| Revenue growth | 63% YoY |
|---|---|
| Margins | EBITDA margin expansion noted |
| Demand visibility | Strong Morbi ceramic recovery |
| Management confidence | High |
Growth
Revenue jumped 63% YoY to ₹9,670 Cr; EBITDA rose 65% to ₹1,482 Cr; PAT surged 78% to ₹998 Cr.
Outlook
Ongoing expansion in CGD with 844 stations; significant wind power capacity of 123.9 MW; debt-free balance sheet with ₹7,000+ Cr cash.
Risks
Middle East geopolitical crisis impacts; vulnerability of gas sourcing costs and industrial volume fluctuations.
Last quarter's promises, checked
Delivered
- Guided CGD Capex ~₹1,000 Cr → delivered ₹640 Cr (FY26) (= BEAT)
- Targeted integrated energy positioning → delivered Ministry name change approval (= BEAT)
- Guided 1.36 MTPA LNG ramp-up start in '26 → delivered contract activation (= BEAT)
Partly delivered
- Guided Morbi volume 8.8-8.9 MMSCMD → delivered 8.0 MMSCMD (= PARTIAL)
- Guided 25-30% trading growth by 2030 → delivered 18% volume growth YoY (= PARTIAL)
Investor Presentation filed with BSE, NSE: GUJENERGY. Summary written with AI assistance from the document.
Gujarat Energy Ltd: key numbers
- Share price
- ₹236.02
- Market cap
- ₹22,144 Cr
- Revenue (annual)
- ₹23,614 Cr
- Net profit (annual)
- ₹1,678 Cr
- P/E (TTM)
- 11.7×Sector 25.1×
- Promoter holding
- 38.94%-21.95% QoQ
- FII holding
- 10.85%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 Board Meeting Date
Gujarat Energy Ltd has scheduled a Board Meeting for November 5, 2026, to consider and approve the financial results for the quarter and half year ending September 2026.
Gujarat Energy Annual General Meeting
Gujarat Energy Limited has issued notice for its 14th Annual General Meeting scheduled for September 29, 2026, to transact agenda items including dividend declaration.
Gujarat Energy Annual Report
Gujarat Energy Limited submitted its Annual Report for the financial year 2025-26, including the notice for the 14th Annual General Meeting scheduled for September 29, 2026.
Gujarat Energy Other Announcement
Gujarat Energy Limited provides a guidance note to shareholders regarding the apportionment of the cost of acquisition for tax purposes post-demerger of its transmission business.
Gujarat Energy Investor Presentation: Key Takeaways
Gujarat Energy Limited reported Q1 FY27 revenue of INR 9,670 crores (up 63% YoY) and PAT of INR 998 crores (up 78% YoY) following its recent merger.
Gujarat Energy Q1 FY27 Results: Net Profit ₹1,007 Cr, Up 84.2% YoY
Gujarat Energy Ltd reported revenue from operations of ₹9,771 Cr (+61.6% YoY) and net profit of ₹1,007 Cr (+84.2% YoY) for Q1 FY27.
- Key figure
- Net profit ₹1,007 Cr · +84.2% YoY