Ethanol price stagnation vs rising cane costs
Government has not revised ethanol prices for 2-3 years while cane costs have risen, pressuring ethanol margins. Management expects industry to request a price hike.
GODAVARIBIOREFINERIES / Q3-FY26 / risks
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Godavari Biorefineries · Material risks, their source context, and severity in the latest available quarter.
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Delay in grain-based distillery commissioning
The grain-based distillery was expected in Q3 FY26 but delayed to next quarter due to vendor equipment delays, impacting capacity utilization plans.
Competition and cash burn in consumer business
Analyst questioned potential cash burn in scaling the Jivana brand in a competitive market. Management stated it is growing without burning cash, with incremental spend in single-digit crores.