Godawari Power And Ispat limited — Investor Meet, 23-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Godawari Power and Ispat reported Q4 revenue of INR1,464 Cr (QoQ ↑, flat YoY), with EBITDA rising 44% QoQ to INR318 Cr and PAT up 53% QoQ at INR221 Cr, driven by higher production and sales in pellets, galvanized, and rolled products despite softer realizations. FY25 saw record output in sponge iron, billets, ferro alloys, and power. FY26 guidance includes 3 MT each of iron ore mining and pellets, with expansion plans for pellet plant commissioning and steel melting capacity rising to 575,000 tons. Solar captive power will reach 290 MW. Management targets ~20% EBITDA margin assuming stable markets. CapEx expected at INR950–1,000 Cr focusing on expansions and green energy. Net cash stands at INR863 Cr; dividend of INR1/share declared.