Gk Energy Limited · NSE:GKENERGY
Gk Energy — Q1 FY2027 Earnings Presentation
36 slides from Gk Energy's earnings presentation, Aug 7, 2026
Slide 1: Cover letter to stock exchanges
Date: August 07, 2026 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 Bandra (East), Dalal Street, Mumbai – 400 051 Mumbai – 400 001 NSE Symbol: GKENERGY Scrip Code BSE- 5
Slide 2: GK Energy Limited Investor Presentation Q1 FY 2026-27
GK Energy Limited INVESTOR PRESENTATION Q1 FY 2026-27 India's Largest Decentralized Renewable Energy Infrastructure Execution, Technology- Defined, Low-Capex OEM / ODM Based Manufacturing Ecosystem BSE: 544525 | NSE: GKENERGY | ISIN: INE1AG301022 | CIN: L74900PN2008PLC132926 www.gkenergy.in
Slide 3: GK Energy at a Glance
GK Energy at a Glance 164,500+ 7,500+ Systems* Installed Villages Covered Solar pumps, rooftops, and power plants deployed across India over 18 years of Extensive rural penetration delivering clean energy access to remote communities operations. across multiple states. >1.9 Mn tons 726 MW CO₂ Saved
Slide 4: Snapshots of Q1 FY27 — Standalone
Snapshots of Q1 FY27— Standalone ₹5,052 Mn ₹861 Mn ₹597 Mn Revenue EBITDA PAT Q1 revenue from operations, Strong operating profitability with Profit After Tax reflecting robust reflecting a 71.10% year-on-year an EBITDA margin of 17.05% for bottom-line growth of 61.55% over growth over Q1 FY26. Q1 F
Slide 5: Q1 FY27 Performance
Q1 FY27 Performance (STANDALONE, ₹ IN MILLIONS) Revenue from Operations EBITDA and Margin (%) 71.10% 47.72% 860 861 5,052 583 4,186 2,953 19.7% 20.5% 17.1% Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 PAT and Margin (%) 61.55% 591 597 369 14.1% 11.8% 12.5% Q1 FY26 Q4 FY26 Q1 FY27 www.gkenergy.in
Slide 6: Snapshots of FY 2026 — Standalone
Snapshots of FY 2026 — Standalone ₹15,325 Mn ₹3,132 Mn ₹2,013 Mn ₹2,406 Mn Revenue EBITDA PAT Surplus Cash Full-year revenue from operations, Strong operating profitability with an Profit After Tax reflecting robust bottom- Net cash surplus position post IPO reflecting a 40% year-on-year growth over
Slide 7: Management Commentary
Management Commentary GK Energy is building India's largest decentralized renewable energy infrastructure execution through technology-defined low-capex OEM / ODM manufacturing ecosystem. "GK Energy Limited has continued its growth trajectory in the first quarter of FY2026–27, supported by sustained
Slide 8: Last five years financial performance
Last five years financial performance (STANDALONE, ₹ IN MILLIONS) A consistent and remarkable compounding track record across multiple business cycles and market conditions Revenue EBITDA PAT Shareholders’ Equity 3,132 8,846 CAGR- 116.0% CAGR- 178.6% CAGR- 234.9% 2,013 CAGR- 214.0% 15,325 2,040 10,9
Slide 9: Journey So Far
Journey So Far 2008 Incorporation of GK Energy 2010 India's 1st SWH Carbon Credit Project Registered 2011 Carbon Credit Consultancy for MNRE, GOI under UNDP-GEF 2012 Developed Performance Standards & Test Protocols for 2013 MNRE, GOI under UNDP-GEF Rural Village Electrification 2016 Saur Sujala Yoja
Slide 10: From Branded Solar Products to Community Consumers
From Branded Solar Products to Community Consumers Strategic Manufacturing Partnership (8 States) Community Market Presence (6 States) Himachal Uttar Pradesh Haryana Uttar Pradesh Pradesh Haryana Rajasthan Rajasthan Gujarat Maharashtra Madhya Maharashtra Pradesh Pune, HQ Chhattisgarh Head Office Chh
Slide 11: Financial Snapshots — Q1 FY27 (Standalone)
Financial Snapshots — Q1 FY27 (Standalone) QUARTERLY & ANNUAL COMPARISON Particulars Q1 FY27 Q1 FY26 YoY Change Q4 FY26 QoQ Change FY 2026 FY 2025 YoY Change Revenue (₹ Mn) 5,051.92 2,952.68 71.10% 4,185.72 20.69% 15,325.41 10,948.27 +39.98% EBITDA (₹ Mn) 861.14 582.97 47.72% 859.57 0.18% 3,131.85 2
Slide 12: Financial Snapshots — Q1 FY27 (Consolidated)
