GK Energy Ltd
GK Energy Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 revenue target: Around INR 3,000 crores, aiming to double FY26 figures (~INR 1,500 crores). GK Energy targets doubling revenue in FY27 to around INR 3,000 crores from INR 1,500+ crores in FY26, driven by increased pump installations (120,000-140,000 pumps) and rooftop solar projects (INR 600-1,000 crores).
From GK Energy Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 revenue target: Around INR 3,000 crores, aiming to double FY26 figures (~INR 1,500 crores).
- Volume target: Approximately 120,000 to 140,000 solar pump installations.
- Business mix: INR 2,200-2,400 crores from solar pumps and INR 600-1,000 crores from rooftop solar systems.
- Growth drivers: Strong order book in Magel Tyala project and Madhya Pradesh, with over 2,000 pump orders.
- PM-KUSUM scheme expected to scale up from Q3 FY27 onwards, despite delays, with positive outlook due to strong government emphasis on renewable energy.
- Expansion focus mainly on Maharashtra, Madhya Pradesh, and five other states; no immediate plans to enter new states.
2 more points management made on revenue & sales performance
Profitability & Margins
See what GK Energy Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- GK Energy follows an asset-light business model, focusing on leveraging OEM/ODM manufacturing ecosystems rather than heavy capital investments in manufacturing facilities.
- The company has invested approximately INR 90 crores in a corporate office; this asset was purchased to be used as collateral for bank limits rather than as a capacity expansion.
- Management has no current plans for large-scale manufacturing capex; any future manufacturing investments will focus on new technology rather than commodity products.
- GK Energy is focusing on expanding its decentralized energy network, increasing installations (e.g., capacity for 15,000 solar pump installations per month).
2 more points management made on capital expenditure plans
Top-ranked in Construction
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
See what GK Energy Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book stands at INR 710 crores as of March 31, 2026, including a recent INR 350 crores order.
- Additional orders expected from Magel Tyala Phase 5, currently under evaluation.
- Anticipated further orders of INR 300-400 crores from the Smart Scheme for 1 kW rooftop solar systems in Maharashtra.
- Combined, the company expects an order book of around INR 1,400 crores before the end of Q1 FY27.
- INR 700+ crores of order book is primarily from Magel Tyala projects, with some rooftop orders from Madhya Pradesh.
2 more points management made on order book & pipeline
GK Energy Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹419 Cr, net profit ₹59 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What GK Energy's management said in earlier quarters
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Frequently Asked Questions
What were GK Energy Ltd Q4 FY26 results?
FY27 revenue target: Around INR 3,000 crores, aiming to double FY26 figures (~INR 1,500 crores). GK Energy targets doubling revenue in FY27 to around INR 3,000 crores from INR 1,500+ crores in FY26, driven by increased pump installations (120,000-140,000 pumps) and rooftop solar projects (INR 600-1,000 crores).
What is GK Energy Ltd share price analysis?
GK Energy Ltd currently shows a neutral. The stock trades at a P/E of 11.6 with a market cap of ₹2,589 Cr. Investors should review the full earnings analysis for detailed insights.
Is GK Energy Ltd planning capital expenditure?
GK Energy follows an asset-light business model, focusing on leveraging OEM/ODM manufacturing ecosystems rather than heavy capital investments in manufacturing facilities.
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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.