| Management target | Revenue 300.0% FY30 |
|---|
| Revenue growth | Steady growth supported by higher realization in key product segments. |
|---|---|
| Margins | EBITDA margins impacted by elevated input costs; improvement expected from Q4. |
| Demand visibility | Strong domestic outlook driven by infrastructure, housing, and manufacturing sectors. |
| Management confidence | Confident but cautious, pivoting strategies due to regulatory and infrastructure delays. |
Growth
Healthy YoY revenue growth driven by improved realization across pellets, sponge iron, and billets.
Outlook
Targeting 4x revenue and 3x EBITDA/PAT growth by 2030 through CRM and BESS projects.
Risks
High market procurement of iron ore and persistent delays in government land approvals/water allocation.
Last quarter's promises, checked
Delivered
- Pellet capacity expansion → 4.7 MTPA commissioned Dec '25 (= BEAT)
- Mining EC approval → Received Feb '26 for 6 MTPA (= BEAT)
- Operating cash flow → INR 1,157 Cr (+29% YoY) (= BEAT)
Partly delivered
- Pellet production → 95% of target achieved (= PARTIAL)
- BESS Project → Soil testing done, commissioning by March '27 (= PARTIAL)
Missed
- Iron ore mining volume → 2.4 MT delivered vs 4.5 MT goal (= MISS)
- Landed ore cost → INR 3,000 vs INR 2,900 target (= MISS)
Earnings Call Transcript filed with BSE, NSE: GPIL. Summary written with AI assistance from the document.
Godawari Power & Ispat Ltd: key numbers
- Share price
- ₹213.85
- Market cap
- ₹14,397 Cr
- Revenue (annual)
- ₹5,381 Cr
- Net profit (annual)
- ₹800.8 Cr
- P/E (TTM)
- 17.9×Sector 18.4×
- Promoter holding
- 63.18%-0.16% QoQ
- FII holding
- 6.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- industrial land
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