| Management target | Revenue 100.0% FY27 |
|---|
| Revenue growth | Revenue jumped 71.1% YoY to ₹505 Cr in Q1FY27. |
|---|---|
| Margins | EBITDA margin 17.05%; PAT increased 61.6% YoY. |
| Order book | Order book stands at ₹541 Cr including post-June receipts. |
| Demand visibility | Strong visibility from government schemes; H2 historically contributes bulk of revenue. |
| Management confidence | Confident, relying on PM KUSUM 2.0 to drive H2 performance. |
Growth
Revenue grew 71.1% YoY to ₹505 Cr, while pump installations more than doubled to 24,118 systems.
Outlook
Management aims for ₹3,000 Cr revenue and doubling FY26 revenue in FY27.
Risks
Heavy dependence on PM KUSUM 2.0 timelines and falling per-pump realizations could squeeze margins if volumes plateau.
Last quarter's promises, checked
Delivered
- Guided 15,000 monthly installation capacity → delivered 24,118 systems in Q1FY27 (= BEAT)
- Guided double-digit net margins → delivered 11.4% PAT margin (= BEAT)
- Guided H1 FY27 revenue of ₹1,000-1,200 Cr → delivered ₹505 Cr in Q1 (on track) (= BEAT)
Partly delivered
- Guided doubling FY26 revenue to ₹3,000 Cr → Q1 revenue ₹505 Cr (requires H2 surge) (= PARTIAL)
- Guided 140 days working capital cycle → delivered ₹505 Cr revenue with reduced debt but realization pressure (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: GKENERGY. Summary written with AI assistance from the document.
GK Energy Ltd: key numbers
- Share price
- ₹114.63
- Market cap
- ₹2,325 Cr
- Revenue (annual)
- ₹1,715 Cr
- Net profit (annual)
- ₹204.3 Cr
- P/E (TTM)
- 10.3×Sector 53.9×
- Promoter holding
- 79.20%+0.00% QoQ
- FII holding
- 1.30%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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