Godavari Biorefineries Ltd — earnings calls

Godavari Biorefineries reported Q1 FY27 total income growth of 4.9% year-on-year, with the bio-based chemicals business posting 19.4% revenue growth and 53% EBITDA growth while the integrated sugar, cogeneration and ethanol segment reported a widened EBITDA loss. The company commissioned a 200 kilolitres per day grain-based distillery at Sameerwadi, taking total distillery capacity to 800 kilolitres per day, and is evaluating an additional 160 kilolitres per day fungible capacity. Management also reported progress on drug discovery, having filed a CDSCO application for preliminary efficacy trials of its triple-negative breast cancer molecule and secured patents for an anticancer molecule and branched alcohols process.

Godavari Biorefineries reported FY26 total income of Rs 2,000 crore, up 6% year-on-year, with EBITDA growing 15.8% to Rs 139 crore and a full-year profit after tax of Rs 3.5 crore versus a loss in FY25. Q4 FY26 revenue from operations was Rs 564 crore with EBITDA of Rs 92 crore and a 16% margin, supported by record sugarcane crushing of 2.5 million tons during the season. Management discussed progress on the 200 KLPD grain-based distillery expected to commission in June 2026, and described a strengthening outlook for bio-based chemicals amid the West Asia geopolitical crisis.