Gk Energy Limited · NSE:GKENERGY
Gk Energy — Q4 FY2026 Earnings Presentation
35 slides from Gk Energy's earnings presentation, May 13, 2026
Slide 1: Exchange filing cover letter
Date: May 13, 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- 5445
Slide 2: GK Energy Limited Investor Presentation Q4 and FY 2025-26
GK Energy Limited INVESTOR PRESENTATION Q4 and FY 2025-26 India's Largest Decentralized Renewable Energy Infrastructure Execution, Technology-Defined, Asset-Light through OEM / ODM Based Manufacturing Ecosystem. BSE: 544525 | NSE: GKENERGY | ISIN: INE1AG301022 | CIN: L74900PN2008PLC132926 www.gkener
Slide 3: 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
Slide 4: GK Energy at a Glance
GK Energy at a Glance 140,000+ 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. >1.6 Mn tons 617 MW CO₂ Saved
Slide 5: 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 6: Management Commentary
Management Commentary GK Energy is building India's largest decentralized renewable energy infrastructure execution, technology-defined and asset-light through OEM / ODM manufacturing ecosystem. FY 2025-26 has been a transformational year for GK Energy Limited, marked by the successful listing of th
Slide 7: Evolution Over the Years
Evolution Over the Years 10-YEAR FINANCIAL TRACK RECORD (STANDALONE, ₹ IN MILLIONS) GK Energy has delivered compounding growth across all key financial metrics over a decade, with revenue CAGR of 66.49%, EBITDA CAGR of 87.68%, PAT CAGR of 104.36%, and Net Worth CAGR of 91.87% — a consistent and rema
Slide 8: 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 9: Financial Snapshots — FY 2026 (Standalone)
Financial Snapshots — FY 2026 (Standalone) QUARTERLY & ANNUAL COMPARISON Particulars Q4 FY26 Q4 FY25 YoY Change Q3 FY26 QoQ Change FY 2026 FY 2025 YoY Change Revenue (₹ Mn) 4,185.72 3,525.20 +18.7% 4,601.97 -9.05% 15,325.41 10,948.27 +39.98% EBITDA (₹ Mn) 859.57 674.25 +27.5% 951.88 -9.70% 3,131.85
Slide 10: Income Statement — FY 2026 (Standalone)
Income Statement — FY 2026 (Standalone) QUARTER-ON-QUARTER AND YEAR-ON-YEAR (₹ IN MILLIONS) Revenue from operations grew 40% year-on-year to ₹15,325.41 million, driven by increased system installations, higher MW deployment, and strong execution across villages. PAT grew 51.10% to ₹2,012.70 million,
Slide 11: 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 12: 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 13: Financial Snapshots — FY 2026 (Consolidated)
Financial Snapshots — FY 2026 (Consolidated) QUARTERLY & ANNUAL COMPARISON Particulars Q4 FY26 Q4 FY25 YoY Change Q3 FY26 QoQ Change FY2026 FY2025 YoY Change Revenue (₹ Mn) 4,767.63 3,525.20 +35.24% 5,096.86 -6.46% 17,152.80 10,948.27 +56.67% EBITDA (₹ Mn) 864.90 674.14 +28.30% 982.49 -11.97% 3,184.
Slide 14: 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 dur able advantage that is difficult to replicate by either integrated manufacturing-led peers or smaller regional competitors. Controll
Slide 15: Controlled Asset-Light Model
Controlled Asset-Light Model GK Energy’s controlled asset-light 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
Slide 16: Benefits of Asset-Light Model
Benefits of Asset-Light Model ASSET-LIGHT COMPANY VS INTEGRATED COMPANY The asset-light 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 factori
Slide 17: 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 18: 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
Slide 19: 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 150.3 GW (FY26) with Ghar) grew to
Slide 20: 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 21: Products & Future Business Opportunities
Products & Future Business Opportunities Solar Pumping Systems Solar Rooftops Ground Mounted BESS & Hybrid Energy • Strong positioning under Solar EPC • Residential & commercial • Emerging next-generation • Expanding into larger PM-KUSUM and Various adoption accelerating energy vertical EPC projects
Slide 22: Solar Agricultural Water Pumping System
Products & Future Business Opportunities Solar Agricultural Water Pumping System www.gkenergy.in
Slide 23: 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 24: 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 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: Solar Roof Top System (RTS)
Products & Future Business Opportunities Solar Roof Top System (RTS) www.gkenergy.in
Slide 27: 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 28: 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 29: 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 30: Benefits of Solar Rooftop 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 31: Experienced Promoters With Strong Management Team
Leadership 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 Holds a Bachelor’s in Commerce and an MBA from the University of Teerth Marathwada University
Slide 32: Experienced Promoters With Strong Management Team
Leadership Team Experienced Promoters With Strong Management Team Sunil Kamalkishor Malu Darshana Kabra ( Chief Financial Officer ) ( VP – Administration ) Fellow Chartered Accountant with a B. Com from the University of She has been associated with our Company since 15th November, Pune and over 14
Slide 33: 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 34: 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 35: Thank You
Thank You GK Energy Limited Transformation of the Energy is the essence of Life…. BSE: 544525 | NSE: GKENERGY | ISIN: INE1AG301022 | CIN: L74900PN2008PLC132926 Contact Details : Email address : investors@gkenergy.in Phone Number : +91 94221 86842 Registered Office: Office No. 1901, Tower A, Gokhale