Godavari Biorefineries Limited · NSE:GODAVARIB
Godavari Biorefineries — Q4 FY26 Earnings Presentation
32 slides from Godavari Biorefineries's earnings presentation, May 26, 2026
Slide 1: Investor Presentation intimation letter to exchanges
Dated: May 26, 2026 The Manager The Manager Listing Department Listing Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G, Phiroze Jeejeebhoy Tower, Bandra Kurla Complex, Bandra (E), Dalal Street Mumbai – 400 051 Mumbai-400001 Script Symbol: GODAVARIB Script
Slide 2: Investor Presentation Q4 & FY26
www.godavaribiorefineries.com CREATING A BEAUTIFUL WORLD With Innovation at the Core, Unified in Growth, Sustainability & Inclusivity. Godavari Biorefineries Limited Investor Presentation Q4 & FY26
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Godavari Biorefineries Limited (the “Company’), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for an
Slide 4: Godavari Biorefineries Limited's Guiding Principles
Godavari Biorefineries Limited's Guiding Principles Samir Somaiya Chairman & Managing Director 3
Slide 5: The Green Opportunity
Godavari Biorefineries Ltd The Green Opportunity
Slide 6: Global Energy Disruptions Driving Green Transition
Global Energy Disruptions Driving Green Transition A world in energy transition is paving the way for exactly what GBL creates - bio-based, reliable solutions. Geopolitical Volatility Green Transition • West Asia crisis continues to constrain fossil fuel supplies paving • Accelerating global shift t
Slide 7: Fossil Energy Disruption Is a Tailwind for GBL
Fossil Energy Disruption Is a Tailwind for GBL Bio-Based Solutions Take Centre Stage As fossil fuel supply chains face mounting stress, industries are turning to reliable, sustainable alternatives. GBL is positioned at the heart of this shift - from oil to soil. Bio vs Fossil - GBL- The Trusted Supp
Slide 8: The Green Catalyst: From Policy Shift to Demand Creation
The Green Catalyst: From Policy Shift to Demand Creation Fuelling the Future Beyond E20 Draft Standards Notified India's policy push to explore fuel blends Global supply tightness is making GBL’s GBL's new grain-based distillery (200 KLPD) beyond E20 is unlocking a large, growing stable, captive bio
Slide 9: A Year of Decisive Progress
A Year of Decisive Progress
Slide 10: FY26: A Year of Recovery and Momentum
FY26: A Year of Recovery and Momentum Total Income EBITDA* Reduced Finance Costs ₹2,000.2 Crs ₹139.3 Crs ₹49.1 Crs reflecting steady growth reflecting steady growth reflecting steady growth momentum. Reflecting steady growth Marginsmomentum. stabilizing at 7.0% momentum. Down ~32% YoY following mome
Slide 11: All Segments On A Growth Trajectory
All Segments On A Growth Trajectory Bio-Based Chemicals: Accelerating Shift to Specialties Ethanol Portfolio Mix Shift (% of Revenue) 98 Million Litre Ethanol Equivalent sold in FY26 6% 42% 39% 13% Non Specialty Chemical EBP* 58% 61% Specialty Chemicals & Others FY26 ENA Others 81% FY25 FY26 Revenue
Slide 12: Four Pillars Powering GBL's Growth
Four Pillars Powering GBL's Growth Turning global challenges into a catalyst for operational excellence and strategic growth. Growth in bio-based De-risking Through Capacity Expansion Jivana Brand Story specialty chemicals Multi-Feedstock Ethanol Strategic Core focus on growing the Aggressive feedst
