ALFA Finder| Revenue growth | Revenue up 27.5% YoY to ₹549.2 Cr; chemicals up 38.8%. |
|---|---|
| Margins | Group EBITDA margin 2% vs -1%; chemicals margin 10.8% vs 10.2%. |
| Order book | Larger chemical offtake agreements still awaited before major investment. |
| Demand visibility | Chemicals demand strong; customers seeking reliable supply chains. |
| Management confidence | Upbeat on chemicals; acknowledges sugar-ethanol headwinds. |
Growth
Revenue +27.5% YoY; chemicals +38.8%, partly volume-led, partly price-led. Sugar segment loss ₹19.3 Cr.
Outlook
Targets ₹240 Cr quarterly chemicals revenue by Q3 FY28, linked to ₹25 Cr debottlenecking capex.
Risks
Sugar-ethanol losses persist; cane juice and B-heavy molasses ethanol diversion curbed; maize margins squeezed; drought.
Last quarter's promises, checked
Delivered
- Guided chem sales ~₹190 Cr → delivered ₹204.2 Cr (= BEAT)
- Guided chem sales/EBITDA growth to continue → EBITDA +47% YoY vs +53% in Q1 (= BEAT)
Partly delivered
- Guided ₹240 Cr/qtr chem revenue from early FY28 → now Q3 FY28 target (= PARTIAL; timing slipped)
- Guided CDSCO efficacy-trial nod by Q3 FY27 → still pending (= PARTIAL)
Missed
- Guided sugar-ethanol improvement through year → segment loss ₹19.3 Cr vs Q1 EBITDA loss ₹14.6 Cr (= MISS; basis may differ)
Earnings Call Transcript filed with NSE, NSE: GODAVARIB. Summary written with AI assistance from the document.
Godavari Biorefineries Ltd: key numbers
- Share price
- ₹226.08
- Market cap
- ₹1,157 Cr
- Revenue (annual)
- ₹1,988 Cr
- Net profit (annual)
- ₹3.53 Cr
- P/E (TTM)
- 43.5×Sector 28.2×
- 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.
More from Godavari Biorefineries Ltd
All →Godavari Biorefineries Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹549.2 Cr (+27% YoY) and EBITDA ₹10.9 Cr (2.0% margin) turned positive; PAT loss ₹15.2 Cr. Bio-based chemicals drive growth; sugar/ethanol remains loss-making.
Godavari Biorefineries Results Update
Q2 FY27 revenue rose 26.6% YoY to Rs.549.8 Crore, with EBITDA turning positive. Net loss narrowed to Rs.15.2 Crore from Rs.41.6 Crore a year earlier.
Godavari Biorefineries Q2 FY27 Results: Net Loss of ₹15.2 Cr, Loss Narrows
Godavari Biorefineries Ltd reported revenue from operations of ₹549.2 Cr (+27.5% YoY) and a net loss of ₹15.2 Cr for Q2 FY27.
- Key figure
- Net loss ₹15.2 Cr
Godavari Biorefineries Board Meeting Date
Godavari Biorefineries has given prior intimation of a board meeting on 4 November 2026 to approve unaudited standalone and consolidated results for the quarter and half year ended 30 September 2026. The trading window stays closed from 1 October until 48 hours after results.
Godavari Biorefineries Other Announcement
Godavari Biorefineries Ltd has submitted its quarterly shareholding pattern as per SEBI regulations. This is a routine regulatory compliance filing.
Godavari Biorefineries Patent
Godavari Biorefineries Ltd has been granted a US patent for a compound targeting cancer treatment. This patent covers a novel class of cancer-inhibiting compounds.