Financial Snapshots — Q1 FY27 (Consolidated) QUARTERLY & ANNUAL COMPARISON Particulars Q1 FY27 Q1 FY26 YoY Change Q4 FY26 QoQ Change FY2026 FY2025 YoY Change Revenue (₹ Mn) 5,051.92 3,247.86 +55.55% 4,767.63 +5.96% 17,152.80 10,948.27 +56.67% EBITDA (₹ Mn) 861.08 590.22 +45.89% 864.90 -0.44% 3,184.3
Slide 13: Income Statement — Q1 FY27 (Standalone)
Income Statement — Q1 FY27 (Standalone) QUARTER-ON-QUARTER AND YEAR-ON-YEAR (₹ IN MILLIONS) Revenue from operations grew 71% year-on-year to ₹5051.92 million, driven by increased system installations and strong execution across villages. PAT grew 61.55% to ₹596.73 million, with PAT margin of 11.81%.
Slide 14: Balance Sheet — FY 2026 (Standalone)
Balance Sheet — FY 2026 (Standalone) YEAR-ON-YEAR (₹ IN MILLIONS) The balance sheet reflects a material strengthening of the Company's financial position following the IPO. Total equity increased nearly fourfold to ₹8,846 million (FY25: ₹2,091 million), driven by IPO proceeds and strong retained ear
Slide 15: Cash Flow Summary — FY 2026 (Standalone)
Cash Flow Summary — FY 2026 (Standalone) YEAR-ON-YEAR (₹ IN MILLIONS) FY 2026 marked a decisive turnaround in cash generation. Net cash from operating activities turned positive at ₹528.97 million (vs. negative ₹986.13 million in FY25), reflecting improved working capital management and stronger pro
Slide 16: Strategic Positioning & Value Proposition
Strategic Positioning & Value Proposition GK Energy's competitive moat is built upon five interconnected and mutually reinforcing pillars. Together, these create a durable advantage that is difficult to replicate by either integrated manufacturing-led peers or smaller regional competitors. Controlle
Slide 17: Controlled Low-Capex Model
Controlled Low-Capex Model GK Energy’s controlled low-capex model is the cornerstone of its competitive advantage, enabling the Company to benefit from manufacturing scale without owning factories. By controlling critical raw materials directly and engaging multiple OEM/ODM partners for assembly and
Slide 18: Benefits of low-capex Model
Benefits of low-capex Model LOW-CAPEX COMPANY VS INTEGRATED COMPANY The Low-Capex model represents a structurally superior approach to the renewable energy equipment and services market in India. By concentrating resources on brand, technology, distribution, and execution — rather than factories and
Slide 19: OEM / ODM Partnerships
OEM / ODM Partnerships LONG-TERM MUTUAL BENEFITS GK Energy's OEM/ODM partnership model creates a genuine win-win ecosystem. For manufacturing partners, GK Energy provides assured bulk volumes, operational stability, and reduced go-to-market complexity. For GK Energy, the partnerships deliver supply
Slide 20: Decentralized Infrastructure
Decentralized Infrastructure GK Energy's decentralized infrastructure model is a key operational differentiator, enabling the Company to deliver renewable energy systems to remote rural locations across India at speed, scale, and cost efficiency that centralized competitors cannot match. The model c
Slide 21: India's Solar Journey: An Overview
India's Solar Journey: An Overview Rapid Growth in Solar Rooftop & Off-Grid Solar: Key Government Support & Installations Drivers Schemes • India's solar capacity expanded from 2.8 • Rooftop solar (including PM Surya • PM Surya Ghar Yojana: Accelerates GW (FY14) to 162.1 GW (June 26) with Ghar) grew
Slide 22: Charting Solar Growth: 2014-2026
Charting Solar Growth: 2014-2026 2014: Early Stage Solar installations at 2.8 GW; rooftop and off-grid nascent. 2017-2018: Rapid Expansion Annual installations cross 9.5 GW; rooftop and off-grid gain momentum. 2022: Rooftop & Off-Grid Surge Rooftop solar reaches 6.6 GW; off-grid at 1.6 GW. Accelerat
Slide 23: Products & Future Business Opportunities
Products & Future Business Opportunities Solar Pumping Systems Solar Rooftops BESS & Hybrid Energy • Strong positioning under PM- • Residential & commercial • Emerging next-generation KUSUM and Various states adoption accelerating energy vertical schemes • Beneficiary of PM Surya Ghar • Grid stabili
