Godawari Power And Ispat · forward-looking guidance across the available source record.
Guidance tracker
The 0.7 MTPA CRM complex relocated to Maharashtra near Sambhajinagar (Aurangabad industrial belt) with construction expected to start October 2026 following land allotment. Target margin of 10-11% with state incentives.
Benefication plant at Aridongi iron ore mines expected to commission in Q3, reducing mining cost below Rs 2,700/ton from FY28 by eliminating Rs 1,000/ton transportation cost for concentrate.
Mining production to ramp up from Q3 following government land approvals for dumping; full capacity of 4.5 MTPY expected from Q1 FY28. Market procurement to reduce from current high levels to 25-30% in Q3, below 10% in Q4, and zero by FY28.
Full year pellet production guidance revised lower from 4.0 million tons due to shutdown of one pellet plant. Q2 production expected at ~500 KT vs normal 650-700 KT quarterly run rate. Exact full-year guidance to be communicated after clarity.
Management expects revenue of ₹6,500-7,000 crore from current steel and mining operations in FY27, assuming full capacity utilization.
Management guided that the expanded pellet plant will operate at over 90% capacity in FY27, producing more than 4.2 million tons.
For the new 20GW BESS plant, management expects 40-50% utilization in the first year (FY28), with margins around 7%.
Management will decide on the proposed 1MTPA steel plant (₹5,000cr capex) by the annual board meeting in April-May 2026.