Announced Wed, 15 Jul · 11:15 IST
Q4 FY26 call transcript: Khavda 600MW solar at 33% CUF, 500MW phasing, 750MW lignite approved
GIPCL · price
▲ 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
-2.3%1-day move
₹166.90
prior close
₹165.61
base price
In-mkt
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AI summary
GIPCL filed Q4 FY26 earnings call transcript. 600 MW Khavda solar fully operational at 33% CUF, expected to generate Rs 420 crores revenue and Rs 350-360 crores EBITDA. Additional 500 MW solar to commission in phases by end 2026. GUVNL approved 750 MW lignite thermal expansion with Rs 6,000 crores capex. BESS projects planned at Baroda. Peak debt projected at Rs 4,500-6,500 crores. Total EBITDA target Rs 950-1,000 crores.
Likely market impact
Strong growth pipeline with Khavda solar and lignite expansion. Debt rising to Rs 4,500-6,500 crores is a watch point.