GOACARBONNSEGoa Carbon Limited· MetalsHighNeutral
Announced Wed, 13 Aug · 17:46 IST

Goa Carbon Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

Revenue Growth 20pctPat NegativeEbitda Margin CompressionResults View source PDF

GOACARBON · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Goa Carbon Limited reported Q1 FY26 revenue from operations of ₹19,925 lakhs, up about 56% year-on-year from ₹12,779 lakhs and roughly 51% sequentially from ₹13,219 lakhs in Q4 FY25. However, the company swung to a net loss of ₹795 lakhs, compared to a profit of ₹298 lakhs in the same quarter last year, translating to a loss per share of ₹8.69 versus earnings of ₹3.69 earlier. The losses were driven by raw material costs of ₹22,639 lakhs, which exceeded revenue, indicating severe margin pressure despite higher sales volumes. On the legal side, the Bombay High Court at Goa quashed a ₹7,371 lakh income tax demand from March 2025 and ordered a fresh assessment, while the Goa Green Cess matter continues with ₹349 lakhs already deposited under protest. The auditor's limited review report is clean with no qualifications.

Likely market impact

Strong top-line growth is being entirely eroded by input cost inflation, with the company posting its third consecutive quarterly loss — this is a negative signal for near-term profitability despite robust demand. Shareholders should watch whether selling prices can be raised to recover raw material costs; the favourable income tax ruling removes one overhang but does not fix the underlying margin issue.