| 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
- ₹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.
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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