Slide 24: Solar Agricultural Water Pumping System
Products & Future Business Opportunities Solar Agricultural Water Pumping System www.gkenergy.in
Slide 25: Solar Agricultural Water Pumping System - Components
Products & Future Business Opportunities Solar Agricultural Water Pumping System - Components Solar Pump Motor Solar Photovoltaic Module Solar Water Pump Controller GK Energy offers a range of SS304 solar submersible High-efficiency monocrystalline solar panels for High-efficiency IP65 solar pump co
Slide 26: A Growing Market for Solar Powered Pump Systems
Products & Future Business Opportunities A Growing Market for Solar Powered Pump Systems Market Size – 78 millions Systems India have 118 millions farmers out of 1. Huge Untapped 3. Economic and • 22 million farmers have electric connections for pumping. Potential Environmental Impacts Electric pump
Slide 27: Benefits of Solar Agricultural Pumping Systems
Products & Future Business Opportunities Benefits of Solar Agricultural Pumping Systems Low-Cost Ownership Cleaner Irrigation Under existing government schemes, Solar irrigation systems have helped shrink farmers pay just 5–30% upfront, enabling irrigation-related CO₂ emissions, significant savings
Slide 28: Solar Roof Top System (RTS)
Products & Future Business Opportunities Solar Roof Top System (RTS) www.gkenergy.in
Slide 29: Solar Rooftop Market Overview
Products & Future Business Opportunities Solar Rooftop Market Overview Driven by PM Surya Ghar Yojna Current Implementation under PM Surya Launched in February 2024, with a proposed outlay of INR 75,000 Cr, it aims to Ghar Yojana provide up to 300 units of electricity to 10 million households with r
Slide 30: Benefits of Solar Rooftop to GK Energy
Products & Future Business Opportunities Benefits of Solar Rooftop to GK Energy Better return on capital employed Strengthened Cash-Flow Visibility supported Enhanced ROCE Profile driven by superior by improved working-capital dynamics and asset utilization and limited incremental faster project mon
Slide 31: Solar Roof Top System (RTS) – Components
Products & Future Business Opportunities Solar Roof Top System (RTS) – Components Solar Inverter Solar Photovoltaic Module Solar ACDB and DCDB www.gkenergy.in
Slide 32: Benefits of Solar Rooftop Solar (RTS) Systems
Products & Future Business Opportunities Benefits of Solar Rooftop Solar (RTS) Systems Low-Cost Ownership Clean Electricity Up to Rs.78,000 Central Subsidy, Solar Rooftop Systems helps in reduction State Subsidies if any in CO₂ emissions, supporting India’s Net CONSUMER • DISCOMS Faster ROI due to R
Slide 33: Experienced Promoters With Strong Management Team
Leadership Team Experienced Promoters With Strong Management Team Gopal Rajaram Kabra ( Chairman, MD & CEO ) Mehul Ajit Shah ( 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, with 16 Marathwa
Slide 34: Strategic Advantages Powering GK Energy's Long-Term Growth
Strategic Advantages Powering GK Energy’s Long-Term Growth GK Energy presents a compelling proposition at the intersection of India's renewable energy transition, rural economic development, and the emergence of a scalable, capital-efficient platform business model. Experienced Leadership Team Asset
Slide 35: Becoming India's Most Trusted Renewable Energy Brand
Vision & Mission 2030 Becoming India's Most Trusted Renewable Energy Brand We are building India's largest decentralized renewable energy infrastructure execution, technology-defined, asset-light through OEM / ODM based manufacturing ecosystem. $1 Billion Business by 2030 India's Largest Decentraliz
Slide 36: Safe Harbour / Disclaimer
Safe Harbour / Disclaimer This presentation is prepared solely for information purposes and does not constitute an offer, recommendation, or invitation to purchase or subscribe for any securities. This presentation and the accompanying slides (the "Presentation"), which have been prepared by GK Ener