GODAVARIBBSEGodavari Biorefineries LtdMediumNeutral
Announced Tue, 26 May · 24:04 IST

Investor Presentation for the quarter and year ended 31st March, 2026

Cfo Debt Reduction RoadmapMgmt Guided Margin ImprovementInvestor Communications View source PDF

GODAVARIB · price

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Price reaction · full curve 14 horizons · vs prior close
-3.9%1-day move
₹293.60
prior close
₹296.60
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AI summary

Godavari Biorefineries reported FY26 total income of ₹2,000.2 Crs, up 6% YoY, with EBITDA of ₹139.3 Crs growing 15.8% YoY. The company achieved a significant milestone by reducing finance costs by 31.6% to ₹49.1 Crs following ₹240 Crs debt repayment, with net cash from operations at ₹171.3 Crs. Bio-based chemicals revenue grew 6.6% to ₹578 Crs with EBITDA margins improving from 7.0% to 8.3%, driven by a richer specialty chemicals mix (58% of revenue vs 42% prior year). Ethanol revenue rose 12.6% to ₹658.6 Crs on strong 98 million litre sales. The company commissioned a 200 KLPD grain-based distillery by June 2026 adding 60 MnL capacity, and launched US subsidiary Sathgen Therapeutics for drug discovery with a TNBC oral inhibitor filing targeted Q2 FY26.

Likely market impact

The debt reduction roadmap is clearly underway with finance costs down 32% and margins improving in the specialty chemicals segment, which signals improving financial health and operational efficiency for shareholders.