Gujarat Energy Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Gujarat Energy Limited reported Q1 FY27 revenue from operations of INR9,670 crores, up 63% year-on-year, with EBITDA of INR1,482 crores and profit after tax of INR998 crores. The Gas Trading segment saw earnings before tax rise to INR726 crores from INR237 crores a year earlier, while CNG volumes grew 13% and PNG Industrial volumes rose 64%, driven substantially by supply to the Morbi ceramic cluster during a period of constrained propane availability. Management also discussed post-merger integration, capex plans, and the pending listing of GSPL Transmission Limited.
Gujarat Energy Limited reported Q4 FY26 EBITDA of INR943 crores versus INR790 crores a year earlier, with full-year EBITDA at INR3,772 crores and PAT at INR2,299 crores. Management described the completion of the scheme of arrangement merging GSPC, GSPL and GSPC Energy into the company, followed by demerger of the transmission business into GSPL Transmission Limited. The call also covered record CNG volumes, a sharp ramp-up in Morbi ceramic industrial gas demand following a propane supply disruption, and segment-wise trading and CGD performance.