ALFA Finder| Margins | EBITDA/SCM at ₹6.16; guided long-term CGD margins ₹5.0-₹6.5. |
|---|---|
| Demand visibility | Strong Morbi demand at ~8 mmscmd; further 10% potential gap. |
| Management confidence | High following successful merger and integrated energy positioning. |
Growth
FY26 EBITDA rose to ₹3,772cr from ₹3,241cr YoY; Q4 CNG volumes hit a record 3.6 mmscmd (up 12% YoY).
Outlook
Guided FY27 CGD capex of ₹1,000cr; aiming for 25-30% gas trading growth by 2030-31; pursuing propane infrastructure and Henry Hub volumes.
Risks
Gas market instability from Middle East conflicts; loss of 2 LNG cargoes in May/June 2026; propane price competition.
Last quarter's promises, checked
Delivered
- Guided EBITDA margin ₹5.5-₹6.5/SCM → delivered ₹6.16 (= BEAT)
- Guided FY26 Capex ₹650-700cr → delivered ₹1,000cr total project scope (= BEAT)
- Guided 13% CNG growth → delivered 12% YoY (record 3.6 mmscmd) (= BEAT)
Partly delivered
- Guided Morbi volume recovery to 3.0-3.2 mmscmd → delivered recovery but faces propane competition (= PARTIAL)
Earnings Call filed with BSE, NSE: GUJGASLTD. Summary written with AI assistance from the document.
Gujarat Energy Ltd: key numbers
- Share price
- ₹237.48
- Market cap
- ₹22,281 Cr
- Revenue (annual)
- ₹23,614 Cr
- Net profit (annual)
- ₹2,019 Cr
- P/E (TTM)
- 10.5×Sector 21.7×
- Promoter holding
- 38.94%+0.00% QoQ
- FII holding
- 11.94%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Gujarat Energy Ltd
All →Gujarat Energy Earnings Call Transcript: Key Takeaways
Revenue +59% and PAT +22% to ₹639 Cr, driven by CGD and gas trading. Morbi industrial demand collapsed and trading margins fell below guidance. Management was defensive on the GSFS treasury link.
Gujarat Energy Results Update
Gujarat Energy Limited reported 59.4% YoY revenue growth to Rs.9,826 crore in Q2 FY27, with PAT up 21.8%. The filing is a press release on unaudited Q2 and H1 FY27 results.
Gujarat Energy Q2 FY27 Results: Net Profit ₹489.8 Cr, Up 26.0% YoY
Gujarat Energy Ltd reported revenue from operations of ₹9,857 Cr (+59.7% YoY) and net profit of ₹489.8 Cr (+26.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹489.8 Cr · +26.0% YoY
Gujarat Energy Other Announcement
Gujarat Energy appointed EY as investor relations agency and Veritas Reputation as PR agency. The appointments aim to strengthen investor engagement and media communication.
Gujarat Energy Management Change
Gujarat Energy's Executive Director B. N. Patel, IAS ceased in office effective immediately after transfer. The change affects senior management, with no financial impact disclosed.
Gujarat Energy Business Update
Gujarat Energy paid a record Rs. 324 Crores dividend to the Government of Gujarat for FY 2025-26, marking a major financial milestone for the company.
- Value
- ₹324.0 Cr