GHCL Limited — PPTs, 31-01-2025: Investor Presentation

GHCL has reported a resilient performance in Q3 FY25, with revenue of ₹807 crore, a marginal decline of 1% YoY but stable QOQ. EBITDA increased to ₹259 crore, up 57% YoY and 13% QoQ, leading to improved margins at 32%. The company benefited from effective cost control amidst challenging market conditions and competition from low-price imports. The recent Minimum Import Price (MIP) imposed by the government is expected to support domestic pricing by reducing cheap imports, creating a more advantageous environment for local producers.

The company has received environmental clearance for its greenfield Soda Ash plant in Kutch, Gujarat, which will enhance its capacity over the next six years. Overall, GHCL is well-positioned for future growth, particularly with its strategic initiatives in place, signaling a positive outlook for shareholders.