GPILNSEGodawari Power And Ispat limited· Steel And Steel ProductsMediumNeutral
Announced Tue, 19 May · 18:41 IST

Godawari Power And Ispat limited has informed the Exchange about Investor Presentation

Analyst Day Multiyear TargetsMgmt Guided Margin ImprovementInvestor Communications View source PDF

GPIL · 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 14 horizons · vs prior close
+2.3%1-day move
₹290.30
prior close
₹299.95
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.8-0.8-0.9+1.5+2.3+0.3-1.5-1.3-2.0-3.1-4.1-5.0-15.8
Up moveDown movePending
AI summary

GPIL delivered resilient FY26 performance with consolidated revenue of Rs. 5,381 Cr (flat YoY), EBITDA of Rs. 1,253 Cr (+5%), and PAT of Rs. 802 Cr. Q4FY26 was particularly strong with revenue up 41% QoQ to Rs. 1,610 Cr and EBITDA margin expanding to 27%. The company commissioned a new 2 MnT pellet plant (total 4.7 MnT capacity) and received enhanced mining consent for Ari Dongri mines (6 MnT). Key capex plans include a Rs. 7,000 Cr Integrated Steel Plant, Rs. 900 Cr CRM Complex, and Rs. 1,400 Cr 20 GWh BESS project. CFO improved 29% to Rs. 1,157 Cr with net cash position of Rs. 837 Cr. Vision 2031 targets revenue of Rs. 30,000 Cr (5x growth), EBITDA of Rs. 5,000 Cr, and PAT of Rs. 3,000 Cr.

Likely market impact

Strong Q4 performance with margin expansion and robust cash generation positions GPIL well for upcoming capacity expansions. The multi-year growth roadmap and healthy balance sheet support long-term value creation, though realization pressure persists in the steel sector.