Godavari Biorefineries Limited · NSE:GODAVARIB
Godavari Biorefineries — Q1 FY27 Earnings Presentation
26 slides from Godavari Biorefineries's earnings presentation
Slide 1: Investor Presentation Q1 FY27 – Creating a Beautiful World
Godavari Biorefineries Limited Investor Presentation | Q1 FY27 CREATING A BEAUTIFUL WORLD With Innovation at the Core, Unified in Growth, Sustainability & Inclusivity.
Slide 2: 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 3: Godavari Biorefineries Limited's Guiding Principles
Godavari Biorefineries Limited's Guiding Principles Innovation at the Core Where high-performance solutions and planetary health thrive together. Shared Future Growth Co-creation with farmers and customers to fuel shared prosperity and soil vitality. CREATING A BEAUTIFUL WORLD Creating Value for All
Slide 4: A Milestone Moment: +60M Litres
A Milestone Moment COMMENCEMENT OF CAPACITY IMPACT OPERATIONS +60M Litres Sameerwadi Dual Adds 60 million litres of Feedstock Distillery annual ethanol capacity, taking GBL's total to 800 Godavari’s dual-feedstock 200 KLPD KLPD. corn/grain-based distillery commences operations at Sameerwadi, Karnata
Slide 5: Q1 FY27 Key Snapshot
Q1 FY27 Key Snapshot TOTAL INCOME BIO-BASED CHEMICALS ETHANOL DRUG DISCOVERY ₹559.9 Cr 53% 200 KLPD Japanese Patent Grain-based distillery Granted for Novel Anti-cancer EBITDA Growth YoY commissioned Molecule 4.9% YoY 11.4% 800 KLPD CDSCO Application (₹534.0 crore in Q1 FY26) EBITDA Margin Total Cap
Slide 6: Q1 FY27 Segment Highlights – Bio-based Chemicals
Q1 FY27 Segment Highlights Bio based Chemicals Bio-based Chemicals EBITDA margin expansion to Secured an Indian patent for a Debottlenecking initiatives EBITDA increased 53% YoY 11.4% Q1FY27 from 8.9% in cost-effective process to completed in FY26 are in Q1 FY27. Q1 FY26. manufacture branched transl
Slide 7: Q1 FY27 Segment Highlights – Integrated Sugar, Co-gen & Ethanol
Q1 FY27 Segment Highlights Integrated Sugar, Co-gen & Ethanol Successfully commissioned Improved sugar realizations While the industry remains the 200 KLPD corn/grain- supported revenue during Q1 watchful of potential El Niño- based distillery, increasing FY27. related risks, we remain total distill
Slide 8: Q1 FY27 Segment Highlights – Drug Discovery
Q1 FY27 Segment Highlights Drug Discovery Accomplishments And Pipeline Granted a Japanese patent Filed with CDSCO for Continued progress in for a novel anti-cancer efficacy trials for our innovation-led research to molecule, further Lead Novel Anti-cancer develop next-generation bio- strengthening o
Slide 9: 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 10: Positioned for India's next phase of Ethanol Growth
Positioned for India’s next phase of Ethanol Growth A world in energy transition is paving the way for exactly what GBL creates - bio-based, reliable solutions. Beyond E20 Our Competitive Advantage Energy Security Geopolitical uncertainties and crude oil supply volatility reinforce the strategic rol
Slide 11: Q1 FY27 Highlights
Q1 FY27 Highlights
Slide 12: YoY Performance
YoY Performance (Rs. in Crs) TOTAL REVENUE EBITDA | EBITDA MARGIN PAT & MARGIN 1.2% 0.5% (3.0%) (3.5%) 534.0 559.9 6.5 2.6 (16.0) (19.3) Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 EBITDA EBITDA Margin EBITDA EBITDA Margin Godavari Biorefineries Limited 12
Slide 13: Segment Mix
Segment Mix Q1 FY27 Revenue-Mix % Q1 FY26 Revenue-Mix % 2% 2% 28% 33% 40% 39% 557.9 533.2 Rs.in Crs Rs.in Crs 30% 26% Sugar & Cogeneration Bio-Based Chemicals Ethanol Unallocated Godavari Biorefineries Limited 13
Slide 14: Bio-based Chemicals Segment
