GMR Power & Urban Infra Ltd
GMR Power & Urban Infra Q2 FY26 investor presentation: Revenue & Margins
Q2 FY26 investor presentation: what the company reported on revenue, margins and projects.
Based on GMR Power & Urban Infra Ltd's Q2 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentation reports, not management guidance.
The short version
Q2FY26 Revenue/Total Income: - Consolidated Total Income: INR 19.2bn, up 28% YoY and 9% QoQ (Page 10). - Energy Business Revenue: INR 14.1bn, up from INR 12.2bn in Q2FY25 (Annexure B, Page 35). - Smart Meter Revenue: INR 2.9bn vs. Q2FY26 EBITDA: INR 4.8 billion, down 12% YoY - Q2FY26 EBITDA Margin: 25% (down from 36% in Q2FY25) - Q2FY26 PAT: INR 9.0 billion, up significantly from INR 2.7 billion in Q2FY25 - Adjusted PAT (excl.
From GMR Power & Urban Infra Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Q2FY26 Revenue/Total Income:
- Consolidated Total Income: INR 19.2bn, up 28% YoY and 9% QoQ (Page 10).
- Energy Business Revenue: INR 14.1bn, up from INR 12.2bn in Q2FY25 (Annexure B, Page 35).
- Smart Meter Revenue: INR 2.9bn vs. NIL in Q2FY25 (Page 10).
- Highway Business Revenue: INR 523mn, down from INR 595mn in Q2FY25 (Annexure E, Page 36).
- Key Energy Assets example:
- Kamalanga Power Project Revenue: INR 7.2bn, down 2% YoY (Page 16).
- Warora Power Project Revenue: INR 4.1bn, up 1.5% YoY (Page 17).
- Volume/Operational Data:
- Energy PLF: Kamalanga 81% vs. 78% YoY; Warora 73% vs. 67% YoY (Pages 16-17).
- Highways: Avg. daily traffic on Ambala-Chandigarh down to 38.4k from 46k YoY (Page 20).
- Outlook:
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Profitability & Margins
See what GMR Power & Urban Infra Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Kamalanga Power Plant: Operational capacity 1,650 MW; under-development 350 MW (Page 5). No specific timeline or capex amount stated.
- Hydro Power Plants: Under-development capacity of 1,425 MW (Page 5). No timeline or capex details provided.
- Smart Metering Business: Implementation and participation in upcoming smart metering opportunities emphasized (Pages 24, 39). No capex or timelines detailed.
- Renewable Energy: Current operational solar plants of 31 MW; rooftop solar of 642 KWp at Kamalanga and 70 KWp at Warora (Page 29). No expansion capex or timelines specified.
- Smart Mobility: EV Charging infrastructure targeting airports and other sectors (Page 24). No capex or timelines mentioned.
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Fundraising & Capital Structure
See what GMR Power & Urban Infra Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The presentation does not explicitly provide specific figures or detailed data on the current order book or order inflow.
- It mentions under "Clearly Defined Strategies to Capitalize on the Attractive Industry Prospects" that there is a focus to "Explore growing the order book" in the Highways EPC segment.
- The company is targeting participation in Railway EPC/PPP opportunities as part of its order inflow strategy.
- No direct quantitative information or values related to pending orders or the existing order book are provided in the investor presentation.
GMR Power & Urban Infra Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹2.0K Cr, net loss ₹114 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What GMR Urban's management said in earlier quarters
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Frequently Asked Questions
What were GMR Power & Urban Infra Ltd Q2 FY26 results?
Q2FY26 Revenue/Total Income: - Consolidated Total Income: INR 19.2bn, up 28% YoY and 9% QoQ (Page 10). - Energy Business Revenue: INR 14.1bn, up from INR 12.2bn in Q2FY25 (Annexure B, Page 35). - Smart Meter Revenue: INR 2.9bn vs. Q2FY26 EBITDA: INR 4.8 billion, down 12% YoY - Q2FY26 EBITDA Margin: 25% (down from 36% in Q2FY25) - Q2FY26 PAT: INR 9.0 billion, up significantly from INR 2.7 billion in Q2FY25 - Adjusted PAT (excl.
What is GMR Power & Urban Infra Ltd share price analysis?
GMR Power & Urban Infra Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹7,908 Cr. Investors should review the full earnings analysis for detailed insights.
Is GMR Power & Urban Infra Ltd planning capital expenditure?
Kamalanga Power Plant: Operational capacity 1,650 MW; under-development 350 MW (Page 5).
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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.
