Gujarat Energy Ltd
Gujarat Energy Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
CNG sales are growing strongly: 11% YoY in Gujarat, 26% YoY outside Gujarat, overall 12% annual growth. Management is focusing on increasing volumes while balancing volume and margin, expected to continue in Q4 FY25.
From Gujarat Energy Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- CNG sales are growing strongly: 11% YoY in Gujarat, 26% YoY outside Gujarat, overall 12% annual growth. (Page 4)
- Highest-ever CNG sales reached 3.12 mmscmd in Q3 FY '25, indicating a positive investment outlook. (Page 4)
- Volume growth in CNG expected from new network expansions in Ahmedabad Rural, Dahej, Valsad, and parts of Punjab. (Page 10)
- Industrial volumes represent about one-third of total volumes and are volatile, linked to propane and spot gas prices; growth is uncertain here. (Page 19)
- Domestic gas supply contracts expiring are being renegotiated; a blend of Brent and Henry Hub linked contracts expected, impacting future sourcing and pricing. (Page 23-24)
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Profitability & Margins
See what Gujarat Energy Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Planned capex for FY 2026 is around INR 1,000 crores, similar to the current year's INR 800-850 crores.
- Capex will continue to be incurred over the next 18 months, especially related to converting most CNG stations online.
- Over 50 FDODO (Franchise Dealer-Owned Dealer-Operated) agreements signed for CNG stations; dealers must commission stations within 1 year of agreement signing.
- The number of FDODO agreements expected to cross 100 in the current quarter, driving station expansion.
2 more points from Gujarat Energy Ltd's call on capex
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Top-ranked in Gas
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
Gujarat Energy Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): 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 Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
Others in Gas this season
- Petronet LNG Ltd (Q3 FY25)
The Capex deployment is planned to ramp up gradually over the next few years (starting with 15-20% in the first year, moving to 30-35% subsequently). Key…
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Frequently Asked Questions
What were Gujarat Energy Ltd Q3 FY25 results?
CNG sales are growing strongly: 11% YoY in Gujarat, 26% YoY outside Gujarat, overall 12% annual growth. Management is focusing on increasing volumes while balancing volume and margin, expected to continue in Q4 FY25.
What is Gujarat Energy Ltd share price analysis?
Gujarat Energy Ltd currently shows a neutral. The stock trades at a P/E of 14.4 with a market cap of ₹25,571 Cr. Investors should review the full earnings analysis for detailed insights.
Is Gujarat Energy Ltd planning capital expenditure?
Planned capex for FY 2026 is around INR 1,000 crores, similar to the current year's INR 800-850 crores.
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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.