Gujarat Alkalies and Chemicals Limited has informed the Exchange regarding Board meeting held on August 08, 2025. Outcome of the Board Meeting held on 8th August,2025 for approval of Standalone & Consolidated Un-audited (Provisional) Financial Results for the Quarter ended on 30th June, 2025 and other matters.
GUJALKALI · price
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On the reaction day the stock moved 3.3 pts less than Nifty Microcap 250 and 3.5 pts less than its Commodity Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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GACL reported a strong turnaround in Q1 FY26 standalone results, with revenue rising 13% to Rs. 1,073 crore and the company swinging to a profit of Rs. 7.79 crore from a loss of Rs. 24.69 crore a year ago. EBITDA grew 62% to Rs. 125 crore, supported by better capacity utilization, improved product pricing, and cheaper renewable energy (32-35% of power from RE). However, on a consolidated basis the company posted a loss of Rs. 13.78 crore as its GACL-Nalco JV (material subsidiary) took a sharp Rs. 121.57 crore hit, partly due to a plant shutdown from April 22 to May 14, 2025 that also affected GACL's own Chloromethane and Chlorotoluene plants at Dahej. The board also approved forming a JV with GMDC for a 60 MW renewable power facility and gave in-principle approval for an additional 75 MW RE project, adding to the existing 62.7 MW RE capacity. Statutory auditor Prakash Chandra Jain & Co. issued clean limited review reports but flagged emphasis-of-matter notes on the JV shutdown and a Rs. 6.81 crore notional gain from CCD revaluation at the JV.
Standalone numbers beat expectations with a clear profit turnaround and margin expansion, which should be viewed positively by shareholders. However, the deep consolidated loss from the Nalco JV and operational disruption at Dahej plants are red flags that may weigh on sentiment. Investors should watch the renewable energy JV with GMDC and the new capex pipeline as future growth drivers.