GHCL Limited — PPTs, 01-08-2026: Investor Presentation

GHCL delivered sustained resilience in Q1 FY27, with operational execution and lower input costs driving margins. Revenue for the quarter was 798 Cr, a modest 3% decline year-on-year. However, EBITDA rose 4% to 233 Cr, and Profit After Tax (PAT), including a 40 Cr exceptional gain, jumped 32% year-on-year to 191 Cr. EBITDA margin significantly improved to 29.1%.

The company is strategically focused on India's growing economy and healthy domestic soda ash demand from traditional and emerging sectors like solar glass and EV batteries. Key growth drivers include cost discipline and diversifying its product portfolio. Recent developments include Bromine and Vacuum Salt projects nearing commercial operations in Q2 FY27, backed by a 330 Cr capital expenditure, while its greenfield soda ash project is progressing slowly.

Management notes continued global soda ash volatility but sees stable underlying demand. While Q1 saw margin improvement, future moderation is expected due to rising energy and raw material costs. GHCL is committed to sustainable returns, leveraging domestic demand and operational efficiency.