivered
- Improve bio-based chemical segment → Revenue grew 19.8% YoY but overall PAT remains negative (= PARTIAL)
Missed
- Maintain EBITDA margins (7% FY26) → Delivered 0.5% in Q1 FY27 (= MISS)
Investor Presentation filed with NSE, NSE: GODAVARIB. Summary written with AI assistance from the document.
Godavari Biorefineries Ltd: key numbers
- Share price
- ₹225.99
- Market cap
- ₹1,157 Cr
- Revenue (annual)
- ₹1,988 Cr
- Net profit (annual)
- ₹3.53 Cr
- P/E (TTM)
- 5135.0×Sector 37.2×
- Promoter holding
- 63.31%+0.00% QoQ
- FII holding
- 0.22%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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