Slide 13: Achievements and Awards
Achievements and Awards Karnataka State Boiler Safety Award AIDA Sustainability Champion Siemens TechChamps- Award 2026 IT/OT Integration #1 in the Cogen Boiler Category at the Karnataka Recognised as Sustainability Champion at AIDA Honoured at Hannover Messe for pioneering State Boiler Safety Award
Slide 14: Taking GBL's Bio-Based Story to the World
Taking GBL’s Bio-Based Story to the World ChemExpo India- 2026 In-cosmetics Global Global brands are moving away from petroleum-derived inputs - Showcase of GBL’s soil-to-specialty story - bio-based, and choosing GBL as their trusted green chemistry that the world’s formulators bio-based supply part
Slide 15: Growth Beyond Core Business
rn WA Godavari Biorefineres Ltd Growth Beyond Core Business
Slide 16: Shaping GBL's Future Through Sustainable Innovation
Shaping GBL’s Future Through Sustainable Innovation Bio-Butanol DME (Dimethyl Ether) Scaling High-Value Green Chemistry through Global Partnerships Turning Carbon Into a Strategic Clean Energy Opportunity • Synthomer partnership expands GBL’s bio-based monomer • GBL’s DME project in collaboration wi
Slide 17: GBL's Initiatives in Drug Discovery
GBL’s Initiatives in Drug Discovery US Subsidiary Oncology Antiviral Global out-licensing TNBC Oral Inhibitor Japanese Patent Secured of novel drugs CDSCO Filing Targeted: Q2 FY26 • GBL has established its • GBL is advancing an oral • GBL has secured a Japanese dedicated US subsidiary — therapy cand
Slide 18: Road to Drug Discovery
Road to Drug Discovery Drug Discovery for Triple-Negative Breast Cancer (Promising preclinical efficacy in Tripple Negative Breast Cancer) Next Step In Process Preliminary Efficacy Mechanism of Trials: Out-licensing of Pre-Clinical Safety Action Preparation of Molecule Trials Trials Application Ther
Slide 19: Soil Health: GBL's Regenerative Agriculture Research
Soil Health: GBL’s Regenerative Agriculture Research Soil Health Restoring organic matter & microbiome health across GBL’s farming network. Farmer Co-creating prosperity with small & marginal farmers through GBL programs. Empowerment Regenerative Supplementing & reducing dependence on fossil-based f
Slide 20: Segment Highlights
Godavari Biorefineries Ltd Segment Highlights
Slide 21: Q4 FY26 Revenue-Mix (Y-o-Y Basis)
Q4 FY26 Revenue-Mix (Y-o-Y Basis) (Consolidated) Q4 FY25 Revenue-Mix * Q4 FY26 Revenue-Mix * 1% 1% 33% 34% 42% 39% Q4 FY25 Q4 FY26 24% 26% Sugar & Cogeneration Bio-Based Chemicals Ethanol Unallocated *Some of the business segments are of seasonal nature and accordingly impact the results in the resp
Slide 22: FY26 Revenue-Mix (Y-o-Y Basis)
FY26 Revenue-Mix (Y-o-Y Basis) (Consolidated) FY25 Revenue-Mix * FY26 Revenue-Mix * 1% 1% 31% 33% 36% 39% z FY25 FY26 29% 29% Sugar & Cogeneration Bio-Based Chemicals Ethanol Unallocated *Some of the business segments are of seasonal nature and accordingly impact the results in the respective quarte
Slide 23: Q4 FY26 Segmental Highlights-Bio-based Chemicals
Q4 FY26 Segmental Highlights-Bio-based Chemicals (Consolidated) Revenue (Rs. Crs) Q4 FY25 Q4 FY26 YoY Growth 139.1 147.4 5.9% Accelerating Growth Through Specialty Chemicals Revenue Break-up EBITDA (Rs. Crs) EBITDA Margin 33% 42% 67% 58% 13.5 9.7% 9.5 6.5% Q4 FY25 Q4 FY26 Non Specialty Chemical Spec
