GHCL Limited — Investor Meet, 29-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GHCL's Q3 FY26 revenue reached 773 Cr, up 5% QoQ but down 4% YoY, with PAT at 107 Cr, down 1% QoQ and 37% YoY. The quarter faced challenges from cheap imports and aggressive global pricing in the soda ash market. Despite a planned maintenance shutdown, the company sustained industry-leading margins through operational efficiencies and cost control. Management highlighted the successful Rs 300 Cr share buyback, affirming stakeholder value. Diversification projects for Bromine and Vacuum Salt are on track for Q4 FY26 commissioning, with the greenfield soda ash project offering long-term growth. The long-term business outlook remains positive.