Godawari Power & Ispat Ltd.
NSE: GPILGodawari Power & Ispat Ltd.: A 30-second snapshot
Godawari Power and Ispat (GPIL), an integrated steel and power producer, trades at ₹287.9, up 45.5% over the past year with a trailing PE of 24.4 — the lowest in its 6-peer Infrastructure grouping. The business carries a D/E of 3.643, negative 5-year revenue growth (-12.2%), and a quality score of 26, while a forward PE of 13.3 implies the market is pricing in a material earnings recovery.
P/E
24.4
Forward P/E
13.3
ROE
—
Debt / Equity
3.64
Profit Margin
+14.2%
Div. Yield
+0.3%
5Y ROE > 15%
4/5
5Y FCF > 0
4/5
Quality
41/100
News
8 headlines · 3 positive · 1 negative
Godawari Power: ₹150 Cr BESS Fund Use Confirmed, CARE Ratings Flags Linkage Query - Whalesbook
Whalesbook
Godawari Power Share: Energy Storage mein entry! Deal hui pakki, Stock par kya hai update? - Whalesbook
Whalesbook
Godawari Power & Ispat Secures BESS Supply Deal for Energy Storage Push - Whalesbook
Whalesbook
Godawari Power Subsidiary Signs Supply Agreement for Battery Energy Storage System Components - scanx.trade
scanx.trade
EVE Energy lands 8 GWh India storage cell order, 60 GWh tie-up possible - ESS News
ESS News
Recent context
- ·A subsidiary secured a supply agreement for Battery Energy Storage System (BESS) components in April 2026, deploying ₹150 crore; CARE Ratings subsequently flagged a query regarding the fund-use linkage, which remains an open item per May 2026 reporting.
- ·EVE Energy landed an 8 GWh India storage cell order with a 60 GWh tie-up possible (May 2026), contextualising the broader BESS supply chain in which GPIL's subsidiary is participating — though GPIL's specific role in that larger order is not established.
- ·News sentiment across 8 articles skews neutral-to-positive (3 positive, 4 neutral, 1 negative), with the dominant narrative being the energy-storage diversification move rather than core steel or power operations.
Strengths
- +Trailing PE of 24.4 is the most compressed in the 6-peer Infrastructure sector comparison (L&T: 33.4; BEL: 51.9; ABB: 86.8; CG Power: 108.5; Cummins: 66.5), representing a 27% discount to the next-lowest peer.
- +Forward PE of 13.3 versus trailing PE of 24.4 implies approximately 83% earnings growth embedded in consensus forecasts — a significant re-rating catalyst if delivered.
- +Debt trend is classified as falling, and FCF was positive in 4 of available years, suggesting the elevated D/E of 3.643 is on a declining trajectory rather than worsening.
- +Stock is above both the 50-DMA (₹279.88) and 200-DMA (₹254.95), with a 52-week drawdown of only -7.95% and a 3-month gain of 11.5%, indicating near-term price momentum alignment with the longer-term trend.
Weaknesses
- −D/E of 3.643 is elevated for an industrial producer; combined with 5-year revenue growth of -12.2% and 5-year earnings growth of -3.8%, the balance sheet carries meaningful refinancing and operating risk if the earnings recovery does not materialise.
- −Quality score of 26 ranks 4th of 6 peers in the Infrastructure sector, with only Cummins India (24) scoring lower among those with available data — placing GPIL in the bottom tier of peer quality.
- −Consistency score of 48 and ROE above 15% in only 4 of available years reflect a cyclical and uneven earnings profile; the steel sector is inherently sensitive to commodity price and demand cycles.
- −Analyst coverage is thin: a single analyst is tracked with no consensus rating available, meaning there is insufficient sell-side data to assess directional sentiment or estimate dispersion.
Open questions
- ?Does the forward PE of 13.3 reflect a genuine step-change in earnings from the BESS or steel segments, or does it depend on commodity price assumptions that may not hold through the forecast period?
- ?Is the falling debt trend progressing fast enough to bring D/E below the 2.0 threshold within the next two to three years, and what covenants or refinancing events sit between now and then?
- ?How material is the ₹150 crore BESS investment relative to total capital employed, and does the CARE Ratings fund-use query represent a routine clarification or a sign of governance concern around capital allocation?
- ?Given that 5-year revenue and earnings growth are both negative, what structural change — cost reduction, capacity addition, or new segment revenue — is expected to drive the implied earnings recovery priced into the forward multiple?
Peer comparison: Infrastructure
Ranks 4 of 6 on quality| Symbol | Name | P/E | ROE | Quality |
|---|---|---|---|---|
| GPIL | Godawari Power & Ispat Ltd.You're viewing | 24.4 | — | 26 |
| Industry avg | across 5 peers | 69.4 | +18.3% | 40 |
| BEL | Bharat Electronics Ltd. | 51.9 | — | 57 |
| ABB | ABB India Ltd. | 86.8 | — | 47 |
| CGPOWER | CG Power and Industrial Solutions Ltd. | 108.5 | +19.6% | 45 |
| LT | Larsen & Toubro Ltd. | 33.4 | +16.9% | 26 |
| CUMMINSIND | Cummins India Ltd. | 66.5 | — | 24 |
Technical state
Current price
₹287.90
SMA 50
₹279.88
SMA 200
₹254.95
RSI (14)
47.2 (neutral)
From 52w high
-8.0%
1Y return
+45.5%
3M return
+11.5%
50-DMA
Above
200-DMA
Above
Algorithmic support levels
Algorithmic resistance levels
Risk flags
- highD/E of 3.643 is elevated; 5-year revenue growth is -12.2% and 5-year earnings growth is -3.8%, indicating sustained contraction on both top-line and bottom-line over the medium term.
- highQuality score of 26 (4th of 6 in the Infrastructure peer set) places GPIL in the bottom tier of sector quality; only Cummins India (24) scores lower among peers with available data.
- mediumROE is unavailable for the current period; historical ROE above 15% in only 4 of available years and FCF positive in 4 years; consistency score of 48 reflects uneven capital efficiency across cycles.
- medium1-year price change and ROE are unavailable for all 5 sector peers, limiting relative performance ranking to PE (1st of 6) and quality score (4th of 6) only.
- lowNews total of 8 articles (3 positive, 4 neutral, 1 negative) is sparse; recent coverage is concentrated around the BESS/energy-storage subsidiary narrative, limiting sentiment signal breadth.
Cross-section contradictions
- Trailing PE of 24.4 is the lowest among 6 Infrastructure peers (next: L&T at 33.4), yet 5-year revenue growth stands at -12.2% and 5-year earnings growth at -3.8% — an unusual pairing of relative valuation cheapness alongside sustained fundamental contraction.
- Stock is up 45.5% over 1 year and trades above both the 50-DMA (279.88) and 200-DMA (254.95) with a drawdown of only -7.95% from the 52-week high, while 5-year revenue and earnings trends are both negative — price momentum and fundamental trajectory diverge materially.
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Market data sourced from public feeds; consult a registered adviser before any investment decision.
Fundamentals & technicals: refreshed 24 Jun 2026 · refreshed daily at 01:00 IST
AI synthesis (narrative, snapshot, strengths/weaknesses, peer ranking): generated 17 May 2026 · rotates through NIFTY 500 every ~5 days