Gk Energy Limited · NSE:GKENERGY
Gk Energy — Investor Presentation (March 2026)
34 slides from Gk Energy's investor presentation, March 2026
Slide 1: GK Energy Limited
GK Energy Limited 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.gkenergy.in
Slide 2: 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 Energy
Slide 3: Key operating metrics: systems installed, villages covered, capacity
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 Capacity Installed Car
Slide 4: 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 5: 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 6: Evolution Over the Years
Evolution Over the Years 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 remarkable compounding track record across multiple business cy
Slide 7: 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 8: Financial Snapshots — FY 2026 (Standalone)
Financial Snapshots — FY 2026 (Standalone) 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 2,040.46 +53.49% EBITDA Margin
Slide 9: Income Statement — FY 2026 (Standalone)
Income Statement — FY 2026 (Standalone) 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, with an improving PAT margin of 13.14%. Cost discip
Slide 10: Balance Sheet — FY 2026 (Standalone)
Balance Sheet — FY 2026 (Standalone) 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 earnings. Total assets grew to ₹
Slide 11: Cash Flow Summary — FY 2026 (Standalone)
Cash Flow Summary — FY 2026 (Standalone) 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 profit generation. The Company r
Slide 12: Financial Snapshots — FY 2026 (Consolidated)
Financial Snapshots — FY 2026 (Consolidated) 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% 3,184.36 2040.35 +56.07% EBITDA Marg
Slide 13: 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 14: 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 15: Benefits of Asset-Light Model
Benefits of Asset-Light Model 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 factories and fixed infrastructure — GK Energy ge
Slide 16: OEM / ODM Partnerships
OEM / ODM Partnerships 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 security, cost efficiency,
Slide 17: 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 18: India's Solar Journey: An Overview
India's Solar Journey: An Overview Rapid Growth in Solar Government Support & Installations Schemes ~73% capacity added in last 5 years with ~30% addition in FY26 alone, security showing acceleration in demand Ground-mounted, rooftop, and off-grid segments all contributed to this surge Solar for Ene
Slide 19: 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 20: Products & Future Business Opportunities
Products & Future Business Opportunities Solar Pumping Systems Solar Rooftops Ground Mounted BESS & Hybrid Energy Solar EPC Emerging next-generation energy vertical penetration potential segment Large targeted installations Subsidy-led mass rooftop Utility-scale renewable Fast-growing storage market
Slide 21: Solar Agricultural Water Pumping System
Products & Future Business Opportunities Solar Agricultural Water Pumping System www.gkenergy.in
Slide 22: 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 23: 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 • 22 million farmers have electric connections for pumping. Environmental Impacts Electric pumps suffer from erratic night-time power supp
Slide 24: 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 25: Solar Roof Top System (RTS)
Products & Future Business Opportunities Solar Roof Top System (RTS) www.gkenergy.in
Slide 26: 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 27: 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 28: 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 29: Benefits of Solar Rooftop (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 • DISCOMS CONSUMER Faster ROI due to R
Slide 30: 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 31: 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 32: 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 33: 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 34: 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