Bio-based Chemicals Segment Q1 FY27 vs Q1 FY26 FINANCIAL PERFORMANCE (Rs. in Crs) REVENUE EBITDA EBITDA MARGIN % 168.7 19.2 11.4% 141.2 8.9% 12.5 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Godavari Biorefineries Limited 14
Slide 15: Integrated Sugar, Co-gen & Ethanol Segment
Integrated Sugar, Co-gen & Ethanol Segment Q1 FY27 vs Q1 FY26 FINANCIAL PERFORMANCE (Rs. in Crs) REVENUE EBITDA EBITDA MARGIN % 382.8 377.9 (4.5) (1.2%) (14.6) (3.9%) Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Godavari Biorefineries Limited 15
Slide 16: Consolidated Profit & Loss Statement – Q1 FY27
Consolidated Profit & Loss Statement – Q1 FY27 Particulars (in INR Crs) Q1 FY27 Q1 FY26 Y-o-Y Q4 FY26 FY26 Revenue from Operations 557.9 533.2 4.6% 564.1 1,987.9 Other Income 2.0 0.7 5.9 12.2 Total Income 559.9 534.0 4.9% 570.0 2,000.2 Cost of Materials Consumed 185.5 205.5 681.8 1,489.1 Purchase of
Slide 17: Strategy & Guidance
Strategy & Guidance
Slide 18: 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 farmers through GBL programs. Empowerment Regenerative Supplementing & reducing dependence on fossil-based fertilizers. Agric
Slide 19: Drug Discovery Pipeline
Drug Discovery Pipeline LEAD MOLECULE: MSP008-22 (FIRST-IN-CLASS) About the Molecule Target Indication Current Development Status Because TNBC (Triple-Negative Breast Cancer) is a The lead anti-cancer molecule, MSP008-22, is a first- The Clinical Study Report for the safety trials has been particula
Slide 20: Bio-based Chemicals Growth (Quarterly Sales)
Bio-based Chemicals Growth (Quarterly Sales) BIO-BASED CHEMICALS REVENUE PERFORMANCE & PROJECTIONS Will be driven by further Actively driven by debottlenecking of existing debottlenecking plans with specialty chemicals incremental capex of ~ Rs. 25 Crs 240 190 Rs. Crores 169 Rs. Crores 141 Rs. Crore
Slide 21: Integrated Sugar, Co-gen & Ethanol Growth - Market Readiness
Integrated Sugar, Co-gen & Ethanol Growth - Market Readiness To mitigate climate risks, policy changes, market conditions, enhance supply chain resilience, and strengthen future margins, exploring increasing the corn/grain capacity to a dual and fungible 360 KLPD within the existing capacity 800 KLP
Slide 22: Integrated Sugar, Co-gen & Ethanol Growth
Integrated Sugar, Co-gen & Ethanol Growth CAPACITY Expanded our ethanol capacity from a 600 KLPD sugarcane-based ethanol by 160 KLPD commissioning a 200 KLPD corn/grain facility, bringing the total capacity to 800KLPD. Exploring addition of further To mitigate climate risks, enhance supply chain res
Slide 23: 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 • India is seeking to develop indigenous, scalable, and commercially viable technologies for th
Slide 24: Pillars Powering GBL's Growth
Pillars Powering GBL's Growth Turning Global Challenges into a Catalyst for Operational Excellence and Strategic Growth. De-risking Through Growth in bio-based Multi-Feedstock Additional Fungibility Jivana Brand Story specialty chemicals Ethanol Strategic Core focus on growing the The 200 KLPD grain
Slide 25: Taking GBL's Bio-Based Story to the World
Taking GBL’s Bio-Based Story to the World 5TH INDIA GREEN ENERGY AWARDS 2025 Winner – Bioenergy Producer New Delhi RESPONSIBLE CARE CERTIFICATION BIO INNOVATIONS APAC 2026, SINGAPORE Renewal confirmed at ICC Lognext 2026, Dr. Sangeeta Srivastava represented India and spoke on reaffirming GBL’s commi
Slide 26: Godavari Biorefineries Ltd – Investor Relations Contact
Godavari Biorefineries Ltd CIN: L67120MH1956PLC009707 Name – Mr. Ashish Sinha Title – DGM- IR & Finance Email – investorrelations@somaiya.com investorrelations@somaiya.com Ms. Prachi Ambre Mr. Irfan Raeen Prachi.ambre@in.mpms.mufg.com irfan.raeen@in.mpms.mufg.com Link Meeting Request Link Website: h
Godavari Biorefineries — Q1 FY27 Earnings Presentation on 6ix