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Investor Presentation

GK Energy Investor Presentation: Key Takeaways

GK Energy reported Q1 FY27 standalone revenue of ₹5,052 Mn (71.1% YoY growth) and PAT of ₹597 Mn (61.5% YoY growth).

Guidance and delivery
Management target Revenue 2030
Highlights
Revenue growth71.1% YoY in Q1 FY27.
MarginsEBITDA margin at 17.05% for Q1 FY27.
Order book₹5,410 Mn including post-June 2026 orders.
Demand visibilityStrong acceleration in PM Surya Ghar and PM KUSUM schemes.
Management confidenceHigh; leveraging asset-light OEM/ODM model.

Growth

FY26 standalone revenue grew 40% YoY to ₹15,325 Mn; PAT increased 51.1% to ₹2,013 Mn.

Outlook

Targeting 292 GW solar installations by 2030; current order book stands at ₹541 Cr as of June 30, 2026.

Risks

Debtor days at 140 days reflect long government-linked project receivables cycles.

Last quarter's promises, checked

Delivered

  • Guided 2-digit margins → delivered 13% PAT / 20.44% EBITDA (= BEAT)
  • Guided 60k+ system installations for FY26 → delivered 61,000+ (= BEAT)
  • Guided net surplus cash position → delivered ₹240 Cr cash vs ₹155 Cr debt (= BEAT)

Partly delivered

  • Guided 140-150 days working capital → delivered 112-180 days range (= PARTIAL)

Missed

  • Guided 70k-75k pump installations → delivered 61,000 (= MISS)
Source

Investor Presentation 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