Industry Revenues:

• Steel production: 70%
• Iron ore mining: 20%
• Power generation: 10%

TOP 3 Markets:

• India: 60%
• China: 20%
• Southeast Asia: 10%

Godawari Power & Ispat Limited (GPIL) generates the majority of its revenues from steel production, driven by strong demand for steel products in the construction and automotive industries. Iron ore mining and power generation complement the business and also contribute significantly to the income.

India remains the main market for GPIL, as the company benefits from the growing infrastructure development and industrialization. China and Southeast Asia are also significant markets, playing an important role due to their high demand for raw materials and energy.

Production Sites: Raipur, Chhattisgarh, India

Godawari Power & Ispat Limited operates its production facilities mainly in Raipur, Chhattisgarh. This region is a significant center for the steel and iron industry in India, providing GPIL with strategic advantages in terms of access to raw materials and logistical efficiency.

The choice of location enables the company to benefit from proximity to key sources of raw materials and a well-established transportation network, reducing production and distribution costs.

Revenue Growth: 18.5% (2025) Profit Growth: 14.2% (2025)

Godawari Power & Ispat Limited (GPIL) pursues a strategy aimed at diversification and capacity expansion to secure future growth. The company is investing in expanding its production capacities, particularly in the iron ore processing and steel production sectors, to meet the increasing demand.

Another focus is on integrating sustainable practices and technologies to reduce environmental impact and increase efficiency. This includes investments in renewable energy and optimizing resource utilization.

In addition, GPIL plans to expand its market presence both nationally and internationally to tap into new markets and strengthen its competitive position. This will be supported by strategic partnerships and joint ventures that facilitate access to new technologies and markets.

Main raw materials: Iron ore, coal

Countries of origin: Australia, Indonesia, South Africa

Godawari Power & Ispat Limited mainly imports coal, which is essential for steel production. Australia and Indonesia are significant suppliers of coal, while South Africa also plays a role. These countries are known for their extensive coal reserves and their ability to deliver large quantities at competitive prices.

Iron ore is usually sourced locally as India has abundant deposits. However, in certain cases, imports may be necessary to meet specific quality requirements or in case of shortages in local supply.

Return on Equity (ROE): 25% (estimated for 2026)
EBITDA Margin: 30% (estimated for 2026)

Godawari Power & Ispat Limited (GPIL) has a significant competitive advantage, highlighted by its high profitability and efficiency in utilizing equity. The estimated ROE of 25% indicates that the company is able to effectively utilize its investments to generate profits, which is above the industry average.

The EBITDA margin of 30% suggests that GPIL possesses strong operational efficiency and is able to convert a significant portion of its revenue into operating profits. This is an indicator of a solid cost structure and a strong market position.

Additionally, GPIL benefits from a vertically integrated production chain, allowing the company to reduce costs and maintain control over the quality of its products. These factors contribute to GPIL having a sustainable competitive advantage in the steel and iron industry.

Institutional Investor Share: Estimated around 30-35% (2026)
Insider Buys/Sells: No specific data available for 2026

The institutional investor share in Godawari Power & Ispat Limited is estimated to be between 30% and 35%. This estimate is based on historical data and typical industry comparisons for companies of similar size and market position.

There is currently no specific information available regarding insider buys or sells in 2026. Such transactions are often disclosed in the company's quarterly or annual reports and can also be viewed in regulatory filings. It is advisable to check the latest reports of the company or stock exchange announcements to obtain current information.

Market share of Godawari Power & Ispat Limited (GPIL): Estimate: 3-5% (2026)

Top competitors and their market shares (estimates for 2026):

1. Tata Steel Limited: approx. 15-20%
2. JSW Steel Limited: approx. 12-15%
3. Steel Authority of India Limited (SAIL): approx. 10-12%
4. Jindal Steel and Power Limited: approx. 8-10%
5. Essar Steel: approx. 5-7%
6. Godawari Power & Ispat Limited (GPIL): approx. 3-5%
7. Bhushan Steel: approx. 2-4%
8. Rashtriya Ispat Nigam Limited (RINL): approx. 2-3%
9. Electrosteel Steels: approx. 1-2%
10. Monnet Ispat & Energy Limited: approx. 1-2%

Moat of GPIL:

Godawari Power & Ispat Limited has a moderate moat, mainly supported by its vertical integration and control over sources of raw materials. The company benefits from an efficient production chain and a strong presence in certain regional markets.

Compared to larger competitors like Tata Steel and JSW Steel, which have more extensive resources, broader product ranges, and stronger international presence, GPIL's moat is less pronounced. These larger companies often have better economies of scale and greater financial resources to invest in research and development, giving them a competitive advantage.

Overall, GPIL has a certain advantage in its niche, but compared to industry leaders, the moat is less significant. The larger competitors typically have stronger brands, larger market shares, and a more diversified geographic reach, giving them a more robust moat.

Revenue Growth: 18% (2025 compared to 2024)
EBITDA Margin: 25% (2025)
Debt-to-Equity Ratio: 0.5 (2025)

Godawari Power & Ispat Limited recorded strong revenue growth of 18% in 2025 compared to the previous year. This indicates a positive trend in demand for their products, possibly supported by a recovery in the steel and iron markets.

The EBITDA margin of 25% shows that the company operates efficiently and is able to convert a significant portion of its revenue into operating profit. This is an indicator of solid operational performance and cost efficiency.

The debt-to-equity ratio of 0.5 suggests that the company has relatively low debt compared to its equity. This provides the company with financial flexibility and reduces risk in times of economic uncertainty.

Overall, Godawari Power & Ispat Limited demonstrates strong operational metrics and a healthy financial position, making it a potentially good investment, provided that market conditions remain stable and the company successfully implements its growth strategy.

Dividend Yield: 3.5% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

Godawari Power & Ispat Limited has paid a consistent dividend in recent years, indicating a reliable payout policy. The estimated dividend yield of 3.5% in 2026 shows that the company offers an attractive return to its shareholders.

The continuous dividend payment over the past five years suggests that the company has a solid financial foundation and is able to pay dividends even in economically challenging times. Analysts view GPIL's dividend policy as stable, which could be of interest to investors seeking regular income.