News: GPPL's Q4FY22 revenues grew 31% QoQ to Rs. 221 crore, led by 2.2x growth in the bulk segment and 4% growth in container segment. Subsequently, absolute EBITDA grew 49% to Rs.129 crore (EBITDA margins expanded 700 bps QoQ to 58.4%, led by higher operating leverage). PAT grew 67% QoQ to Rs. 74 crore. The company reported an exceptional income of Rs. 5.2 crore (related to insurance claim) vs an exceptional income of Rs. 9.9 crore in Q3
Views: While global Exim supply chain continued to stay disrupted in Q4; minerals, coal and fertiliser saw strong rebound in volumes. Liquid also saw 44% growth in volumes , led by higher LPG volumes. The management commentary regarding any certainty on its “concession agreement” with GMB, remains a key trigger to watch
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