GHCL ki planning: Thodi soft market, par ummeed baaki hai!
GHCL Ltd. ke MD, RS Jalan ne bataya hai ki aage aane wale saal mein global market thoda soft rehne wala hai. Isse prices range-bound ya thoda niche reh sakte hain. Unhone NDTV Profit se baat karte hue yeh baat share ki. Unka kehna hai ki FY26 mein, global markets mein softness dikhegi, aur prices ya toh same level pe rahenge ya fir thode kam ho sakte hain.
Ebitda margins aur nayi projects
Jalan ne yeh bhi bataya ki unka Ebitda margin bhi FY26 mein same level pe rahega. Lekin unke paas do nayi projects bhi hain, jo ki teenth quarter mein shuru honge. Inse FY26 mein revenue mein growth dikhega. Yeh do nayi projects ek vacuum salt facility aur ek bromine plant hain.
Soda ash business mein ummeed
Bhale hi price pressure ki ummeed ho, lekin Jalan soda ash business ko lekar optimistic hain, unka kehna hai ki is business ki prices hamesha se hi achchi rahi hain. Isliye woh Gujarat mein ek nayi project shuru kar rahe hain, jismein teen se char saal lag sakte hain. Is nayi greenfield project ke liye unhone 4000 se 4200 crore Rupees ka capital commitment kiya hai.
Paise ka kya hoga?
Company ke paas balance sheet mein 1100 crore Rupees cash hai. Jalan ke hisab se yeh paisa Kutch mein nayi greenfield project mein lagaya ja sakta hai.
Solar energy se opportunities badh rahi hain
Solar systems mein investment badhne se opportunities bhi badh rahi hain. Isse solar glass banane ke liye soda ash ki demand badhegi. Jalan ka kehna hai ki FY27 tak, nayi solar plants se lagabhag 1,00,000 tonnes soda ash ki demand ban sakti hai.
Capacity utilization 95% se zyada!
GHCL ke plants 95% se zyada capacity utilization pe chal rahe hain. Jalan ko ummeed hai ki choti demand ke bawajood yeh level maintain rahega.
FY25 ke results
FY25 mein company ne 966 crore Rupees ka Ebitda report kiya, bhale hi us saal revenue 5% kam hua tha. Jalan kehte hain ki global market tough hone ke bawajood, aur surplus material hone ke bawajood unhone operational excellence aur innovation ki wajah se accha performance dikhaaya hai.
Q4 FY25 ke results
Q4 FY25 mein GHCL ka net revenue 4% kam hua, aur 807 crore Rupees raha. Lekin uski Ebitda 22% badhkar 244 crore Rupees hui, aur Ebitda margin 30.2% raha.
Share prices
GHCL ke shares BSE pe 1.02% kam hoke 573 Rupees pe band hue. Yeh gireawat benchmark Sensex ke 1.1% girne se thodi kam thi.
