Gk Energy Limited · NSE:GKENERGY
Gk Energy — Q2 FY26 Earnings Presentation
24 slides from Gk Energy's earnings presentation, Nov 17, 2025
Slide 1: Regulation 30 filing letter to stock exchanges
November 17, 2025 To To Listing Department Listing Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers Bandra Kurla Complex Dalal Street Bandra (E), Mumbai – 400 051 Mumbai – 400 001 NSE Symbol: GKENERGY Scrip Code BSE- 544525 Ref: R
Slide 2: Investors’ Presentation Q2 & H1 FY26
“आपल्या मातीसाठी, आपल्या मातीतला सोलर पंप.” Investors’ Presentation Q2 & H1 FY26 GK Energy Limited CIN: U74900PN2008PLC132926 BSE: 544525 | NSE: GKENERGY | ISIN: INE1AG301022
Slide 3: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by GK Energy Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities
Slide 4: Business Overview
Business Overview Business Overview India’s largest pure play provider of EPC services for solar-powered agricultural Empanelled across key agricultural water pump systems Order Book of ₹863.98 crores consisting states — Maharashtra, Rajasthan, of Solar powered pump systems of Haryana, Uttar Pradesh
Slide 5: Performance over the years
Business Overview Performance over the years Number of Pumps Revenue from operations EBITDA (₹ in Crores) PAT (₹ in Crores) (₹ in Crores) 199.69 133.21 45,544 1,094.83 8% 9% 3% 5.4 3% .9 3.5 10 95 0.9 R 26 R G 24 CA G CA GR R G CA A C 16,293 411.09 53.83 36.09 10,787 285.03 10.08 17.18 2023 2024 202
Slide 6: Operational Highlights
Business Overview Operational Highlights Follows an asset-light 12 licensed/rented/leased Provides EPC services for approach, sourcing warehouses across three Acquired 25 Acres (1 mn+ Solar Water Pumping components under the “GK states and flexible sq.ft.) land for setting up Systems and Solar Energ
Slide 7: Journey so far...
Business Overview Journey so far... 2008 2011 2012 Commenced operations Awarded consultancy assignment for Developed performance measuring standards, test procedures and test protocols for Achieved milestone of with sale and installation of solar water heaters development of CDM project for solar wa
Slide 8: No.2 in Solar Pump Installations Amongst Pan-India Players
Business Overview No.2 in Solar Pump Installations Amongst Pan-India Players In CY2022 – CY2025* Installations under PM KUSUM Players Type of player CY 2022- 2025* CY 2025* CY 2024 CY 2023 CY 2022 Shakti Pumps Limited Pump manufacturer 1,24,799 24,986 60,165 11,612 28,036 GK Energy Limited Pure play
Slide 9: Leading Pure Play Provider Of EPC of Solar-Powered Pump Systems In Maharashtra
Business Overview Leading Pure Play Provider Of EPC of Solar- Powered Pump Systems In Maharashtra Maharashtra accounts for 43.6% of sanctioned pumps under PM- GK stands 2ⁿᵈ with ~ 15% of the total solar-powered pump KUSUM Scheme¹ component-B systems installed under PM-KUSUM Scheme in Maharashtra² Ot
Slide 10: Products
Products Products Solar Agricultural Pumps Solar Roof Top A high-efficiency, fully integrated solar-powered irrigation system designed with durable A hybrid solar system combines grid-tied and off-grid benefits, storing SS304 components and advanced MPPT technology for reliable, sustainable water ex
Slide 11: Solar Agricultural Pump
Products Solar Agricultural Pump Key system components Solar Pump Solar Photovoltaic Module Solar Water Pump Controller GK Energy offers a range of SS304 solar High-efficiency monocrystalline solar panels for High-efficiency IP65 solar pump controller with submersible pumps (V4/V6) built for durabil
Slide 12: Management Commentary on Q2FY26 Performance
Financial Highlights Management Commentary on Q2FY26 Performance Installed 24,502 Solar Powered Pump Systems in H1FY26 as compared to 16,251 Solar Powered pump Systems in H1FY25 - 50.77% growth over previous year. EBITDA from core EPC business of Solar Powered Pump Systems and Solar Rooftop expanded
Slide 13: Performance Highlights - Consolidated
