Godavari Biorefineries Limited — Investor Meet, 20-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Godavari Biorefineries reported strong Q2/H1 FY26 recovery. Q2 revenue surged 34% YoY to 430.8 Cr, with H1 revenue up 14% to 964 Cr. EBITDA losses narrowed significantly to 4.4 Cr in Q2 (from 31.5 Cr loss), while H1 turned positive at 2.1 Cr. Gross margins improved due to a better product mix, boosting bio-based chemicals EBITDA by 60%.

The company is strategically focused on higher-value specialty chemicals and multi-feedstock ethanol, with a 200-KLPD grain-based plant planned for Q4 FY26. Key R&D initiatives include a pilot CO2 to DME project and advancing an anti-cancer drug to preliminary efficacy trials. Management is confident in mitigating seasonality risks and creating stakeholder value through innovation and sustainability.