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Earnings Call

GK Energy Earnings Call: Key Takeaways

GK Energy reported strong FY26 performance, crossing ₹1,500cr revenue with a 20.44% standalone EBITDA margin. Management is shifting toward a scalable asset-light EPC model focusing on solar pumps and rooftop solar.

Why this was an Alfa AlertNot a filter event. Company delivered 13% PAT vs 12% guided, which is a beat but under the 5% material threshold for filter events.
Highlights
Revenue growth40% YoY growth in FY26 standalone revenue.
MarginsGuiding for double-digit net margins; current PAT at 13%.
Order bookCurrent order book at ₹710cr; targeting ₹1,400cr by Q1 end.
Demand visibilityStrong rural demand; 70 lakh system potential countrywide.
Management confidenceHigh; targeting 100% revenue growth in FY27.

Growth

FY26 standalone revenue up 40% YoY to ₹1,532.54cr; PAT grew 51% YoY to ₹201cr.

Outlook

Targeting ₹3,000cr+ revenue in FY27 by doubling system installations; expanding into BESS and megawatt-scale EPC.

Risks

Delays in PM-KUSUM scheme implementation; raw material supply volatility; potential margin pressure from competitive bidding.

Source

Earnings Call filed with NSE, 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