GODAVARIBNSEGodavari Biorefineries LimitedMediumNeutral
Announced Mon, 26 May · 18:54 IST

Godavari Biorefineries Limited has informed the Exchange regarding a revised press release dated May 26, 2025, titled "Revseid Press Release for the Q4 and FY25".

Revenue DeclinePat NegativeEbitda Margin ExpansionEbitda Margin CompressionResults RestatedResults View source PDF

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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 revised press release for Q4 and FY25, correcting a misclassification of 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 correct tax expense is Rs. 23.8 Cr with no one-time deferred tax impact. The company clarified this is a presentation change only and does not affect profitability figures. On the numbers, Q4 FY25 revenue came in at Rs. 579.5 Cr (down ~5.8% YoY) with EBITDA of Rs. 121.7 Cr at a 21% margin (up from 20.2%) and PAT of Rs. 71.9 Cr. For the full year FY25, revenue grew ~10.9% to Rs. 1,870.3 Cr, but full-year EBITDA margin compressed sharply to 6.4% from 8.8%, and reported PAT turned negative at Rs. (23.4) Cr. The Bio-based Specialty Chemicals segment was a clear bright spot, with segment EBITDA more than doubling YoY in FY25.

Likely market impact

The errata is largely cosmetic and should not change investor views on the underlying business. However, the full-year picture is weak – flat-to-negative PAT and significant margin compression despite revenue growth – which may weigh on the stock. The strong Q4 margins and doubling of Bio-based Chemicals EBITDA provide a positive counter-narrative, and the upcoming 200 KLPD grain distillery (Q4 FY26 commissioning) offers a future growth lever.