GODAVARIBNSEGodavari Biorefineries LimitedMediumNeutral
Announced Mon, 26 May · 18:25 IST

Godavari Biorefineries Limited has informed the Exchange about Investor Presentation

Investor Communications View source PDF

GODAVARIB · 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

Godavari Biorefineries filed a corrected investor presentation for Q4 FY25 after reclassifying its tax expense. The earlier version had wrongly shown Q4 FY25 tax expense as Rs. 0.7 Cr with Rs. 24.5 Cr booked as a one-time deferred tax item; the revised figures show actual tax expense of Rs. 23.8 Cr with no one-time deferred tax impact, affecting slides 6 and 12. Profitability numbers remain unchanged. The underlying results show Q4 FY25 revenue of Rs. 579.5 Cr, EBITDA of Rs. 121.7 Cr (21.0% margin), and PAT of Rs. 71.9 Cr (12.4% margin). For full-year FY25, revenue rose to Rs. 1,870.3 Cr but EBITDA fell to Rs. 120.3 Cr (6.4% margin) from Rs. 147.9 Cr (8.8% margin) in FY24. The company highlighted a 2x jump in bio-based specialty chemicals EBITDA, a record 24.65 lakh tonnes of cane crushing at Sameerwadi, and confirmed that its 200 KLPD grain/maize distillery is on track for Q4 FY26 commissioning.

Likely market impact

The correction is purely a classification fix and does not affect earnings, so it should be neutral for shareholders. However, the full-year FY25 EBITDA margin compression to 6.4% from 8.8% signals pricing pressure in the core ethanol/sugar business, partly offset by strong growth in high-margin bio-based specialty chemicals.