Godawari Power & Ispat Ltd (NSE:GPIL)

Q3 2025 Godawari Power and Ispat Ltd Earnings Call Transcript

Feb 13, 2025 / 06:30AM GMT

Release Date Price: ₹173.23 (-1.34%)

Transcript

Key Points

Positve

Godawari Power & Ispat Ltd (BOM:532734) has maintained stable performance over the past nine months despite challenges from lower realizations.
The company has restarted mining operations at Boria Tibu Iron Ore Captive Mines and commenced operations at a new iron ore renovation plant.
The increase in pellet plant capacity from 2.7 million to 4.7 million tonnes is expected to be commissioned by Q2FY26.
The company has a healthy balance sheet with a net cash balance of INR725 crores.
Godawari Power & Ispat Ltd has entered into a seven-year agreement with GAIL for the supply of liquefied natural gas for its upcoming pellet plant.

Negative

The company experienced a drop in quarterly revenue, EBITDA, and PAT due to lower production of iron ore pellets and decreased realizations.
The plan to set up a greenfield integrated steel plant with a capacity of 2 million tonnes has been dropped due to high capex costs.
Sales of Iron Ore Pellets decreased on a YoY basis due to the shifting of export consignments from Q3 to Q4FY25.
The company faced challenges from increased imports and global trade policies affecting the domestic steel industry.
Realizations for products other than pellets were down in the range of 3% to 8%.

Operator

Ladies and gentlemen, good day and welcome to Godawari Power and Ispat Limited Q3 and nine months FY25 earnings conference call hosted by Emkay Global Financial Services Limited.

(Operator Instructions)

I now hand the conference over to Mr. Akhilesh Kumar from Emkay Global Financial Services.

Thank you and over to you, Mr. Akhilesh

Akhilesh Kumar

Emkay Global Financial Services Limited. - Research Analyst

Good morning, everyone. Welcome to Godavari Power Q3 FY25 earnings conference call. I would like to take a moment to thank the management for giving us the opportunity to host this call. We have with us today, Abhishek Agrawal, Executive Director, and Sanjay Bothra, CFO. I now hand over the call to management for the opening remarks over to you, Mr. Bothra.

Sanjay Bothra

Godawari Power and Ispat Ltd - Chief Financial Officer

Thank you, Akhilesh. Good afternoon, everyone. Thank you for joining us today for the Q3 and nine-month FY25 earnings phone call of Godawari Power and Ispat Ltd.

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