Q3 results: GACL clears over 1000 Cr capex for boilers, phosphoric acid and KOH boost

Major Capex Above 10pct NetworthCapex & Operations View source PDF Explain this filing

GUJALKALI · price

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Price reactionminutes from the announcement price · days from the prior close

-0.1%Reaction day

₹472.00

prior close

₹470.90

announcement price

After-mkt

timing

Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)+2.6%-2.7% vs market

Commodity Chemicals peers, median of 48sector+0.5%-0.6% vs sector

On the reaction day the stock moved 2.7 pts less than Nifty Microcap 250 and 0.6 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.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-1.1

10m

-1.9

15m

-1.9

30m

-2.8

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-0.1+2.6-2.7+0.5-0.6

Next day

+2.3+3.6-1.3+0.4+1.9

+2.0+3.1-1.1-0.5+2.5

+2.3+2.6-0.3-0.5+2.8

+0.8+1.1-0.2-1.1+2.0

+2.6+0.3+2.3-1.6+4.2

+1.6+1.6-0.0-1.6+3.2

15d

-0.9-3.9+3.0-4.9+3.9

-9.7-8.1-1.6-9.1-0.6

+31.3-3.1+34.3-7.3+38.5

+52.6+9.2+43.5+2.6+50.1

UpDownMarket · Nifty Microcap 250Sector · Commodity Chemicals peers, median of 48Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

GACL Q3 FY26 sales rose 0.7% YoY to Rs 1,008 Cr; EBITDA up 19% to Rs 135 Cr. 9M EBITDA up 25% to Rs 394 Cr. Board approved capex of about Rs 1,030 Cr: Rs 390 Cr for 4 biofuel boilers (to cut steam cost, generate 12 MW power), Rs 560 Cr for a 33,870 TPA food grade phosphoric acid plant (potential Rs 350 Cr annual revenue), and Rs 80 Cr to expand KOH capacity from 120 to 200 TPD (Rs 130 Cr additional revenue). Renewable share up to 35.7%.

Likely market impact

Large capex push of over Rs 1,000 Cr with projects offering up to Rs 480 Cr additional annual revenue, though execution risk remains.