GHCL Limited has informed the Exchange about Presentation
GHCL · price
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Awaiting price reaction for this filing.
GHCL Limited shared its Q2FY26 investor presentation showing a significant earnings decline. Revenue fell 9% year-on-year to Rs. 739 crore, while EBITDA dropped 23% to Rs. 175 crore and profit after tax declined 31% to Rs. 107 crore. EBITDA margins compressed sharply by 450 basis points to 23.7%, hurt by a flood of cheap imports pressuring soda ash pricing despite stable domestic demand. Management highlighted new growth levers including bromine commissioning by January 2026 and vacuum salt by December 2025, with bromine expected to deliver 40%+ EBITDA margins. The company also announced its third share buyback of Rs. 300 crore at Rs. 725 per share to return surplus cash.
Shareholders face near-term pain from steep profit declines and shrinking margins due to import pressure, but the buyback at a premium price offers direct support. New product diversification and a proposed anti-dumping duty on soda ash could be catalysts if pricing normalizes.