NSE: GUJENERGY · BSE: 539336 · ISIN INE844O01030
GUJARAT ENERGY LIMITED stock analysis
GUJARAT ENERGY LIMITED ranks #369 in the TickerSutra evidence-ranked universe with a score of 66/100 and 95% data confidence. The latest captured fundamentals show ROCE of 18.5%, quarterly sales growth of 63.1% and quarterly profit growth of 69.8%.Watchlist candidate
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Low debt/equity of 0.18×
- Strong CFO/EBITDA of 0.89×
- Institutional ownership is rising
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- No calculated threshold risk in the current snapshot.
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹16,456cr | ₹2,103cr | ₹1,287cr | 13.0% |
| 2023 | ₹16,759cr | ₹2,422cr | ₹1,528cr | 14.0% |
| 2024 | ₹15,690cr | ₹1,904cr | ₹1,144cr | 12.0% |
| 2025 | ₹16,487cr | ₹1,908cr | ₹1,148cr | 12.0% |
| 2026 | ₹23,614cr | ₹3,052cr | ₹1,678cr | 13.0% |
| TTM | ₹22,776cr | ₹2,884cr | ₹1,706cr | 13.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
GSPL Transmission Limited has received Final Listing and Trading Approval from BSE and NSE.
RoutineTrading WindowBSE · 26 Sept 2026GUJARAT ENERGY LIMITED has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
RoutineGujarat Energy Ltd - 539336 - Board Meeting Intimation for Approval Of Unaudited Financial Results For The Quarter And Half Year Ended 30.09.2026BSE · 26 Sept 2026Gujarat Energy Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 05/11/2026 ,inter alia, to consider and approve Unaudited (Standalone & Consolidated) ....
RoutineGujarat Energy Ltd - 539336 - Announcement under Regulation 30 (LODR)-Appointment of Statutory Auditor/sBSE · 11 Sept 2026Appointment of M/s Dhirubhai Shah & Co. LLP as Statutory Auditors by C&AG for the FY 2026 - 27
RoutineAppointmentNSE · 11 Sept 2026GUJARAT ENERGY LIMITED has informed the Exchange regarding Appointment of Ms Dhirubhai Shah & Co. LLP (WR0141) as Statutory Auditors of the Company w.e.f. April 01, 2026 by C&AG.
MANAGEMENT COMMENTARY
Signals from filed documents
Looking ahead, global energy markets are likely to remain uncertain due to continuing geopolitical developments. However, we remain confident in our strategy. Our diversified sourcing portfolio, strong infrastructure, disciplined capital allocation and customer-centric approach positions us well to navigate challenges and capture growth opportunities arising from India's transition towards cleaner energy solutions.
Higher international gas prices and stiff competition from alternate fuels coupled with Middle East crises in the last Quarter, led to an impact on trading volumes. However, your Company’s diversified sales portfolio backed with competitive mix of Long term and Spot volumes from domestic and international markets, assured healthy trading margins. During the year, your Company successfully sourced and supplied gas to
And how do you plan to utilize it going forward? Management: Yes, we have cash of around INR7,200 crores, so we have a capex plan of around INR1,000 crores for the CGD business. And with respect to the rest of the cash to be utilized, basically, we are working on certain programs with respect to the strengthening of the present business with respect to the CNG and the pipelines.
We continue to uphold high standards of transparency, ethics and accountability, supported by robust systems and processes. During the year, we further strengthened our governance framework through enhanced internal controls, independent assurance mechanisms and continued alignment with regulatory and sustainability requirements. GEL has also initiated a Digital Transformation programme aimed at integrating innovativ
Your Company has drilled 2 wells in Financial Year 2025-26 in one of its operated PSCs to increase production, which are currently under testing. Your Company has also planned for drilling of 4 new wells in its operated PSCs in Financial Year 2026-27, while it is in various stages of preparation, submission and seeking approval from Ministry of Petroleum & Natural Gas and Directorate General of Hydrocarbons for revis
This means that even small changes in global gas prices can significantly impact domestic consumption patterns. This price sensitivity underscores the need for competitive pricing to enable Natural Gas adoption. In the given geopolitical scenario, your Company perceives price sensitivity of LNG as a major challenge which creates hindrance to increased penetration of gas.
The depletion of producing properties has been calculated and provided, using the unit of production method as described in the Guidance Note on Accounting for Oil and Gas Producing Activities issued by ICAI, in proportion of oil and gas production achieved vis a vis the proved reserves. The Company considers the assets for depletion only once the commercial production is commenced with the approval of the appropriat
The facility of participation at the AGM through VC/OAVM will be made available to atleast 1000 members on first come first served basis. This will not include large Shareholders (Shareholders holding 2% or more shareholding), Promoters, Institutional Investors, Directors, Key Managerial Personnel, the Chairpersons of the Audit Committee, Nomination and Remuneration Committee and Stakeholders Relationship Committee,
Amit Murarka: If you could also highlight what is the margin that you will be making, let's say, this price of 78, which is the Morbi price which you just mentioned? Like in Q1, obviously, you had the operating leverage benefit, which I'm guessing you'll be making in Q2 now. So what really the gross margin you're making here?
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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