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Latest filing: 2026-07-15 13:52
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filings — grounded in each document, but not investment advice and possibly incomplete.
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14 announcements match the current filters (relevance ≥ 5).
Goa Carbon Q1 Net Loss of ₹6.58 Cr as Revenue Drops 67% YoY Due to Plant Shutdowns
Goa Carbon reported a weak Q1 FY27 with revenue from operations falling 67% YoY to ₹65.70 Cr, down from ₹199.25 Cr. The company posted a net loss of ₹6.58 Cr, a slight improvement from the ₹7.95 Cr loss in the same quarter last year, but a reversal from the ₹4.49 Cr profit in the preceding quarter. The performance was severely impacted by extensive plant shutdowns for maintenance and optimization, with two out of three plants closed for the entire 91-day period.
Confidence: HIGH
What changedThe company experienced a near-total halt in production during Q1 FY27 due to scheduled maintenance across all three manufacturing units, leading to a sharp revenue contraction.
Why it mattersWith 95% of revenue tied to just three major aluminum clients, any prolonged shutdown or production inefficiency significantly impacts the company's ability to service its ₹167 Cr debt and maintain its net worth.
Revenue (Q1 FY27): ₹65.70 CrNet Loss (Q1 FY27): ₹6.58 CrRevenue vs TTM Revenue: ~16.7%EPS (Basic): ₹-7.19Goa Plant Shutdown: 91 days
📅 Short termThe stock may face pressure in the short term as the market reacts to the significant revenue drop and continued losses.
📈 Long termLong-term recovery depends on stabilizing operations and reducing client concentration through new products like 'gcarb+'. The high debt-to-equity ratio (0.99) remains a structural concern.
⚠ Risk flags
- Extremely high client concentration (95% from 3 clients)
- Operational risk from extended plant shutdowns
- Ongoing legal dispute regarding Goa Green Cess
- High debt-to-equity ratio of 0.99
Key Highlights
Revenue from operations collapsed to ₹65.70 Cr from ₹199.25 Cr in Q1 FY26.
Goa and Bilaspur plants were shut down for the entire 91 days of the quarter.
Paradeep plant was shut down for 76 days during the quarter for maintenance.
Net loss for the quarter stood at ₹6.58 Cr, resulting in a negative EPS of ₹7.19.
The company has deposited ₹3.49 Cr under protest regarding the Goa Green Cess legal dispute.
👀 What to Watch
Investors should monitor the operational status of the plants in Q2 to ensure production has resumed to normal levels. The key focus remains on whether the 'optimization' mentioned by management leads to improved margins in subsequent quarters.
Goa Carbon Resumes Operations at Paradeep Plant; Normal Production from June 16
Goa Carbon Limited has announced the resumption of operations at its Paradeep Unit in Odisha, which had been shut since March 22, 2026. The company informed that the kiln was lit on June 15, 2026, marking the end of a nearly three-month operational halt. Normal production is scheduled to commence on June 16, 2026, following the preliminary heat-up and raw material feeding process. This restart is expected to bring the company's production capacity back to optimal levels.
Key Highlights
Operations at the Paradeep Unit in Odisha resumed on June 15, 2026.
The plant had been non-operational since the previous update on March 22, 2026.
Normal production is expected to officially start on June 16, 2026.
The restart follows the lighting of the kiln and preliminary heating procedures.
👀 What to Watch
Investors should view this as a positive development for volume recovery, though they should monitor the next quarterly results for the financial impact of the three-month shutdown.
Goa Carbon Shareholders Approve Borrowing from Promoters for Working Capital Needs
Goa Carbon Limited has successfully passed an ordinary resolution via postal ballot to approve and amend material related party transactions. The approval allows the company to borrow from its Directors and Promoters to meet additional working capital requirements. The resolution was passed with an overwhelming majority, with 99.81% of the valid votes cast in favour of the proposal. This move ensures the company has access to necessary liquidity from internal stakeholders to support its ongoing operations.
Key Highlights
Shareholders approved borrowing from Directors/Promoters for working capital with 99.81% of votes in favour.
A total of 23,272 votes were cast in favour of the resolution, while only 45 votes were cast against.
The voting process was conducted via remote e-voting from May 6, 2026, to June 5, 2026.
The resolution was categorized as an Ordinary Resolution under the Companies Act and SEBI LODR regulations.
The approval facilitates material related party transactions aimed at stabilizing the company's liquidity position.
