ALFA Finder| Revenue growth | 63% YoY |
|---|---|
| Margins | Trading margins elevated this quarter; CGD guidance 5.5-6.5 Rs/scm. |
| Demand visibility | Strong in CNG and domestic PNG; industrial demand sensitive to alternate fuels. |
| Management confidence | High following successful merger integration and sourcing strength. |
Growth
Revenue grew 63% YoY to INR 9,670 Cr; EBITDA rose 65% to INR 1,482 Cr.
Outlook
Guided for INR 1,100-1,200 Cr gas trading margins and INR 1,000 Cr CGD capex for FY27.
Risks
Propane availability improving poses competition to industrial gas volumes in Morbi; geopolitical volatility affecting LNG prices.
Last quarter's promises, checked
Delivered
- Guided CGD EBITDA 5.5-6.5 Rs/scm → delivered 6.16 Rs/scm (= BEAT)
- Guided gas trading margin 4-6% → delivered 10.5% (= BEAT)
- Guided CGD capex INR 1,000 Cr → delivered INR 1,000 Cr (= BEAT)
Partly delivered
- Targeted 25-30% long-term trading growth → delivered 63% revenue growth but volume mix shifting (= PARTIAL)
Missed
- Guided industrial pricing power → delivered Morbi gas Rs 78 vs Propane Rs 65 (= MISS)
Investor Presentation filed with NSE, NSE: GUJENERGY. 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