ALFA Finder| Revenue growth | Revenue +59% YoY to ₹9,826 Cr; gas trading-led, price pass-through heavy. |
|---|---|
| Margins | Gas trading margin ~4% in Q2, below 5-6% guidance; CGD ~4.7/SCM. |
| Demand visibility | Morbi industrial demand fell to ~1 MMSCMD; CNG growth steady. |
| Management confidence | Balanced to defensive; denied GSFS-GSPC link, deferred several breakdowns. |
Growth
Revenue +59% to ₹9,826 Cr, mostly gas trading (+84%). CGD volumes +24% and EBITDA +20%, with price pass-through heavy.
Outlook
FY27 capex ~₹1,000 Cr; 0.8 MTPA LNG from FY28 at $7–9/MMBtu DES; CBG capex up to ₹100 Cr.
Risks
Morbi volumes fell from ~8 to ~1 MMSCMD; trading margin ~4% vs 5-6% guidance; Qatar LNG disruption.
Last quarter's promises, checked
Partly delivered
- Guided 4–5% gas trading margin → ~4%, low end (= PARTIAL)
- Guided >75 new CNG stations FY27 → 18 added H1 (= PARTIAL)
- Guided ~₹1,000 Cr FY27 CGD capex → ₹181 Cr Q2 capex (= PARTIAL, too early to judge)
Missed
- Guided ~3 mmscmd Morbi run-rate → ~1 MMSCMD (= MISS)
- Guided ₹5.5–6.5/SCM CGD EBITDA → ~₹4.7/SCM (= MISS)
- Guided 12–13% CNG growth → ~11% (= MISS)
Earnings Call Transcript filed with NSE, NSE: GUJENERGY. Summary written with AI assistance from the document.
Gujarat Energy Ltd: key numbers
- Share price
- ₹216.18
- Market cap
- ₹20,283 Cr
- Revenue (annual)
- ₹23,614 Cr
- Net profit (annual)
- ₹2,019 Cr
- P/E (TTM)
- 9.6×Sector 21.9×
- 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 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
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Gujarat Energy Management Change
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Gujarat Energy Business Update
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- Value
- ₹324.0 Cr
Gujarat Energy Promoter Reclassification
Gujarat Energy received NSE and BSE no-objection for reclassifying GSEG from promoter to public category. The move shifts 13,32,235 shares (0.14%) out of the promoter group.