Gulshan Polyols Q2 FY'26 Earnings Call Transcript
Gulshan Polyols' Q2 FY'26 earnings call transcript reveals strong growth in revenue, EBITDA, and PAT. The company anticipates further PLI receipts and targets significant revenue growth in the coming years.
The announcement provides details on the company's financial performance and future growth prospects. The positive financial results and future guidance could have a moderate impact on investor sentiment.
The company reported strong financial results, including significant growth in revenue, EBITDA, and PAT. They also anticipate further PLI receipts.
* Gulshan Polyols held an earnings conference call on November 11, 2025, for the quarter and half-year ended September 30, 2025. * The company reported a 23% Y-o-Y growth in revenue. * EBITDA saw a 140% Y-o-Y increase. * PAT showed nearly a 1,000% growth. * The company received a PLI of ₹5.34 crore in October, which will be accounted for in Q3 results as other income. * The company expects to receive ₹14 crore to ₹15 crore from the MP government and ₹5 crore from the Assam government under the NEETs policy in the second half of the financial year or the first half of the next year. * For ESY 2025-2026, OMCs have mandated 40% ethanol production from FCRIs. * Current maize prices are around ₹21. * The company's working capital borrowing is currently ₹250 crore and may increase to a maximum of ₹300 crore this year. * The company expects recovery in the grain processing division in the second half of the calendar year. * Mineral processing margins are expected to be maintained at 23% to 24%. * The company targets revenue of approximately ₹2,800 crore in FY 2027, contingent on market conditions and OMC tenders, and a 20% revenue growth from FY '25 in FY 2026. * The company received an allocation of 17.5 crore litres for ESY 2025-2026 which starts in November 2025 and goes up to October 2026. * The guidance for FY 2027 is working on 80%-90% capacity utilization, all subject to allocation from the tender.
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Gulshan Polyols Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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