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Earnings Call

GK Energy Earnings Call: Key Takeaways

GK Energy delivered strong FY26 growth, crossing ₹200cr PAT for the first time. Management is aggressively targeting ₹3000cr revenue in FY27 by pivoting toward rooftop solar and smart scheme segments.

Highlights
Revenue growthFY26 standalone revenue grew 40% YoY to ₹1532.5cr.
MarginsEBITDA margins expanded to 20.44% from 18.64% YoY.
Order bookCurrent order book stands at ₹710cr including post-April wins.
Demand visibilityStrong demand in Maharashtra/MP; shifting focus to PM-Surya Ghar rooftop solar.
Management confidenceHighly optimistic, targeting 100% revenue growth for the next fiscal year.

Growth

FY26 standalone revenue grew 40% YoY to ₹1532cr, with PAT expanding 51% YoY to ₹201cr.

Outlook

Targeting 120,000-140,000 pump installations and ₹3000cr+ total revenue in FY27.

Risks

Heavy dependence on Maharashtra/MP state tenders and potential execution delays due to raw material volatility.

Source

Earnings Call filed with BSE, NSE: GKENERGY. Summary written with AI assistance from the document.

Read the document ↗

GK Energy Ltd: key numbers

Share price
₹123.68
Market cap
₹2,508 Cr
Revenue (annual)
₹1,715 Cr
Net profit (annual)
₹204.3 Cr
P/E (TTM)
11.1×Sector 53.6×
Promoter holding
79.20%+0.00% QoQ
FII holding
1.30%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from GK Energy Ltd

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18:33 IST NSE
New Order Win

GK Energy Bags ₹42.84 Cr Order from Maharashtra State Electricity Distribution Company Limited

GK Energy Limited received a Letter of Award from Maharashtra State Electricity Distribution Company for 150 MW / 300 MWh BESS, generating ₹42.84 Crore yearly revenue.

Value
₹42.84 Cr
From
Maharashtra State Electricity Distribution Company Limited
Execution
15 years
Battery Energy Storage Systems capacity
150.0 MW
13:09 IST NSE
New Order Win

GK Energy Bags ₹642.6 Cr Order from Maharashtra State Electricity Distribution Company Limited

GK Energy received a Letter of Award from MSEDCL for 150 MW/300 MWh BESS in Maharashtra. The 15-year contract yields ₹42.84 Crore/year, totalling ₹642.6 Crore.

Value
₹642.6 Cr
From
Maharashtra State Electricity Distribution Company Limited
Execution
18 months to commission; 15-year revenue period from COD
BESS capacity
150 MW
17:50 IST BSE
Earnings Call

GK Energy Investor Presentation: Key Takeaways

GK Energy reported record Q1 revenue of INR 505 Cr, up 71.1% YoY. Management is pursuing an asset-light OEM/ODM model, focusing on solar pumps and expanding into rooftop solar.

Call
Guides 100% growth
18:53 IST NSE
Earnings Call

GK Energy Earnings Call Transcript: Key Takeaways

GK Energy delivered a 71% revenue surge in Q1FY27, though high volume growth is being offset by lower per-pump realizations due to competitive pressures.

Call
Guides 100% growth