👀 What to Watch
Investors should view the promoter support for working capital as a positive sign of commitment to the company's operational stability. It is advisable to monitor future financial disclosures for the specific interest rates and terms of these promoter loans to ensure they remain competitive.
Goa Carbon Shareholders Approve Borrowing from Promoters for Working Capital with 99.81% Majority
Goa Carbon Limited has successfully passed an ordinary resolution via postal ballot to approve material related party transactions involving borrowings from Directors and Promoters. The funds are intended to meet the company's additional working capital requirements. Out of the total valid votes cast, 99.81% (23,272 votes) were in favor of the resolution, while only 0.19% (45 votes) were against. This approval provides the company with a flexible liquidity source from internal stakeholders to support its operational needs.
Key Highlights
Shareholders approved borrowing from Directors and Promoters for working capital via an ordinary resolution.
The resolution received overwhelming support with 23,272 votes in favor (99.81%) and only 45 votes against.
The voting process involved 30,948 total shareholders as of the cut-off date of April 24, 2026.
The e-voting period concluded on June 5, 2026, with the Scrutinizer's Report confirming the requisite majority.
The move ensures the company has access to necessary funds for operations through related party transactions.
👀 What to Watch
Investors should monitor the specific terms and interest rates of these promoter loans in future financial disclosures to ensure they remain competitive and on an arm's length basis. The approval is a positive sign for short-term liquidity management.
Goa Carbon Promoter Pledges 55.39% Stake to Secure ₹50 Crore Company Loan
V.S. Dempo Holdings, the promoter of Goa Carbon, has pledged its entire holding of 50,69,040 shares, representing 55.39% of the company's equity. The pledge was created on May 11, 2026, in favor of 360 ONE Prime Limited to secure a ₹50 Crore loan facility for the company. While the funds are for corporate use, the high level of promoter pledging is a significant risk factor for shareholders.
Key Highlights
Promoter V.S. Dempo Holdings pledged 50,69,040 shares, which is 55.39% of the total equity.
The pledge was executed to secure a ₹50 Crore loan facility availed by Goa Carbon Limited.
The transaction value of the pledged shares is approximately ₹218.37 Crores at ₹430.80 per share.
The pledge was created in favor of 360 ONE Prime Limited on May 11, 2026.
👀 What to Watch
Investors should closely monitor the company's debt servicing capability and stock price volatility, as a high pledge ratio increases the risk of forced liquidation by lenders during market downturns.
Goa Carbon Q4 Net Profit at ₹4.49 Cr; FY26 Net Loss Widens to ₹48.23 Cr; No Dividend
Goa Carbon reported a turnaround in Q4 FY26 with a net profit of ₹4.49 crore compared to a loss of ₹5.54 crore in the same quarter last year. However, for the full financial year 2025-26, the company's net loss widened significantly to ₹48.23 crore from ₹22.03 crore in FY25. Total income for the year grew by 36% to ₹708.80 crore, but was offset by a sharp rise in material costs and finance charges. Consequently, the board has skipped the final dividend for the year.
Key Highlights
Q4 FY26 revenue from operations rose 52% YoY to ₹201.12 crore compared to ₹132.19 crore.
Full-year FY26 net loss widened to ₹48.23 crore vs ₹22.03 crore in FY25.
Cost of materials consumed for FY26 surged to ₹641.61 crore from ₹458.39 crore YoY.
Finance costs increased to ₹23.39 crore in FY26 from ₹18.06 crore in FY25.
No final dividend declared for FY26 due to the reported annual losses.
👀 What to Watch
Investors should monitor if the Q4 profitability is sustainable, as the overall annual performance shows significant stress from rising input and finance costs. The lack of dividend and widening annual losses suggest a cautious approach until consistent profitability is established.
Goa Carbon Q4 Turnaround with ₹4.49 Cr Profit; FY26 Annual Loss Widens to ₹48.23 Cr
Goa Carbon reported a positive turnaround in Q4 FY26, posting a net profit of ₹4.49 crore compared to a loss of ₹5.54 crore in the same period last year. Revenue for the quarter grew significantly by 52% YoY to ₹201.12 crore. However, the full-year performance remains under pressure as the net loss widened to ₹48.23 crore for FY26, up from a loss of ₹22.03 crore in FY25. Consequently, the Board has skipped recommending a dividend for the financial year.
Key Highlights
Q4 FY26 revenue from operations increased 52% YoY to ₹201.12 crore.
Company achieved a Q4 net profit of ₹4.49 crore vs a loss of ₹5.54 crore in Q4 FY25.
Full-year FY26 net loss widened to ₹48.23 crore from ₹22.03 crore in the previous year.
