GMRP&UIBSEGMR Power and Urban Infra LtdHighNeutral
Announced Thu, 21 May · 18:30 IST

Approval of Audited financial results (Standalone & Consolidated) for the quarter and year ended March 31, 2026

Emphasis Of MatterRevenue DeclinePat NegativeEbitda Margin CompressionExceptional ItemContingent Liabilities IncreasedResults View source PDF

GMRP&UI · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-7.1%1-day move
₹116.25
prior close
₹114.66
base price
After-mkt
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-1.0-1.7-3.4-4.8-7.1-8.0-5.8-6.3-5.1-6.0-8.8-12.5-13.1
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AI summary

GMR Power and Urban Infra Ltd reported a standalone net loss of Rs. 149.57 crore for FY2026, a sharp reversal from a net profit of Rs. 746.60 crore in the prior year. Revenue from operations declined 23.6% to Rs. 367.28 crore (FY2025: Rs. 480.89 crore). EBITDA turned negative at Rs. (118.23) crore. The auditors from Walker Chandiok & Co LLP issued an unmodified opinion but included an Emphasis of Matter highlighting material uncertainty around the fair valuation of Rs. 2,820.67 crore investments in GMR Energy Ltd, which holds subsidiaries GMR Warora Energy Ltd (GWEL) and GMR Kamalanga Energy Ltd (GKEL) facing regulatory disputes. The company recognised DFCC project claims of Rs. 2,828.75 crore, with Rs. 505.55 crore as unbilled revenue. During the year, the company raised Rs. 900 crore via a preferential allotment of equity shares and convertible warrants. GWEL reversed a SEPCO arbitration liability of Rs. 1,147.30 crore and recognised fair value gains of Rs. 894 crore following a Supreme Court ruling in its favour.

Likely market impact

The company swung to a loss with revenue declining sharply. The auditors' Emphasis of Matter on subsidiary investments and ongoing legal disputes adds risk. However, the Rs. 1,147 crore liability reversal and preferential equity raise of Rs. 900 crore provide some balance sheet support.