Godawari Power And Ispat limited — Investor Meet, 11-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GPIL reported steady 9M FY26 performance with 22% EBITDA & 14% PAT margins. Q3 saw strong YoY operating momentum despite softer realizations. Major expansions include boosting iron ore mining capacity to 6M tons, commissioning a 2M ton pellet plant, and a 0.7M ton CRM complex by March '27. Captive solar capacity is expanding 3x to 540MW. GPIL is also entering 20 GW Battery Energy Storage System manufacturing (INR1,025 Cr capex, Q4 FY27 commissioning). Q4 outlook is positive with price uptrends. Management targets ~INR12,000-15,000 Cr turnover by FY28.