| Management target | Revenue 100.0% FY27 |
|---|
| Revenue growth | Revenue jumped 71.1% YoY to ₹505 Cr in Q1FY27. |
|---|---|
| Margins | EBITDA margin 17.05%; PAT increased 61.6% YoY. |
| Order book | Order book stands at ₹541 Cr including post-June receipts. |
| Demand visibility | Strong visibility from government schemes; H2 historically contributes bulk of revenue. |
| Management confidence | Confident, relying on PM KUSUM 2.0 to drive H2 performance. |
Growth
Revenue grew 71.1% YoY to ₹505 Cr, while pump installations more than doubled to 24,118 systems.
Outlook
Management aims for ₹3,000 Cr revenue and doubling FY26 revenue in FY27.
Risks
Heavy dependence on PM KUSUM 2.0 timelines and falling per-pump realizations could squeeze margins if volumes plateau.
Last quarter's promises, checked
Delivered
- Guided 15,000 monthly installation capacity → delivered 24,118 systems in Q1FY27 (= BEAT)
- Guided double-digit net margins → delivered 11.4% PAT margin (= BEAT)
- Guided H1 FY27 revenue of ₹1,000-1,200 Cr → delivered ₹505 Cr in Q1 (on track) (= BEAT)
Partly delivered
- Guided doubling FY26 revenue to ₹3,000 Cr → Q1 revenue ₹505 Cr (requires H2 surge) (= PARTIAL)
- Guided 140 days working capital cycle → delivered ₹505 Cr revenue with reduced debt but realization pressure (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: GKENERGY. Summary written with AI assistance from 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
All →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
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
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
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).
GK Energy Q1 FY27 Results: Net Profit ₹59.6 Cr, Up 59.8% YoY
GK Energy Ltd reported revenue from operations of ₹505.2 Cr (+55.5% YoY) and net profit of ₹59.6 Cr (+59.8% YoY) for Q1 FY27.
- Key figure
- Net profit ₹59.6 Cr · +59.8% YoY
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.