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Earnings Call

Gujarat Industries Power Company Earnings Call: Key Takeaways

GIPCL is pivoting from legacy thermal/gas to massive renewable expansion in Khavda. While the Khavda phase 1 is operational, massive capex and rising debt are set to suppress net profitability in the medium term.

Guidance and delivery
Management target Revenue 30.0% FY27
Highlights
Revenue growth450 Cr incremental revenue expected from Khavda 600MW solar project.
MarginsStructural expansion expected as higher-margin solar capacity replaces stagnant thermal.
Demand visibilityStrong; PPA signed for 25 years with GUVNL for entire capacity.
Management confidenceBalanced; realistic about infrastructure bottlenecks and interest cost headwinds.

Growth

Top-line growth driven by 600MW Khavda solar commissioning; EBITDA projected to nearly triple to 1,000 Cr by FY27.

Outlook

Projected EBITDA of 950-1000 Cr by FY27 assuming full 1,100MW solar capacity becomes operational.

Risks

Grid evacuation delays by PGCIL and high interest/depreciation costs as 1,100MW solar goes live.

Source

Earnings Call filed with BSE, NSE: GIPCL. Summary written with AI assistance from the document.

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Gujarat Industries Power Company Ltd: key numbers

Share price
₹185.84
Market cap
₹2,885 Cr
Revenue (annual)
₹1,491 Cr
Net profit (annual)
₹402.4 Cr
P/E (TTM)
5.7×Sector 25.1×
Promoter holding
56.57%+0.00% QoQ
FII holding
2.88%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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14:48 IST BSE
Board Meeting Outcome

Gujarat Industries Power Company Board Meeting Outcome

Gujarat Industries Power Company Limited appointed Dr. Rajender Kumar as an Additional Director (Nominee of GSFC), effective September 19, 2026.

13:34 IST BSE
Management Change

Gujarat Industries Power Company Management Change

Independent Director Shri Narendra Nath Misra has ceased to be a Director on the Board of Gujarat Industries Power Company Ltd upon his tenure completion.

13:28 IST BSE
Annual General Meeting

Gujarat Industries Power Company Annual General Meeting

Gujarat Industries Power Company Ltd held its 41st Annual General Meeting on September 19, 2026. The meeting covered standard resolutions, including financial statement adoption and director appointments.

16:15 IST BSE
Annual General Meeting

Gujarat Industries Power Company Annual General Meeting

GIPCL informs physical shareholders about its 41st Annual General Meeting scheduled for September 19, 2026. The company also reminds shareholders to update their mandatory KYC details.

18:03 IST BSE
Financial Results

Gujarat Industries Power Company Q1 FY27 Results: Net Profit ₹157.9 Cr, Up 174.6% YoY

Gujarat Industries Power Company Ltd reported revenue from operations of ₹499.3 Cr (+34.4% YoY) and net profit of ₹157.9 Cr (+174.6% YoY) for Q1 FY27.

Key figure
Net profit ₹157.9 Cr · +174.6% YoY
17:28 IST BSE
Financial Results

Gujarat Industries Power Company Q4 FY26 Results: Net Profit ₹326.8 Cr, Up 368.9% YoY

Gujarat Industries Power Company Ltd reported revenue from operations of ₹428.3 Cr (+26.6% YoY) and net profit of ₹326.8 Cr (+368.9% YoY) for Q4 FY26.

Key figure
Net profit ₹326.8 Cr · +368.9% YoY