Godawari Power And Ispat limited — Investor Meet, 19-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

GPIL reported stable H1 FY26 revenue with healthy EBITDA at 22% and PAT at 14%. Q2 revenue, EBITDA, and PAT saw a YoY decline, but margins remained robust at 20% EBITDA and 12% PAT. Despite a pellet plant incident, FY26 production targets are on track. The company is rapidly expanding: Ari Dongri iron ore mine to 6 MTPA, new 2 MTPA pellet plant commissioning soon, and a 0.7 MTPA CRM complex plus 10 GW BESS project by FY28. Solar power will drive cost savings with a 24% IRR. Management is optimistic about improving H2 realizations and leveraging captive resources and green energy for future growth.