| Revenue growth | 63% YoY |
|---|---|
| Margins | EBITDA margin expansion noted |
| Demand visibility | Strong Morbi ceramic recovery |
| Management confidence | High |
Growth
Revenue jumped 63% YoY to ₹9,670 Cr; EBITDA rose 65% to ₹1,482 Cr; PAT surged 78% to ₹998 Cr.
Outlook
Ongoing expansion in CGD with 844 stations; significant wind power capacity of 123.9 MW; debt-free balance sheet with ₹7,000+ Cr cash.
Risks
Middle East geopolitical crisis impacts; vulnerability of gas sourcing costs and industrial volume fluctuations.
Last quarter's promises, checked
Delivered
- Guided CGD Capex ~₹1,000 Cr → delivered ₹640 Cr (FY26) (= BEAT)
- Targeted integrated energy positioning → delivered Ministry name change approval (= BEAT)
- Guided 1.36 MTPA LNG ramp-up start in '26 → delivered contract activation (= BEAT)
Partly delivered
- Guided Morbi volume 8.8-8.9 MMSCMD → delivered 8.0 MMSCMD (= PARTIAL)
- Guided 25-30% trading growth by 2030 → delivered 18% volume growth YoY (= PARTIAL)
Investor Presentation filed with BSE, NSE: GUJENERGY. Summary written with AI assistance from the document.
Gujarat Energy Ltd: key numbers
- Share price
- ₹229.97
- Market cap
- ₹21,576 Cr
- Revenue (annual)
- ₹23,614 Cr
- Net profit (annual)
- ₹1,678 Cr
- P/E (TTM)
- 11.4×Sector 24.7×
- 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.
More from Gujarat Energy Ltd
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