Godavari Biorefineries Limited — PPTs, 06-08-2026: Investor Presentation

GBL's Q1 FY27 total income grew 4.9% YoY to ₹559.9 Cr. However, EBITDA declined to ₹2.6 Cr with margins at 0.5%, leading to a net loss of ₹19.3 Cr. The Bio-based Chemicals segment showed strong performance, with EBITDA up 53% YoY and margin expansion to 11.4%, supported by improved earnings from debottlenecking.

The company successfully commissioned its 200 KLPD corn/grain-based distillery, increasing total ethanol capacity to 800 KLPD and enhancing feedstock flexibility. GBL also secured a Japanese patent for a novel anti-cancer molecule and filed for preliminary efficacy trials with CDSCO.

Management sees fossil energy disruption as a tailwind, positioning GBL for India's ethanol growth and global bio-based demand. They are expanding bio-based chemicals with a projected revenue of ₹240 Cr by Q3 FY28E, backed by a ₹25 Cr capex. Drug discovery trials for their anti-cancer molecule are expected to start in Q3 FY27. The company is exploring further grain capacity expansion and advancing bio-butanol and DME projects through strategic partnerships.