Annual cost of materials consumed surged to ₹641.61 crore compared to ₹458.39 crore in FY25.
No final dividend recommended for FY26 due to the reported annual loss.
👀 What to Watch
Investors should note the positive Q4 turnaround but remain cautious as the full-year losses have doubled due to high raw material costs. Monitor the company's ability to sustain Q4 margins into the next fiscal year before taking long-term positions.
Goa Carbon Seeks Approval for ₹150 Crore Loan from Promoter for Working Capital
Goa Carbon Limited has issued a postal ballot notice seeking shareholder approval for material related party transactions. The primary resolution involves borrowing up to ₹150 Crores from Director/Promoter Mr. Shrinivas Dempo to meet working capital needs. The proposed interest rate ranges from 9.05% to 12.04% per annum, which the company states is at arm's length. Additionally, the company seeks to pay a 0.55% guarantee commission to the promoter for a separate ₹100 Crore third-party loan.
Key Highlights
Proposed borrowing limit of ₹150 Crores from Promoter Mr. Shrinivas Dempo for working capital.
Interest rate for the promoter loan set at a market-competitive 9.05% to 12.04% per annum.
Payment of 0.55% p.a. guarantee commission for a ₹100 Crore loan from 360 One Prime Limited.
The e-voting period for shareholders is scheduled from May 6, 2026, to June 5, 2026.
The resolution is being proposed as an Ordinary Resolution via postal ballot.
👀 What to Watch
Investors should evaluate the interest rate terms against prevailing market rates for similar unsecured credit and monitor the company's overall debt levels. It is advisable to participate in the e-voting process to ensure the related party transaction aligns with minority shareholder interests.
Goa Carbon Receives Rs 3.2 Crore Income Tax Demand Notice for AY 2024-25
Goa Carbon Limited has been served an assessment order and a demand notice of Rs. 3,19,66,260 from the Faceless Assessment Unit of the Income Tax Department for the Assessment Year 2024-25. The company also received a penalty notice under section 274 of the Income-tax Act. Management believes there are computation errors and that they have a strong case on merits to challenge the disallowances. The company is currently evaluating legal remedies, including filing for rectification or an appeal before appellate authorities.
Key Highlights
Income Tax demand notice received for an amount of Rs. 3,19,66,260.
Order issued under Section 143(3) read with Section 144B for Assessment Year 2024-25.
Penalty notice under section 274 read with section 270A also served to the company.
Company intends to challenge the order via rectification application or appeal.
Management states no immediate adverse impact on business operations or financials is expected.
👀 What to Watch
Investors should monitor the outcome of the company's appeal or rectification request. While the demand amount is relatively small compared to company scale, persistent tax litigation can affect long-term cash flow expectations.
Goa Carbon Wins NGT Case; Tribunal Dismisses Pollution Allegations Against Goa Plant
The National Green Tribunal (NGT) has ruled in favor of Goa Carbon Limited, dismissing a pollution-related case (Original Application No. 80 of 2024) against its Goa plant. The tribunal found no evidence linking the plant's operations to local health issues and noted that the company holds a valid Consent to Operate from the Goa State Pollution Control Board. A Joint Committee Inspection confirmed substantial compliance with environmental norms, and the company has already implemented all recommended measures. This ruling removes the significant operational risk of potential plant closure or relocation that had been pending since May 2024.
Key Highlights
NGT dismissed Original Application No. 80 of 2024 (WZ) regarding alleged environmental pollution at the Goa plant.
Tribunal confirmed no link between company activities and health ailments reported by local applicants.
Joint Committee Inspection recorded zero instances of non-compliance during their assessment.
Company has already complied with all recommendations made by the Joint Inspection Committee.
Management confirmed there is no financial impact or liability resulting from this final order.
👀 What to Watch
This legal victory eliminates a major regulatory overhang and operational risk for the company's Goa facility. Investors can now focus on the company's core operational performance and calcined petroleum coke market trends.
Goa Carbon Q3 FY26 Revenue Jumps 89% QoQ to ₹193.6 Cr; Net Loss Widens to ₹23.4 Cr
Goa Carbon reported a significant sequential increase in revenue to ₹193.6 crore for the quarter ended December 31, 2025, up from ₹102.5 crore in the previous quarter. However, the company's net loss widened to ₹23.4 crore compared to a loss of ₹21.4 crore in Q2 FY26 and ₹8.3 crore in Q3 FY25. High raw material costs of ₹203.6 crore exceeded total revenue, leading to operational losses. Performance was also impacted by significant plant shutdowns at Goa (49 days) and Bilaspur (92 days) for maintenance and optimization.
