Godavari Biorefineries Limited has informed the Exchange about Investor Presentation
GODAVARIB · price
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Godavari Biorefineries filed its Q1 FY26 investor presentation showing Total Income of Rs. 534 crore (up 2% YoY), with EBITDA turning positive at Rs. 6.5 crore versus a Rs. 9.5 crore loss in Q1 FY25. Net loss narrowed to Rs. 16 crore from Rs. 26.1 crore, helped by Rs. 4.3 crore reduction in finance costs after Rs. 240 crore of IPO proceeds were used to repay term debt. Ethanol segment revenue surged 51% YoY to Rs. 205.4 crore as B-heavy molasses-based ethanol resumed, while bio-based chemicals grew its specialty share from 39% to 61% of segment revenue. Management outlined a 200 KLPD grain/maize distillery coming online by end-CY25 (adding 60 million litres of ethanol capacity) and guided to 3x EBITDA expansion by FY29 with specialty chemicals margins targeted at 15%+ and ethanol at 10%+.
The presentation signals a clear turnaround story with EBITDA returning to positive territory and losses shrinking, supported by policy tailwinds in ethanol blending and a shift toward higher-margin specialty chemicals. Investors should track the FY26 ethanol ramp-up, specialty chemicals debottlenecking progress, and whether the ambitious FY29 margin and revenue targets appear achievable, as execution risk remains given the company is still loss-making at the PAT level.