Stock Report

Gujarat Alkalies and Chemicals Limited Reports Highest-Ever Quarterly Revenue in Q1 FY27; Consolidated Net Profit Reaches ₹54.98 Crore

Posted On : 2026-07-24 10:51:19( TIMEZONE : IST )

Leading caustic soda and industrial chemicals producer Gujarat Alkalies and Chemicals Limited (GACL) (CIN: L24110GJ1973PLC002247) announced its financial results for the first quarter ended June 30, 2026 (Q1 FY27). Following a Board of Directors meeting held on July 23, 2026, the company reported its highest-ever quarterly revenue, backed by strong operating performance, increased integration of renewable energy, and ongoing strategic growth initiatives.

On a consolidated basis, GACL registered a Profit After Tax (PAT) of ₹5,498 lakh (₹54.98 crore) for Q1 FY27, marking a sharp turnaround from a net loss of ₹1,378 lakh recorded in the corresponding quarter of the previous fiscal year (Q1 FY26) and a 267.0% sequential increase compared to ₹1,498 lakh in Q4 FY26.

Consolidated Financial Performance Overview

GACL's Q1 FY27 consolidated financial indicators highlighted substantial operational scale-up and margin expansion:

Revenue from Operations: Gross revenue from operations reached an all-time high of ₹1,24,491 lakh (₹1,244.91 crore), reflecting a 12.6% year-on-year growth compared to ₹1,10,512 lakh in Q1 FY26 and a 10.6% sequential increase over ₹1,12,531 lakh in Q4 FY26.

Total Revenue: Total income (including other income of ₹765 lakh) stood at ₹1,25,256 lakh, up from ₹1,11,359 lakh in Q1 FY26 and ₹1,14,370 lakh in Q4 FY26.

Operating Expenses: Total consolidated expenditure for the quarter came in at ₹1,14,252 lakh, compared to ₹1,10,404 lakh in Q1 FY26 and ₹1,13,538 lakh in Q4 FY26. Power, fuel, and other utility costs stood at ₹37,098 lakh, raw materials consumed reached ₹41,248 lakh, employee benefit expenses accounted for ₹9,670 lakh, and depreciation expenses totaled ₹10,313 lakh. Finance costs were managed at ₹1,616 lakh.

Profit Before Tax (PBT): Consolidated Profit Before Tax (inclusive of a ₹158 lakh share of profit from joint ventures and associates) rose to ₹11,162 lakh (₹111.62 crore). This compares with a Loss Before Tax of ₹1,202 lakh in Q1 FY26 and a PBT of ₹1,537 lakh in Q4 FY26.

Tax Expenses: Total tax expenses for the quarter stood at ₹5,664 lakh (comprising current tax of ₹1,739 lakh and deferred tax of ₹3,925 lakh).

Total Comprehensive Income: Facilitated by positive gains in Other Comprehensive Income (OCI) of ₹13,416 lakh, total comprehensive income for Q1 FY27 reached ₹18,914 lakh, compared to ₹18,958 lakh in Q1 FY26 and a comprehensive loss of ₹28,104 lakh in Q4 FY26.

Earnings Per Share (EPS): Basic and diluted EPS (face value ₹10/- per share) jumped to ₹7.49 per share for the quarter, compared to ₹2.04 in Q4 FY26 and negative ₹1.88 in Q1 FY26.

Standalone Financial Results Summary

GACL's standalone operations mirrored the overall trajectory, showing sharp profit recovery:

Standalone Revenue from Operations: Stood at ₹1,24,491 lakh, matching consolidated operational revenue.

Standalone Profit Before Tax: Reached ₹11,004 lakh, compared to ₹832 lakh in Q4 FY26 and ₹955 lakh in Q1 FY26.

Standalone Net Profit (PAT): Came in at ₹5,340 lakh (₹53.40 crore), up 585.5% YoY from ₹779 lakh in Q1 FY26 and 573.4% sequentially over ₹793 lakh in Q4 FY26.

Standalone EPS: Stood at ₹7.27 per share for Q1 FY27, up from ₹1.08 in Q4 FY26 and ₹1.06 in Q1 FY26.

Capital Structure & Balance Sheet Reserves

As of June 30, 2026, GACL's paid-up equity share capital remained unchanged at ₹7,344 lakh (comprising equity shares of face value ₹10/- each). Reserves (excluding revaluation reserves) as per the balance sheet of the previous accounting year stood at ₹5,11,745 lakh (₹5,117.45 crore) on a consolidated basis and ₹5,49,747 lakh (₹5,497.47 crore) on a standalone basis.

Smt. Avantika Singh, IAS, Managing Director of the Company said "GACL delivered a strong start to FY 2026-27, achieving its highest ever Quarterly Sales revenue for the 1st Quarter of Financial Year 2026-27 has increased by Rs.151.39 Crores (i.e. by 14%) to Rs.1,224.84 Crores as compared to Rs.1,073.45 Crores of the corresponding quarter of Previous year. She further shared that during this quarter; the Company could achieve highest ever quarterly revenue on account of product mix optimization to increase realization and expanding product footprint through new export markets. EBITDA for the quarter increased by Rs.104 Crores (i.e. by 83%) to Rs.229 Crores as compared to EBITDA of Rs.125 Crores for the corresponding quarter of previous year. Profit Before Tax for the quarter has increased by Rs.100 Crores (i.e. by 1000%) to Rs.110 Crores as compared to Profit Before Tax of Rs.10 Crores for the corresponding quarter of previous year. Energy is continued focus area for the Company and during the first quarter of FY 2026-27, the Company could reduce energy costs as compared to corresponding quarter of previous year on account of increased share of renewable power. During the first quarter of FY 2026-27, the share of renewable energy has increased to 59% from 39%. This aligns with the Board's directive to expand renewable power usage and supports India's net-zero carbon commitments."

She further said "The Board of Directors also granted in-principle approval for one more HCL synthesis Unit at Dahej with approximate project cost of Rs.55 Crores. This HCL synthesis Unit will further enhance better chlorine utilization and thus would enable the Company to optimize production of Caustic Soda at Dahej. Further, the Board has already approved to establish Phosphoric Acid plant at Dahej and therefore, the additional HCL to be generated from this HCL synthesis Unit would be utilized in the said Phosphoric Acid Plant. Further, the Board has also approved Vision 2047 document in line with the Hon'ble Prime Minister's national vision of Viksit Bharat @2047."

The Company continues to drive efficiency through Project Ahvaan, focusing on enhancing operating efficiency, cost cutting across various functional areas, optimum capacity utilization of various plants, enhancement of green energy in overall power basket of the Company, working on organization structure including talent management, capability enhancement, digitization & usage of AI, etc. These initiatives are expected to contribute to improved operational efficiencies in the short to long term.

Shares of Gujarat Alkalies and Chemicals Limited was last trading in BSE at Rs. 643.90 as compared to the previous close of Rs. 622.30. The total number of shares traded during the day was 12523 in over 914 trades.

The stock hit an intraday high of Rs. 658.60 and intraday low of 611.80. The net turnover during the day was Rs. 8038264.00.