BSECompany Update2d ago · 4 Nov 2026, 07:27 pm
Presentation to be made at the Post Earnings Call attached
Gujarat Pipavav Port Ltd · 533248
✦ AI Summary▲ PositiveResults
Gujarat Pipavav Port Ltd has announced its unaudited financial results for the quarter and half year ended 30th September 2026, showing a 13% increase in revenue and a 24% increase in net profit.
Analysis Scores
Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk3/10
Liquidity Impact9/10
Market Sentiment8/10
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Gujarat Pipavav Port Ltd - 533248 - Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
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4th November 2026
National Stock Exchange of India Limited BSE Limited
Exchange Plaza, Bandra Kurla Complex, 14th Floor, P J Towers,
Bandra (East), Dalal Street, Fort,
Mumbai 400 051 Mumbai 400 001
Scrip Name: GPPL Scrip Code: 533248
Dear Madam/ Sir,
Sub: Submission of Analysts/ Investor Presentation
This is in continuation to the letter dated 19th October 2026 by Gujarat Pipavav Port Limited (‘the
Company’) intimating about the Analyst/ Investor Webinar scheduled on Thursday 5th November
2026.
Kindly find enclosed herewith the Presentation regarding the Unaudited Financial Results of the
Company for the Quarter and Half Year ended 30th September 2026.
The Presentation is being made through a Webinar tomorrow Thursday 5th November 2026 at 1000
Hrs.
The Microsoft Teams link along with the details for connecting into the webinar is as follows:
Join: https://teams.microsoft.com/meet/323636529910925?p=dzePxxgrOFH7o4mGNY
Meeting ID: 323 636 529 910 925
Passcode: Ko2zy7tr
The communication is being uploaded on the Company’s website www.pipavav.com
Thank you,
Yours truly,
For Gujarat Pipavav Port Limited
Manish Agnihotri
Company Secretary & Compliance Officer
APM Terminals Pipavav Registered Office
Gujarat Pipavav Port Ltd. Post Office – Rampara No. 2
504, 5th Floor, Godrej Two, Via Rajula
Pirojshanagar, Vikhroli East, District Amreli
Mumbai, Maharashtra Gujarat 365 560
India 400079 India
CIN: L63010GJ1992PLC018106 CIN: L63010GJ1992PLC018106
www.pipavav.com T +91-2794-242400
www.apmterminals.com F +91-2794-242413
Gujarat Pipavav Port Limited
Result Review
Q2 2026-27
5th November 2026
Disclaimer
Statements in this presentation describing the Company’s objectives,
projections, estimates, expectations may be “forward looking statements”
within the meaning of applicable securities laws and regulations. Actual results
could differ materially from those expressed or implied. Important factors that
could make a difference to the Company's operations include, among others,
economic conditions affecting demand / supply and price conditions in the
markets in which the Company operates, changes in Government regulations,
tax laws and other statutes and incidental factors
page2
Agenda
Key Updates
Volume Development
Profit and Loss Statement
page3
Key Updates
Amount in INR Million
Q2 FY 2027 Vs Q2 FY 2026
CONTAINER (TEUs) DRY BULK (MT)
192,944 942,575
▪ Middle East conflict:
(+18%) (-10%)
• Container: Transhipment volume
• Bulk: Lower fertilizer & Mineral imports
LIQUID (MT) RORO (UNITS)
• Liquid: Lower LPG imports
328,868 58,515
▪ RORO: Higher exports from OEM’s (-15%) (+3%)
▪ Revenue higher by 13%; Higher Container & RORO revenue
REVENUE EBITDA
▪ Expenses higher by 5% 3,391 2,118
(+13%) (+19%)
▪ EBITDA Margin at 62% up by 300 basis point
▪ Excl. Insurance recovery in Prev. Year; Net profit higher by 18%
EBIT NET PROFIT
1,807 1,485
(+24%) (-6%)
page4
Key Updates
YTD FY 2027 Vs YTD FY 2026 Amount in INR Million
CONTAINER (TEUs) DRY BULK (MT)
361,603 1,463,053
▪ Middle East conflict:
(+10%) (-9%)
• Container: Transhipment volume
• Bulk: Lower fertilizer & Mineral imports
LIQUID (MT) RORO (UNITS)
• Liquid: Lower LPG imports
550,048 123,926
▪ RORO: Higher exports from OEM’s
(-32%) (+24%)
▪ Excluding duty benefit scrips revenue & cyclone recovery:
REVENUE EBITDA
• Revenue higher by 16%; Container & RORO
6,709 4,258
• Expenses higher by 9%
(+22%) (+31%)
• EBITDA higher by 21%
• EBIT higher by 27%
EBIT NET PROFIT
• Margin at 62% up by 300 basis point
3,633 2,954
• Net profit higher by 20%
(+39%) (+14%)
page5
Volume Development
Container
Bulk (000 MTs)
200 461 452 500 1,200 1,052
401 450 1,000 914 943
150 346
55 67 69 80 94 300
100 250 600 803 629 451 520 655
150 400 263
50 109 107 97 89 99 274
50 249 285 257 288
0 0 -
Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27
ICD Volume ('000 TEU) Other than ICD Volume ('000 TEU) Number of trains Minerals & Others Fertilizer Total
Liquid - (000 MTs) RoRo (Units)
67,609
388 404 383 65,411
62,163
221 58,515
56,864
Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27
Classification: Confidential
page6
Profit and Loss Statement INR Million
Quarter ended Half Year
Particulars
Sep-26 Jun-26 % Sep-25 % Sep-26 Sep-25 %
Income
Revenue from Operations 3 ,391.52 3 ,317.67 2% 2 ,991.49 13% 6 ,709.19 5 ,492.78 22%
Expenditure
Operating Expenses 626.48 436.88 43% 619.60 1% 1,063.36 1,022.86 4%
Employee benefits expense 263.13 255.50 3% 229.12 15% 518.63 453.75 14%
Other Expenses 383.71 485.46 -21% 366.43 5% 869.17 767.04 13%
Total Expenditure 1 ,273.32 1 ,177.84 8% 1 ,215.15 5% 2 ,451.16 2 ,243.65 9%
EBITDA 2 ,118.20 2 ,139.83 -1% 1 ,776.34 19% 4 ,258.03 3 ,249.13 31%
% 62% 64% 59% 63% 59%
Depreciation 311.03 314 -1% 316.46 -2% 625.15 631.02 -1%
EBIT 1 ,807.17 1 ,825.71 -1% 1 ,459.88 24% 3 ,632.88 2 ,618.11 39%
Other Income 211.40 154.53 37% 242.07 -13% 365.93 453.10 -19%
Finance Cost 10.42 7.17 45% 14.65 -29% 17.59 33.35 -47%
Exceptional Item - - - 431.35 -100% - 431.35 -100%
Profit Before Tax 2 ,008.15 1 ,973.07 2% 2 ,118.65 -5% 3 ,981.22 3 ,469.22 15%
Tax Expense 507.13 504.30 1% 535.59 -5% 1,011.43 878.88 15%
Other comprehensive income, net of tax -16.17 - - -6.65 143% -16.17 -6.65 143%
Net Profit 1 ,484.85 1 ,468.77 1% 1 ,576.41 -6% 2 ,953.62 2 ,583.68 14%
page7
Thank you