Q2 FY26 earnings call transcript filed with exchanges

Order pipeline disclosedCFO laid out a debt-reduction roadmapManagement guided margin pressureInvestor Communications View source PDF Explain this filing

GESHIP · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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

+0.4%Reaction day

₹1133.00

prior close

₹1134.90

announcement price

After-mkt

timing

Nifty Smallcap 250market · index membership as recorded later (tracked since Jun 2026)+0.7%-0.2% vs market

Shipping peers, median of 8sector-1.9%+2.4% vs sector

On the reaction day the stock moved 0.2 pts less than Nifty Smallcap 250 and 2.4 pts more than its Shipping 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

+0.2

10m

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15m

+0.4

30m

+0.4

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+0.4+0.7-0.2-1.9+2.4

Next day

-0.1-0.3+0.3-3.5+3.4

-1.5-0.8-0.8-5.4+3.8

-2.9-0.9-2.1-3.9+1.0

-4.0-2.1-1.9-4.6+0.6

-4.3-2.7-1.6-8.1+3.8

-3.3-1.5-1.8-8.7+5.4

15d

-5.5-5.6+0.1-11.4+5.9

-2.4-5.1+2.7-12.0+9.6

-1.6-6.2+4.6-21.7+20.2

+16.3-5.7+22.1-13.8+30.1

UpDownMarket · Nifty Smallcap 250Sector · Shipping peers, median of 8Pending

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

AI summary

Great Eastern Shipping filed its Q2 FY26 earnings call transcript. Net profit stood at Rs.581 crores on a consolidated basis. Net asset value rose by about Rs.60 sequentially. The board declared an interim dividend of Rs.7.20 per share. The company holds about $550 million in net cash and trades at 0.73 times consolidated NAV. Fleet stands at 41 vessels, with two old tankers being sold and the first Ultramax bulk carrier purchased. Standalone profit dropped year-on-year due to ship sales and lower charter rates. CFO detailed the debt approach, including $186 million in non-convertible debentures that cannot be prepaid, plus a synthetic rupee to dollar loan conversion strategy.

Likely market impact

Net cash of $550 million and an interim dividend of Rs.7.20 support shareholder returns. Near-term rig preparation expenses may pressure margins in coming quarters.