Godawari Power And Ispat limited has informed the Exchange about Investor Presentation
GPIL · price
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GPIL released its Q4 & FY25 investor presentation. FY25 revenue fell 1% YoY to Rs. 5,376 Cr, while PAT dropped 13% YoY to Rs. 812 Cr and EBITDA margin contracted from 24% to 22% due to lower realisations across most products. Q4FY25 showed sequential recovery with EBITDA up 44% QoQ to Rs. 318 Cr and PAT at Rs. 221 Cr (up 1% YoY). The company achieved 100% of its FY25 volume guidance for iron ore mining, pellets, and sponge iron, and declared a dividend of Rs. 1 per share. GPIL has zero net debt with a net cash position of Rs. 863 Cr. Key growth plans include doubling iron ore mining capacity to 6.7 MnT and pellets to 4.7 MnT by FY26, with the 2 MnT pellet expansion expected to commission in Q2 FY26. The company acquired a 43.96% stake in Jammu Pigments (non-ferrous recycling) and secured PGCIL approval for steel billet supply to transmission project contractors.
Investors should note margin pressure from lower realisations offset by a strong net cash balance sheet, declared dividend, and clear capacity expansion roadmap targeting significant volume growth from FY26 onwards. The Jammu Pigments acquisition adds a new recycling vertical, while ESG and decarbonisation efforts align with long-term sustainability goals.