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Earnings Call

GMR Power and Urban Infra Earnings Call: Key Takeaways

GMR Power & Urban Infra reported Q4FY26 total income of INR 20.7bn, up 11% YoY. Strategy shifting to GPUIL 2.0 focusing on Smart Metering, Smart Mobility, and Renewable Energy.

Why this was an Alfa AlertNot a filter event. Results are reported vs previous periods, not against specific management-guided numerical targets.
Highlights
Revenue growth11% YoY in Q4FY26; 13% YoY in FY26.
MarginsConsolidated EBITDA margins stable at 25% for Q4FY26.
Order bookSmart Meter contract value ~INR 75.9bn; DFCC claim INR 28.28bn.
Demand visibilityStrong pipeline in Smart Metering (7.57Mn meters) and EV charging.
Management confidenceHigh for 'GPUIL 2.0' transition into green energy and smart infrastructure.

Growth

FY26 income grew 13% YoY to INR 77.5bn. Q4FY26 EBITDA rose 3% YoY to INR 5.2bn with 25% margins.

Outlook

Focus on 7.57Mn smart meter rollout, EV charging solutions, and monetizing ~347 acres in Krishnagiri SIR.

Risks

13.3% YoY traffic decline in Ambala Chandigarh toll road; reduction in Late Payment Surcharge impacted Energy segment EBITDA.

Source

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

Read the document ↗

GMR Power and Urban Infra Ltd: key numbers

Share price
₹102.68
Market cap
₹8,019 Cr
Revenue (annual)
₹7,332 Cr
Net profit (annual)
₹600.3 Cr
P/E (TTM)
14.2×Sector 25.1×
Promoter holding
46.28%+0.00% QoQ
FII holding
16.00%Current quarter

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

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