Godavari Biorefineries Ltd (BOM:544279)

Q4 2026 Godavari Biorefineries Ltd Earnings Call Transcript

May 26, 2026 / 05:30 AM GMT

Release Date Price: ₹285.05 (-2.71%)

Transcript

Key Points

Positve

Godavari Biorefineries Ltd (NSE:GODAVARIB) reported a 6% year-on-year increase in total income, reaching 2000 crores for FY26.
EBITDA grew by 15.8% to 139 crores, with margins stabilizing at 7%, indicating strong operational leverage.
The company achieved its highest ever cane crushing of 2.5 million tons during the 25-26 crushing season.
The bio-based chemicals segment showed progress with revenues of 578 crores, supported by improved contribution from specialty chemicals.
The company reduced finance costs by 32% to 49 crores, following a debt repayment of 240 crores in FY25, strengthening the balance sheet.

Negative

The geopolitical tensions in West Asia have led to increased logistics and freight costs, impacting the specialty chemical segment.
Despite the growth, the company faced margin pressures due to elevated feedstock costs and unchanged ethanol prices.
The contribution of specialty chemicals in the bio-based segment has shrunk, raising concerns about market penetration.
The commissioning of the grain-based distillery has been delayed, with equipment installation still underway.
Volatility in crude oil prices poses challenges, although it also presents opportunities for the company.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GODA.NS - Godavari Biorefineries Ltd
Q4 2026 Godavari Biorefineries Ltd Earnings Call
May 26, 2026 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Godavari's Biorefineries Limited Q4 FY26 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing then 0 on your touch tone phone.

Please note this conference is being recorded.

I now have the conference over to Ms. Prashi Amre from MUFG in time.

Thank you and over to you ma'am.

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Unidentified_2 [2]
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