GHCL Limited has informed the Exchange about Investor Presentation
GHCL · price
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GHCL Limited shared its Q1 FY26 investor presentation ahead of the August 1, 2025 conference call. Q1 revenue stood at Rs 823 Cr, down 3% year-on-year but up 2% quarter-on-quarter. EBITDA was Rs 225 Cr with margins at 27.3%, a slight dip of 40 bps YoY and 290 bps QoQ due to soft global soda ash realisations caused by oversupply from the US, Europe, and China. Profit after tax was Rs 145 Cr. The company highlighted that the Minimum Import Price (MIP) on soda ash imports has been extended until December 31, 2025, protecting domestic players. GHCL also reaffirmed that its Bromine plant (10,000 MT) and Greenfield Soda Ash project in Kutch are on track, backed by Rs 300 Cr of smart capex, with Bromine expected to be commissioned by H2 FY26.
Near-term margin pressure from weak global soda ash prices is acknowledged by management, but the extended MIP, domestic demand strength, and upcoming Bromine/Vacuum Salt capacity (40%+ EBITDA margin business) offer a positive medium-term outlook. The stock may remain range-bound until signs of price recovery in soda ash emerge.