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Gujarat Energy

Q1 FY27Gas

Gujarat Energy Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹237
Market cap₹23.0K Cr
P/E11.7
Updated23 Sept 2026
Read4 min read

What the Q1 FY27 call signalled

1 of 3 strong

RevenueModerate growth
MarginMargins steady
CapexCapex planned

The short version

Industrial sales (excluding Morbi) expected to grow from ~2.2 mmscmd to ~3 mmscmd in 1.5 to 2 years, driven by promising regions like DNH, Ahmedabad rural, Dahej, Kutch, and Thane. Management projects gas trading margins of INR1,100 to 1,200 crores for FY27, maintaining previous guidance.

From Gujarat Energy's Q1 FY27 earnings-call transcript · updated 23 Sept 2026.

Revenue & Sales Performance

Moderate growth
  • Industrial sales (excluding Morbi) expected to grow from ~2.2 mmscmd to ~3 mmscmd in 1.5 to 2 years, driven by promising regions like DNH, Ahmedabad rural, Dahej, Kutch, and Thane.
  • CNG sales growth steady, with a current growth rate of around 12-13%, expected to sustain over the next couple of years with plans to add 75+ new and upgrade 70 CNG stations in FY27.
  • Gas trading business margin guidance of 4-5%, with margin of INR1,100-1,200 crores projected for FY27.
  • Overall volume target for Morbi cluster to maintain at ~3 mmscmd in the near term given propane pricing competition.

2 more points management made on revenue & sales performance

Profitability & Margins

See what Gujarat Energy said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • Current capex plan of around INR1,000 crores focused on the CGD (City Gas Distribution) business.
  • No capex is planned for the gas trading segment as it does not require capital investment.
  • Additional capex for propane infrastructure is planned but is not included in the current INR1,000 crores; this is at the early stage with detailed project report and expected over the next two years.
  • The company is working on programs to strengthen the existing business in CNG and pipelines.

2 more points management made on capital expenditure plans

Top-ranked in Gas

Ranked on what management guided this quarter

5x potential
1Aegis Logistics
Rev 2Mar 3
2IRM Energy
Rev 2Mar 3
3
Rev 3Mar 3
4
Rev 3Mar 3
5
Rev 3Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Gujarat Energy said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not explicitly mention the current or expected order book or pending orders for Gujarat Energy Limited as of August 12, 2026. However, relevant points related to investments and future plans include: - The company has a capex plan of around INR 1,000 crores primarily for the CGD (City Gas Distribution) business. - Plans are underway for setting up propane import and storage facilities near the Morbi market; the project is in early stages and detailed reports are expected in the next two quarters. - Infrastructure investment continues, with INR 127 crores invested in CGD infrastructure during Q1 FY27.

2 more points management made on order book & pipeline

Gujarat Energy — Quarterly revenue & net profit

Revenue Net profit
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹3.7K Cr, net profit ₹267 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Gujarat Energy's management said in earlier quarters

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Frequently Asked Questions

What were Gujarat Energy Q1 FY27 results?

Industrial sales (excluding Morbi) expected to grow from ~2.2 mmscmd to ~3 mmscmd in 1.5 to 2 years, driven by promising regions like DNH, Ahmedabad rural, Dahej, Kutch, and Thane. Management projects gas trading margins of INR1,100 to 1,200 crores for FY27, maintaining previous guidance.

What is Gujarat Energy share price analysis?

Gujarat Energy currently shows a below-average growth signal. The stock trades at a P/E of 11.7 with a market cap of ₹22,953 Cr. Investors should review the full earnings analysis for detailed insights.

Is Gujarat Energy planning capital expenditure?

Current capex plan of around INR1,000 crores focused on the CGD (City Gas Distribution) business.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.