Gujarat Energy
Gujarat Energy Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
- Revenue
- ₹9,545Cr
- +63.1% YoY
- Net profit
- ₹1,007Cr
- +84.1% YoY
- Margin
- 14%
- 0 pp YoY
What the Q1 FY27 call signalled
1 of 3 strong
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 16 Oct 2026.
Revenue & Sales Performance
- 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 from Gujarat Energy's call on revenue
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Profitability & Margins
See what Gujarat Energy said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- 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.
- The company is working on programs to strengthen the existing business in CNG and pipelines.
2 more points from Gujarat Energy's call on capex
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Fundraising & Capital Structure
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Order Book & Pipeline
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Gujarat Energy — Quarterly revenue & net profit
Gujarat Energy Q1 FY27 results — key figures
| ₹ Cr | Q1 FY27 | Q1 FY26 | YoY | Q4 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 9,545 | 5,851 | +63.1% | 5,792 | +64.8% |
| Operating profit (EBITDA) | 1,381 | 837 | +65% | 609 | +126.8% |
| Operating margin | 14% | 14% | 0 pp | 11% | +3 pp |
| Profit before tax | 1,337 | 728 | +83.7% | 374 | +257.5% |
| Net profit (PAT) | 1,007 | 547 | +84.1% | 152 | +562.5% |
| EPS (₹) | 10.65 | 8.55 | +24.6% | 5.10 | +108.8% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹9.6K Cr, net profit ₹490 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Gujarat Energy Ltd's management said in earlier quarters
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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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 10.7 with a market cap of ₹20,887 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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.
