Godawari Power & Ispat Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

- Major steel plant CAPEX of around INR 7,000 crores is planned, with significant spending starting FY '28. - For FY '27, CAPEX is estimated at INR 1,500 to 2,000 crores, including CRM, battery storage, and solar projects. - Debt funding related to the steel plant CAPEX will primarily occur starting FY '28. - Currently, the company is mostly self-funded and using internal accruals; no immediate debt raising planned in FY '27. - No specific mention of equity fundraising in the next few years. - Long-term focus remains on executing announced projects before considering Phase-2 expansions or additional fundraising. In summary, debt fundraising is expected mainly from FY '28 onwards for steel plant CAPEX; no immediate equity raising plans disclosed.

The transcript from the Godawari Power & Ispat Limited conference call does not explicitly provide detailed numbers or specifics about the current or expected order book or pending orders. However, it mentions the following relevant points: - RR Ispat Rolling Mill now has a healthy order book of almost six months, indicating steady demand and production continuity. - Continuous increase in rolled structural products production quarter-on-quarter suggests growing or stable order inflow. - For the CRM complex, a conservative utilization guidance of 50% for FY '28 (around 3-3.5 lakh tons) is expected, implying secured demand for the initial phase. - No explicit mention of pending orders or formal order backlog details was discussed in the provided transcript. Hence, the company appears to have a stable to growing order book in steel rolling and CRM segments with a six-month visibility on RR Ispat mill orders.