Financial Highlights Performance Highlights - Consolidated Income Statement (₹ in Crores) H1FY26 Q2FY26 Balance Sheet (₹ in Crores) H1FY26 FY25 Consolidated Consolidated Consolidated Consolidated Assets Revenue from Operations 728.83 404.05 Fixed Assets* 89.36 13.97 EPC Business and supply of system
Slide 14: Performance Highlights - Standalone
Financial Highlights Performance Highlights - Standalone H1FY26 Q2FY26 Q2FY25 Income Statement (₹ in Crores) H1FY25 (Aud.) YoY Growth YoY Growth (Unaud.) (Unaud.) (Unaud.) Standalone Standalone Standalone Standalone Revenue from Operations 653.77 421.93 54.95% 358.50 270.13 32.71% EPC Business and s
Slide 15: Performance Highlights - Standalone
Financial Highlights Performance Highlights - Standalone Balance Sheet (₹ in Crores) H1FY26 FY25 FY24 Fiscals H1FY26 FY25 FY24 Standalone Standalone Standalone Assets Debtors Turnover Days 198 120 135 Fixed Assets* 85.31 13.97 10.74 Inventory Turnover Days 55 31 24 Other Non-Current Assets 5.13 12.6
Slide 16: Quarterly Performance – Q2 FY26
Financial Highlights Quarterly Performance – Q2 FY26 Number of Solar Powered Revenue from operations EBITDA (₹ in Crores) PAT (₹ in Crores) Pump Systems (₹ in Crores) EPC Others % 13,675 2 46.91 2 6.3 74.68 3% . 37 .3 37 358.50 . 5 7% 358.50 39 10,826 49 270.13 53.58 34.16 269.42 Q2FY25 Q2FY26 Q2FY2
Slide 17: Half-Yearly Performance – H1 FY26
Financial Highlights Half-Yearly Performance – H1 FY26 Number of Solar Powered Revenue from operations EBITDA (₹ in Crores) PAT (₹ in Crores) Pump Systems (₹ in Crores) EPC Others 24,502 132.74 % .77 728.83 84.23 5% 92.01 50 .9 % 0% 65 .74 636.82 .9 72 64 16,251 4% 79.99 421.93 9.3 51.08 8% % 419.66
Slide 18: A Growing Market for Solar Powered Pump Systems
Market Overview A Growing Market for Solar Powered Pump Systems India’s 118 million farmers depend on 30 million pumps for irrigation. Diesel pumps consume ~5.5 billion litres of diesel annually, Diesel 6.8% emitting ~15.4 million tonnes of CO₂ Electricity 18.6% 22 million electric pumps suffer from
Slide 19: A Growing Market for Solar Powered Pump Systems
Market Overview A Growing Market for Solar Powered Pump Systems A shift from diesel/grid to solar powered pump systems enables farmers to save Government Schemes supporting Solar agricultural pumps ₹0.8-1.4 million PM-KUSUMNon-special PM-KUSUMSpecial 1. PM-KUSUM Scheme Category Diesel Grid states ca
Slide 20: Impact of Solar Pump Adoption
Market Overview Impact of Solar Pump Adoption Low-Cost Ownership Under existing government schemes, Cleaner Irrigation farmers pay just 5–30% upfront, enabling significant savings through near-zero Solar irrigation systems have helped operating and maintenance costs over shrink irrigation-related CO
Slide 21: Solar Rooftop Market Overview
Market Overview With support Solar Rooftop Market Overview from PM Suryghar Yojna 5.1 Solar Rooftop Capacity with H1FY26 reflecting sharp acceleration over previous year (Annual Installations in GW) 4.5 3.0 1.9 2.2 2.2 FY19 FY20 FY21 FY22 FY23 FY24 FY25 H1FY26 Driven by PM Suryaghar Yojna MNRE's sim
Slide 22: Experienced Promoters With Strong Management Team
GK Team Experienced Promoters With Strong Management Team Gopal Rajaram Kabra Mehul Ajit Shah Chairman, MD & CEO Whole-time director & COO Holds a Bachelor’s in Commerce from Swami Ramanand Teerth Holds a Bachelor’s in Commerce and an MBA from the University of Pune, Marathwada University and an MBA
Slide 23: Experienced Promoters With Strong Management Team
GK Team Experienced Promoters With Strong Management Team Sunil Kamalkishor Malu Mr. Jeevan Innani Chief Financial Officer (CS & Compliance Officer) Fellow Chartered Accountant with a B.Com from the University of Pune and Associate member of ICSI with over 10 years of experience in secretarial and o
Slide 24: Thank You – Get in Touch
THANK YOU GET IN TOUCH Email address : investors@gkenergy.in Phone Number : +91 94221 86842 Registered Office: Office No. 1901, Tower A, Gokhale Business Bay, Plot No. A6 A7, Sr. No. 20/2, Paschimnagri, Kothrud, Pune City, Maharashtra, India, 411038 gkenergy.in