Key Highlights
Revenue from operations grew 89% QoQ to ₹19,358 lacs, but net loss widened to ₹2,336 lacs.
Cost of materials consumed at ₹20,360 lacs was higher than the total revenue from operations.
Operations were severely hampered by shutdowns at the Goa plant (49 days) and Bilaspur plant (92 days).
Year-to-date (9M) net loss stands at ₹5,272 lacs compared to ₹1,548 lacs in the previous year period.
Other income included a one-time interest on tax refunds amounting to ₹464 lacs.
👀 What to Watch
Investors should exercise caution as the company is struggling with operational profitability, with raw material costs currently exceeding sales. The significant plant shutdowns and widening losses indicate a challenging near-term outlook for the calcined petroleum coke manufacturer.
Goa Carbon Receives 'ACUITE BBB+' Rating for Enhanced Rs 500 Crore Bank Facilities
Acuité Ratings & Research has reaffirmed Goa Carbon's long-term credit rating at 'ACUITE BBB+' and short-term rating at 'ACUITE A2' with a stable outlook. The rating covers an enhanced total quantum of Rs. 500.00 crore in bank facilities, reflecting the company's ability to secure additional credit lines. This includes newly assigned ratings for Rs. 75 crore in facilities from Indian Bank and IDFC First Bank. The stable outlook indicates that the rating agency expects the company to maintain its financial profile in the medium term.
Key Highlights
Long-term rating reaffirmed and assigned at 'ACUITE BBB+' with a Stable outlook
Short-term rating reaffirmed at 'ACUITE A2' for non-fund based limits
Total bank facilities rated increased to a total quantum of Rs. 500.00 crore
New long-term facilities of Rs. 75 crore assigned from Indian Bank and IDFC First Bank
Largest single facility is a Rs. 185 crore Letter of Credit from Bank of India
👀 What to Watch
The reaffirmation of investment-grade ratings on enhanced limits suggests stable creditworthiness and adequate liquidity. Investors should monitor the company's utilization of these enhanced limits for future growth or working capital needs.
Goa Carbon Shareholders Approve ₹750 Crore Borrowing Limit Increase
Goa Carbon Limited shareholders have approved an increase in the company's borrowing limit to ₹750 Crores through a postal ballot. The resolution, along with the authorization to charge assets for securing debt, passed with a near-unanimous 99.98% majority. Additionally, the re-appointment of Mr. Subodh Nadkarni as an Independent Director for a second five-year term was confirmed. This move provides the company with significant financial flexibility for future operations or expansions.
Key Highlights
Shareholders approved an increase in borrowing powers up to ₹750 Crores under Section 180(1)(c).
Board authorized to create or modify charges on company assets to secure future borrowings.
Re-appointment of Mr. Subodh Nadkarni as Independent Director for a 5-year term starting January 2026.
All special resolutions passed with approximately 99.98% of votes cast in favor.
Total votes polled represented 59.80% of the company's total outstanding shares.
👀 What to Watch
Investors should monitor for upcoming capital expenditure announcements or debt-funded expansion projects that may utilize this new borrowing capacity. The strong shareholder mandate reflects high confidence in the current management's strategic direction.
Goa Carbon Shareholders Approve ₹750 Crore Borrowing Limit and Director Re-appointment
Goa Carbon Limited has received shareholder approval via postal ballot to significantly increase its borrowing powers to a limit of ₹750 Crores. The company also secured authorization to create or modify charges on its movable and immovable assets to secure these future borrowings. Additionally, Mr. Subodh Nadkarni was re-appointed as an Independent Director for a second five-year term starting January 7, 2026. All resolutions were passed as Special Resolutions with an overwhelming majority of over 99.98% of the votes cast.
Key Highlights
Shareholders approved increasing the company's borrowing limit to ₹750 Crores under Section 180(1)(c).
Board authorized to create charges on company assets, including undertakings, to secure borrowings.
Re-appointment of Mr. Subodh Nadkarni as Independent Director for a 5-year term was confirmed.
All three special resolutions passed with approximately 99.98% of votes in favor.
A total of 5,472,078 votes were polled during the e-voting process which concluded on December 15, 2025.
👀 What to Watch
Investors should monitor the company's future debt utilization and interest coverage ratios as they tap into the expanded ₹750 Crore borrowing capacity. The high approval rating reflects strong shareholder confidence in the management's financial and governance proposals.
