Godavari Biorefineries Limited — Q2FY27 earnings call summary

Filed 13 November 2026 · Official transcript

Capex Rs 25 Cr for bio-chemicals debottlenecking; target Q3 FY28 revenue 240 Cr in bio-chemicals
Q2 FY27 revenue 549.2 Cr +27.5% y-y; EBITDA 10.9 Cr vs loss 4.4 Cr; PAT loss narrowed to 15.2 Cr
H1 FY27 total income 1109.7 Cr +14.6%, EBITDA 13.4 Cr vs 2.1 Cr; bio-chemicals EBITDA 41.2 Cr +50%
Seasonal business: Q3/Q4 expected profitable for sugar/ethanol; grain-based ethanol facility commissioned Q1 FY27
Integrated sugar, ethanol, cogeneration segment impacted by feedstock, drought; ethanol capacity 800 kL/day multi-feedstock
Bio-based chemicals Q2 revenue 204.2 Cr +38.8%, EBITDA 22.1 Cr +47%, margin 10.8% vs 10.2%
Innovation: European, Chinese, US patents for anti-cancer, antiviral compounds; drug trials to start post regulatory approval
Multiple analyst queries on bio-chemicals growth drivers, feedstock flexibility, drug discovery progress