Godavari Biorefineries Limited — Q1FY27 earnings call summary

Filed 13 August 2026 · Official transcript

Ethanol blending demand outlook positive with E20 rollout and draft E85/E100 guidelines
Q1 FY27 revenue from operations grew 4.6% y-y to INR558 Cr; total income INR560 Cr +4.9% y-y
Integrated sugar, cogeneration, ethanol segment EBITDA loss widened to INR14.6 Cr due to feedstock cost and manufacturing pressures
Drug discovery: filed for preliminary efficacy trials for TNBC molecule; trials expected Q3 FY27 pending approvals
Commissioned 200 KLPD grain-based distillery, total distillery capacity now 800 KLPD; evaluating 160 KLPD fungible capacity addition
Bio-based chemicals revenue up 19.4% y-y to INR169 Cr; EBITDA +53% to INR19.2 Cr; margin expanded to 11.4%
Debottlenecking bio-based chemicals with INR25 Cr investment; targeting INR240 Cr quarterly sales post expansion
Multiple analyst queries on DME pilot trials, bio-butanol commercialization, and sugar vs ethanol production mix