Gulshan Polyols Limited — PPTs, 06-08-2026: Investor Presentation

Gulshan Polyols reported a strong Q1 FY27. Total income increased 8% YoY to ₹646 Cr, with Profit After Tax (PAT) surging 307% to ₹54 Cr. EBITDA grew 135% YoY to ₹91 Cr, reflecting significant margin expansion.

The Ethanol segment was a top performer, contributing ₹446 Cr (+11% YoY) in revenue and ₹81 Cr (+160% YoY) in EBITDA. This segment benefits from a ~19 crore litre order book and favorable feedstock. Grain processing shows signs of gradual recovery due to better industry fundamentals and operational efficiency. The Mineral Processing segment provides stable operating performance and cash flows.

Management is now focused on execution and optimization after an investment-heavy phase. Key strategies include maximizing asset utilization, enhancing operational efficiencies, and improving cash generation. With major capital expenditure behind, the company aims to boost returns and plans to venture into specialty and import-substitute chemicals from FY28. The outlook for FY27 remains confident, driven by operational focus and disciplined procurement.