Godawari Power And Ispat limited — PPTs, 12-02-2025: Investor Presentation

**Financial Highlights:** Godawari Power and Ispat Ltd. reported consolidated revenue of ₹1,298 crore and a net profit of ₹145 crore for Q3FY25, representing slight declines of 1% and 37% year-on-year, respectively. The EBITDA for the quarter was ₹221 crore, down 33% from the previous year. Operating EBITDA margin fell to 17%. For the first nine months of FY25, revenue stood at ₹3,908 crore with a net profit of ₹590 crore, both showing minimal change on a year-on-year basis.

**Strategic Initiatives and Growth Drivers:** The company plans to double its iron ore mining capacity to 6.0 million tonnes (MnT) and pellet production to 4.7 MnT. Cost-effective strategies include a net cash position of ₹725 crore, indicating strong financial health to support these initiatives.

**Business Developments:** Notable advancements include the restart of mining at Boria Tibu and enhancements to production capabilities. An agreement with GAIL for LNG supply supports their upcoming pellet plant.

**Market Position and Competitive Advantage:** With captive iron ore mines providing a significant edge and a diversified product portfolio, GPIL remains well-positioned despite a challenging market environment.

**Investor Implications:** The firm’s sustainable practices and growth strategy suggest a positive outlook, but investors should monitor market reactions and operational updates closely.