Godawari Power & Ispat Ltd
Godawari Power & Ispat Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #99 of 100 in Industrial Products
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Godawari Power & Ispat Ltd Q2 FY26 key numbers
- Revenue
- New pellet plant (2 million ton expansion) to start commercial production soon, with ramp-up expected within 4 to 6 weeks.
As stated in Godawari Power & Ispat Ltd's Q2 FY26 earnings call transcript · published 18 Jul 2026. Reported figures, not investment advice.
The short version
Pellet production is expected to reach a bare minimum of 4 million tons in FY '27, with potential to be higher; 80% capacity utilization expected from Q4 of the current year. GPIL expects to meet its FY '26 production targets despite a pellet plant incident, indicating stable operational performance.
From Godawari Power & Ispat Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Pellet production is expected to reach a bare minimum of 4 million tons in FY '27, with potential to be higher; 80% capacity utilization expected from Q4 of the current year.
- Expanded iron ore mining at Ari Dongri targets 4.7 to 5 million tons in FY '27, with additional beneficiation capacity increasing from 0.6 million to 6 million tons by Q2 FY '27.
- New pellet plant (2 million ton expansion) to start commercial production soon, with ramp-up expected within 4 to 6 weeks.
- Sponge iron production is stable at 0.5 million tons, with plans to eliminate sponge sales by next year through new furnace addition.
2 more points from Godawari Power & Ispat Ltd's call on revenue
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Profitability & Margins
See what Godawari Power & Ispat Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Additional 250 MW solar power capacity approved, expected commissioning by Q4 FY '27 for CRM project and integrated steel plant; cost-effective with ~24% IRR.
- 0.7 million ton Cold Rolling Mill (CRM) complex underway; land acquired, major equipment orders placed; total cost INR 900 crores (INR 600 crores debt-funded).
- 1 million ton integrated steel plant planned post iron ore capacity expansion; Board approval pending final mining EC.
- Battery Energy Storage System (BESS) project of 10 GW in Maharashtra by Godawari New Energy Pvt Ltd; land (112 acres) acquired; INR 700 crores cost, 60% debt-funded.
2 more points from Godawari Power & Ispat Ltd's call on capex
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Top-ranked in Industrial Products
Ranked on what management guided this quarter
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
- The management discussed order placements for the CRM (Cold Rolled Mill) project have been completed in the second quarter.
- Battery Energy Storage System (BESS) project is in progress with land acquired, and infrastructure work expected to start next month.
- Machine orders for both CRM and BESS projects have begun being placed with suppliers in India and China.
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
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
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
Others in Industrial Products this season
- Lead Reclaim and Rubber Products Ltd (Q2 FY26)
Revenue from Operations for H1 FY26: ₹2,190 lakhs, up 138.04% YoY (from ₹920 lakhs in H1 FY25) (Page 19) . Key investor presentation takeaways from Lead Reclaim
- Shubhshree Biofuels Energy Ltd (Q2 FY26)
Revenue from operations for H1 FY26: ₹9,604.6 Lakhs . Key investor presentation takeaways from Shubhshree Biofuels Energy Ltd's Q2 FY26 investor presentation —
- De Neers Tools Ltd (Q2 FY26)
H1FY26 Net Sales:** ₹670.4 Mn . Key investor presentation takeaways from De Neers Tools's Q2 FY26 investor presentation — and how it ranks against sector peers.
- WOL 3D India Ltd (Q2 FY26)
Revenue from Operations for H1FY26 is Rs 415 Mn, up 82% YoY from Rs 227 Mn in H1FY25 (Page 9, Page 5). Key investor presentation takeaways from WOL 3D India Ltd
Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Godawari Power & Ispat Ltd Q2 FY26 results?
Pellet production is expected to reach a bare minimum of 4 million tons in FY '27, with potential to be higher; 80% capacity utilization expected from Q4 of the current year. GPIL expects to meet its FY '26 production targets despite a pellet plant incident, indicating stable operational performance.
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 17.4 with a market cap of ₹14,253 Cr. Investors should review the full earnings analysis for detailed insights.
Is Godawari Power & Ispat Ltd planning capital expenditure?
Additional 250 MW solar power capacity approved, expected commissioning by Q4 FY '27 for CRM project and integrated steel plant; cost-effective with ~24% IRR.
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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.