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Investor Presentation

GMR Power and Urban Infra Investor Presentation: Key Takeaways

Q1FY27 income at INR 17.5bn (down 1% YoY), EBITDA INR 5.0bn. Focus remains on smart metering implementation and energy asset efficiency.

Highlights
MarginsConsolidated EBITDA margins at 28%; Kamalanga 36%, Warora 37%.
Order book7.57Mn smart meters; contract value ~INR 75.9bn across 22 UP districts.
Demand visibilityStrong energy demand; PLF at 90% for Warora, 87% for Kamalanga.

Growth

Total income down 1% YoY; energy revenue dipped to INR 13.9bn, while smart meter revenue rose to INR 2.3bn.

Outlook

Targeting 31 March 2028 for smart meter milestones; evaluating solar-wind hybrid projects and brownfield thermal expansion of 350MW.

Risks

High net debt of INR 93bn; ongoing litigation regarding Ambala-Chandigarh traffic diversion and DFCC prolongation claims.

Source

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

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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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