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Godawari Power & Ispat Ltd

Q1 FY26Industrial Products

Godawari Power & Ispat Q1 FY26 earnings call: Revenue & Margins

Q1 FY26 earnings call: what management said on revenue, margins and capex.

Price₹245
Market cap₹16.6K Cr
P/E20.4
Updated23 Aug 2026
Read4 min read

Godawari Power & Ispat Ltd Q1 FY26 key numbers

Revenue
CRM complex with 0.7 million ton capacity targeting INR 4–5/ton EBITDA from diversified value-added product mix.

As stated in Godawari Power & Ispat Ltd's Q1 FY26 earnings call transcript · published 6 Jul 2026. Reported figures, not investment advice.

The short version

Pellet prices expected around INR 11,000–11,500 in Q2 and Q3, reflecting stable pricing with limited decline (~5%) due to forex impact. Q1 EPS dropped from INR 4.5 to INR 3.5 primarily due to a fall in selling prices; volumes remained consistent.

From Godawari Power & Ispat Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Pellet prices expected around INR 11,000–11,500 in Q2 and Q3, reflecting stable pricing with limited decline (~5%) due to forex impact.
  • Long products volumes steady (~0.4 to 0.5 million tons) with demand picking up from mid-July, supporting healthy margins.
  • Galvanized products volumes expected to grow, crossing 30,000 tons per quarter driven by PGCIL approvals and increased EPC company engagements.
  • CRM complex with 0.7 million ton capacity targeting INR 4–5/ton EBITDA from diversified value-added product mix.
  • Steel capex deployment planned mostly in FY'28 (60%), with increased volumes from pellet plants aiding free cash flows (~INR 3,000 crores from FY'27).

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Profitability & Margins

See what Godawari Power & Ispat Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Battery Energy Storage System (BESS) project:
  • Initial phase targeting 10 gigawatt container capacity, scaling up to 40 gigawatt.
  • Capex ~INR700 crores, including INR250 crores for machinery and shelves; balance is working capital.
  • Focus on assembling containers with potential tech tie-ups (equity or royalty models).
  • Long-term strategy focusing 5-7 years ahead, with openness to future battery cell manufacturing depending on government policies.
  • Greenfield steel plant:
  • Estimated capex INR4,500-5,000 crores.
  • Deployment phased: 15-20% in FY '27, 60% in FY '28, and 20% in FY '29.
  • Investment will proceed only after mining Environment Clearance (EC).
  • Focus on long steel and value-added products.
  • CRM complex:

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Top-ranked in Industrial Products

Ranked on what management guided this quarter

Guidance-ranked
1Susan Electrical
Rev 1Mar 1
2Shera Energy
Rev 1Mar 1
3
Rev 1Mar 1
4
Rev 1Mar 2
5
Rev 1Mar 2
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Godawari Power & Ispat Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Relevant details inferred from the discussion include: - Battery Electric Storage System (BESS) containers: - In August alone, market tenders for about 8 GW were announced. - Approximately 1,600 containers required for these bids (assuming 5 MW per container). - Current demand is robust and expected to grow month-on-month. - Over 95% of current demand is met via imports; company aims to capture share as local supplier. - Galvanized products: - Post regulatory approvals, volumes expected to grow beyond 30,000 tons per quarter.

2 more points from Godawari Power & Ispat Ltd's call on order book

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Godawari Power & Ispat Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.6K Cr, net profit ₹280 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Godawari Power & Ispat Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Godawari Power & Ispat Ltd Q1 FY26 results?

Pellet prices expected around INR 11,000–11,500 in Q2 and Q3, reflecting stable pricing with limited decline (~5%) due to forex impact. Q1 EPS dropped from INR 4.5 to INR 3.5 primarily due to a fall in selling prices; volumes remained consistent.

What is Godawari Power & Ispat Ltd share price analysis?

Godawari Power & Ispat Ltd currently shows a neutral. The stock trades at a P/E of 20.4 with a market cap of ₹16,580 Cr. Investors should review the full earnings analysis for detailed insights.

Is Godawari Power & Ispat Ltd planning capital expenditure?

Battery Energy Storage System (BESS) project: - Initial phase targeting 10 gigawatt container capacity, scaling up to 40 gigawatt.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.