Godawari Power And Ispat limited — Investor Meet, 08-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Godawari Power reported steady Q1 FY26 financials with strong 24% EBITDA and 15% PAT margins. The Board approved two new projects: an INR 900 Cr cold rolling mill for value-added steel and an INR 700 Cr battery energy storage system (BESS) unit, both targeting commissioning by March 2027. These are funded by a mix of debt and internal accruals. Operational updates include pellet plant expansion commissioning in October and resumption of Boria Tibu mines. Management is confident in volume guidance, focusing on strategic diversification into high-growth areas and value-added steel, maintaining a healthy balance sheet.