NSE: GPIL · BSE: 532734 · ISIN INE177H01039
Godawari Power And Ispat limited stock analysis
Godawari Power And Ispat limited ranks #635 in the TickerSutra evidence-ranked universe with a score of 62/100 and 95% data confidence. The latest captured fundamentals show ROCE of 20.5%, quarterly sales growth of 32.3% and quarterly profit growth of 2.7%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- ROCE is 20.5%
- Low debt/equity of 0.08×
- Strong CFO/EBITDA of 0.92×
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- No calculated threshold risk in the current snapshot.
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹5,397cr | ₹1,868cr | ₹1,467cr | 35.0% |
| 2023 | ₹5,745cr | ₹1,134cr | ₹793cr | 20.0% |
| 2024 | ₹5,445cr | ₹1,328cr | ₹936cr | 24.0% |
| 2025 | ₹5,370cr | ₹1,194cr | ₹813cr | 22.0% |
| 2026 | ₹5,376cr | ₹1,263cr | ₹802cr | 23.0% |
| TTM | ₹5,808cr | ₹1,251cr | ₹808cr | 22.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
RoutineAnalyst/Investor Meet Para A-XBRLNSE · 29 Sept 2026 · Structured filingGODAWARI POWER AND ISPAT LIMITED has informed the Exchange about Schedule of Analysts or Institutional Investors Meet
GODAWARI POWER AND ISPAT LIMITED has informed the Exchange about Schedule of Analysts or Institutional Investors Meet
Open original XBRL sourceRoutineAcquisition (including agreement to acquire)-XBRLNSE · 29 Sept 2026 · Structured filingGODAWARI POWER AND ISPAT LIMITED has informed the Exchange regarding Acquisition (including agreement to acquire)
GODAWARI POWER AND ISPAT LIMITED has informed the Exchange regarding Acquisition (including agreement to acquire)
Open original XBRL sourceGodawari Power And Ispat limited has informed the Exchange about Copy of Newspaper Publication opening of special window for re-lodgement of the transfer and dematerialisation of physical securities
RoutineAnalysts/Institutional Investor Meet/Con. Call UpdatesNSE · 29 Sept 2026Godawari Power And Ispat limited has informed the Exchange about Outcome for participation in GIA Metal Day
RoutineGodawari Power and Ispat Ltd - 532734 - Announcement under Regulation 30 (LODR)-Newspaper PublicationBSE · 29 Sept 2026Please find attached copy of Newspaper Publication regarding opening of Special Window for re-lodgement of the transfer and dematerialisation of physical securities.
MANAGEMENT COMMENTARY
Signals from filed documents
These pressures are expected to ease upon commissioning of beneficiation plant, enabling higher captive mining, improved raw material availability, and enhanced cost efficiencies. Coming to the operational performance, our iron ore mining volume declined primarily due to space constraints for dumping of overburden, in view of delay in obtaining tree-cutting permission in the additional allotted land. This resulted in
In conclusion, I would like to mention that backed by strong captive mining assets, strong balance sheet, ongoing capacity expansion, and focus on ESG and cost optimization, GPIL remains well-positioned to drive sustainable long-term value creation. With clear roadmap and strong execution focus, company remains confident of achieving its Vision 2030 targets of 4x increase in revenue, 3x growth in EBITDA and PAT. We r
On ESG front, the company has completed initiative under energy efficiency and de- carbonization program. The 6.9 megawatt WRHB plant has been -- has commenced commercial production, taking total WRHB capacity to 49 megawatt. GPIL is also advancing its de- carbonization efforts through 5 TPD carbon capture utilization project in collaboration with IIT Mumbai, for which civil work is underway and completion targeted b
The demand remains supportive, driven by rising steel production, higher pellet usage, with shift towards higher grade DR grade pellets. However, industry utilization remain constrained at 65% due to reduced exports, limited high-grade availability, and margin pressure. Godawari Power & Ispat Limited August 10, 2026 Page 5 of 22 Globally, iron ore prices remain resilient, close to about $95 tons to $105 tons, support
EBITDA and PAT margin stood at 19.1% and 12.7%, respectively. Except margin improvement, we expect margin improvement from Q4 FY '27, following commissioning of beneficiation plant, enabling greater utilization captive iron ore pellets. Now coming on our key growth projects, the Ari Dongri iron ore mine expansion is progressing as planned, with ramp-up expected from Q3, following commissioning of beneficiation plant,
GPIL has made a steady start to FY '27, delivering resilient performance in Q1 FY '27, supported by healthy revenue growth, improved sales realization, stronger realization across key product segments. Sequentially, profitability was impacted by higher input cost, driven by increased iron ore sourcing from the market and elevated coal prices, following West Asia crisis. These pressures are expected to ease upon commi
Meanwhile, India's steel demand outlook remain strong, supported by infrastructure, housing, railway, and manufacturing investments. In conclusion, I would like to mention that backed by strong captive mining assets, strong balance sheet, ongoing capacity expansion, and focus on ESG and cost optimization, GPIL remains well-positioned to drive sustainable long-term value creation. With clear roadmap and strong executi
So, is there any specific reason or it is just the... Abhishek Agrawal: No, I would say it's very unfortunate key there have been enormous delays at different stages when it comes to approval from the state government. But that is something which is not in our hand.
If you could sir just help me out with your understanding of the iron ore cost, as previous participant also have asked, but by when do you expect to get the approval for the expansion, for the dumping area? Abhishek Agrawal: As we mentioned earlier, we are very hopeful we should get the pending approvals by end of Q2 and from Q3 onwards, you can see an improvement in mining production and eventually full- rate capac
On the consumption of pellet side, we have no plans of expanding the DRI capacity, because again getting a new land, going for the EC, it's a long-drawn process, so we have no plans of increasing our DRI capacity, whatever pellets will be produced will be sold in the merchant market. And there is actually a good demand of high-grade pellets, be it domestic market or be it international market. We started exporting, w
But I think in Q2, they have been a little softer as you had mentioned as well. But do you think there are going to get -- they will have a little bit more -- little bit of lower realization going forward? Abhishek Agrawal: No, so if you ask on a longer term, we still feel the iron ore prices will hover around between INR9,000 to INR10,000 in the longer term, INR9,000 being the lower side and INR10,000 being on the h
Scrip Code: GPIL Dear Sir"adam, Sub: Submission of Transcript of conference Call held on 10`b August, 2026 regarding QIFY27 Results. This has reference to conference call held on loth August, 2026 to discuss the results and performance of QI FY27 for Analyst/Institutional Investorsffund House/Investors etc. Please find attached herewith the Transcript of Conference Call held on loth August, 2026 The aforesaid informa
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Evidence, freshness and limitations
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The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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