Gulshan Polyols Limited has informed the Exchange about Investor Presentation
GULPOLY · price
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Gulshan Polyols reported strong FY26 results with total income of Rs 2,314 crore, up 14% YoY. EBITDA more than doubled to Rs 232 crore with margin expanding to 10% from 5% in FY25, while PAT surged 334% to Rs 107 crore. Q4 FY26 was particularly strong with PAT up 435% YoY to Rs 38 crore. The ethanol segment delivered its strongest performance driven by successful capacity ramp-ups across all plants. The company has an order book of Rs 1,220 crore for ethanol supply (18 crore litres) providing earnings visibility into FY27. Management is targeting revenue of Rs 2,600-2,800 crore for FY27 by improving capacity utilization to 80-90%. From FY28 onwards, the company plans to re-enter a growth phase focusing on specialty and import-substitute chemicals.
The significant margin expansion and doubling of PAT reflect successful execution of the ethanol capacity ramp-up strategy. The Rs 1,220 crore order visibility and management guidance for 14-21% revenue growth in FY27 provide earnings visibility. The shift from capex phase to cash generation should improve balance sheet strength and potentially support shareholder returns.