Slide 24: FY26 Segmental Highlights-Bio-based Chemicals
FY26 Segmental Highlights-Bio-based Chemicals (Consolidated) Revenue (Rs. Crs) FY25 FY26 YoY Growth 542.2 578.0 6.6% Accelerating Growth Through Specialty Chemicals Revenue Break-up EBITDA (Rs. Crs) EBITDA Margin 42% 39% 47.8 8.3% 37.8 7.0% 58% 61% FY25 FY26 FY25 FY26 FY25 FY26 Non Specialty Chemica
Slide 25: Q4 FY26 Segmental Highlights- Integrated Sugar, Co-gen & Ethanol
Q4 FY26 Segmental Highlights- Integrated Sugar, Co-gen & Ethanol (Consolidated) Integrated Sugar, Co-gen & Ethanol Revenue (Rs. Crs) Q4 FY25 Q4 FY26 YoY Growth 435.9 411.4 (5.6%) Ethanol Revenue (Rs. Crs) Sugar & Co-gen Revenue (Rs. Crs) 246.0 189.9 191.7 219.6 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 24
Slide 26: FY26 Segmental Highlights- Integrated Sugar, Co-gen & Ethanol
FY26 Segmental Highlights- Integrated Sugar, Co-gen & Ethanol (Consolidated) Integrated Sugar, Co-gen & Ethanol Revenue (Rs. Crs) FY25 FY26 YoY Growth 1307.8 1383.2 5.8% Ethanol Revenue (Rs. Crs) Sugar & Co-gen Revenue (Rs. Crs) 658.6 722.9 724.6 584.9 FY25 FY26 FY25 FY26 25
Slide 27: Q4 & FY26 Segmental Highlights- Integrated Sugar, Co-gen & Ethanol
Q4 & FY26 Segmental Highlights- Integrated Sugar, Co-gen & Ethanol (Consolidated) Integrated Sugar, Co-gen & Ethanol EBITDA (Rs. Crs) Integrated Sugar, Co-gen & Ethanol EBITDA (Rs. Crs) Q4 FY25 Q4 FY26 YoY Growth FY25 FY26 YoY Growth 104.0 83.9 (19.3%) 81.6 97.4 19.3% EBITDA (Rs. Crs) EBITDA (Rs. Cr
Slide 28: Consolidated Profit & Loss Statement – Q4 FY26
Consolidated Profit & Loss Statement – Q4 FY26 Particulars (in INR Crs) Q4 FY26 Q4 FY25 Y-o-Y Q3 FY26 Q-o-Q FY26 FY25 Y-o-Y Revenue from Operations 564.1 579.5 (2.7%) 459.9 22.7% 1,987.9 1,870.3 6.3% Other Income 5.9 9.3 2.1 12.2 16.7 Total Income 570.0 588.8 (3.2%) 461.9 23.4% 2,000.2 1,886.9 6.0%
Slide 29: Consolidated Balance Sheet – FY26
Consolidated Balance Sheet – FY26 Particulars (in INR Crs) Mar 26 Mar 25 Particulars (in INR Crs) Mar 26 Mar 25 ASSETS EQUITY AND LIABILITIES Non-current assets EQUITY (i) Equity share capital 51.2 51.2 (a) Property, plant and equipment 864.1 861.3 (ii) Other equity 737.1 730.8 (b) Capital Work-in-P
Slide 30: Consolidated Cash Flow Statement – FY26
Consolidated Cash Flow Statement – FY26 Particulars (in INR Crs) Mar 26 Mar 25 Cash Flow from Operating Activities Profit before Tax 4.6 (1.5) Adjustment for Non-Operating Items 95.7 108.5 Operating Profit before Working Capital Changes 100.3 106.9 Changes in Working Capital 72.2 (102.0) Cash Genera
Slide 31: Integrated Bio-refinery Across the Value Chain
Integrated Bio-refinery Across the Value Chain Sugar, Ethanol, Bio-Chemicals, Power & Others Planned Products GRAIN BASED ETHANOL SPECIALTY CHEMICALS Current Products 30
Slide 32: Thank You
Thank You Godavari Biorefineries Ltd CIN: L67120MH1956PLC009707 Name – Mr. Ashish Sinha Title – AGM- IR & Finance investorrelations@somaiya.com Email – investorrelations@somaiya.com Ms. Prachi Ambre Prachi.ambre@in.mpms.mufg.com Mr. Irfan Raeen irfan.raeen@in.mpms.mufg.com Prachi.ambre@in.mpms.mufg.
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