Conference Call with GHCL Ltd. Management and Analysts on Q1FY26 Performance and Outlook. Listen to the full earnings transcript.
Commodity Chemicals company GHCL announced Q1FY26 results Net Revenue declined by 3% to Rs 823 crore as compared to Rs 849 crore in Q1FY25, but increased by 2% compared to Rs 807 crore from Q4FY25. Increased imports into India due to global situation has exerted pressure on realizations. EBIDTA declined by 4% to Rs 225 crore as compared to Rs 235 crore in Q1FY25. Net Profit declined by 4% to Rs 145 crore as compared to Rs 151 crore in Q1FY25. R S Jalan, Managing Director, GHCL, said: “Despite persistent global headwinds and pricing pressure from oversupply, GHCL has shown strong resilience. Our continued focus on operational efficiency, cost optimization, and a solid domestic demand base has helped us mitigate the pressure and sustain profitability. We remain confident in India’s longterm growth trajectory and the potential of emerging sectors like solar glass and EVs to drive future value.” Result PDF
Commodity Chemicals company GHCL India announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Revenue: Rs 807 crore, change -4% YoY. EBITDA: Rs 244 crore, change 22% YoY. PAT: Rs 153 crore, change 23% YoY. Cash Profit: Rs 181 crore, change 20% YoY. FY25 Financial Highlights: Revenue: Rs 3,273 crore, change -6% YoY. EBITDA: Rs 966 crore, change 7% YoY. PAT: Rs 626 crore, change 9% YoY. Cash Profit: Rs 738 crore, change 9% YoY. R. S. Jalan, Managing Director, GHCL said: “We are pleased to announce a strong year-end performance, highlighted by growth in EBITDA and improvement in margins. This achievement was driven by consistent volume expansion supported by steady demand and effective cost optimization efforts. Our best-in-class productivity, a direct result of our operational leadership and unique customer base, was instrumental in achieving these results. New global soda ash production capacities are driving increased supply, with moderate demand scenario is resulting in generally stable to softer price trends. Global tariff situation has created increased volatility and uncertainty for the business. In contrast, India demonstrates resilient and steady growth, fueled by consistent domestic demand from end user segments. The MIP in India provides a buffer for domestic manufacturers against global supply situation and pricing pressures to some extent. Our ongoing capital expenditure program is strategically aligned to strengthen our manufacturing capabilities, enhance our sustainability initiatives, and explore opportunities in adjacent sectors. The Vacuum Salt and Bromine project is advancing rapidly and is scheduled for commissioning in FY26. Our greenfield soda ash project and the new Salt Field project represent long-term strategic investments that will deliver significant operational and financial gains. Leveraging our strong financial position and proactive market engagement, we are confident in GHCL's sustained growth and our ability to deliver long-term stakeholder value.” Result PDF
Commodity Chemicals company GHCL announced Q3FY25 results Financial Highlights: Revenue: Rs 807 crore compared to Rs 813 crore during Q3FY24, change -1%. EBITDA: Rs 259 crore compared to Rs 165 crore during Q3FY24, change 57%. EBITDA margin: 32% for Q3FY25. Other Highlights: Better sequential performance was mainly on account of better cost control measures while volumes have remained almost flat. External headwinds like cheap imports into India continue due to weak Soda Ash demand in the developed markets, slightly impacting our realizations. The intensity of imports is expected to moderate after GoI’s imposition of Minimum Import Price (MIP) for Soda Ash. EBITDA was higher by 57% YoY, and improved by 13% QoQ on account of our operational strength resulting in cost savings. As a result EBITDA margins have also improved. Result PDF