Godavari Biorefineries Limited — PPTs, 11-08-2025: Investor Presentation

**1. Financial Highlights:**

Q1 FY26 total income rose 2% YoY to ₹534.0 Cr. EBITDA turned positive at ₹6.5 Cr (1.2% margin); PAT loss narrowed significantly. Finance costs reduced. Bio-based chemicals & Ethanol now comprise 65% of revenue, with Ethanol surging 51%.

**2. Strategic Initiatives & Growth Drivers:**

Company targets 15%+ EBITDA margins from high-margin bio-based specialty chemicals. A new 200 KLPD Grain/Maize distillery, ahead of schedule by end-CY25, supports 2.5x revenue growth in key segments, aiming for 3X EBITDA by FY29.

**3. Business Developments:**

Capacity expansion continues for bio-based specialty chemicals. Novel anti-cancer molecule patents secured in Europe/China. Safety trials completed successfully; mechanism established for one.

**4. Market Position & Competitive Advantage:**

Integrated bio-refinery leverages green chemical transition and energy push. Focus on high-margin bio-based chemicals and ethanol, supported by policy, strengthens competitive edge.

**5. Investor Implications:**

Strategic shift to high-growth bio-based and ethanol segments, plus reduced finance costs, indicates positive growth potential. Drug discovery offers long-term upside. Execution of investments is key for FY29 EBITDA targets.