GKENERGYNSEGK Energy LimitedMediumNeutral
Announced Tue, 19 May · 12:14 IST

GK Energy Limited has informed the Exchange about Transcript of the Earnings Conference Call held on May 13, 2026.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

GKENERGY · price

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Price reaction · full curve 14 horizons · vs prior close
+3.9%1-day move
₹121.54
prior close
₹126.02
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AI summary

GK Energy reported FY26 standalone revenue of INR 1,532.54 crores (40% YoY growth), EBITDA of INR 313 crores (53.49% growth) with margins expanding to 20.44% from 18.64% in FY25, and PAT of INR 201 crores (51% growth). Q4 installed 17,018 systems (15% YoY growth). FY26 total installations reached 61,000+ systems (276 MW), cumulative 617 MW installed. Working capital stood at ~140 days. The company ended FY26 with net cash of INR 240 crores (vs net debt of INR 155 crores in FY25). Order book currently at INR 710 crores. Management guided for FY27 target of ~INR 3,000 crores revenue by doubling pump installations to 1.2-1.4 lakh units and growing rooftop solar under the Maharashtra Smart Scheme. Management committed to maintaining double-digit EBITDA margins going forward.

Likely market impact

Strong execution with margin expansion and a clear FY27 growth target of near-doubling revenue provides positive signals for investors, though the company's heavy reliance on Maharashtra state schemes (Magel Tyala) and the delayed PM-KUSUM introduce execution risk.