GHCL Limited — Investor Meet, 12-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

GHCL posted Q4 revenue of INR807 Cr, down slightly YoY and QoQ due to global weakness and cheaper imports. EBITDA rose to INR244 Cr (30.2% margin) from INR201 Cr last year, driven by cost control. FY25 EBITDA grew 7% to INR966 Cr; PAT increased 9% to INR626 Cr. Volume rose ~9% with >95% capacity utilization. Management is progressing on greenfield soda ash and salt/bromine projects for Q3 FY26. Domestic soda ash demand grew ~5% despite soft global pricing. Confident in operational strength and long-term growth amid macro challenges.