Godavari Biorefineries Limited — Investor Meet, 31-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Godavari Biorefineries reported Q4 revenue of ₹580 Cr and FY25 revenue of ₹1,870 Cr, up 11% YoY. Q4 EBITDA was ₹122 Cr (21% margin), while FY25 EBITDA stayed near ₹120 Cr. PAT was ₹1.1 Cr with a thin margin. Highest-ever cane crushing aided performance; ethanol revenue jumped 37% in Q4 due to better blending. A 200-kl/day grain ethanol plant is expected by Q4 FY26, boosting feedstock diversity. Specialty chemicals EBITDA more than doubled, led by debottlenecking and new products including biobutanol. Management aims to triple EBITDA by FY29, driven by ethanol and specialty chemicals growth. The cancer molecule program is in Phase 1 trials, with out-licensing planned after safety data. Focus remains on bio-refining, ethanol expansion, and specialty chemicals for sustainable long-term growth despite margin pressures.