PBT pressure in FY27 from 500 MW teething losses
Initial teething problems for the 500 MW solar project could result in losses similar to the ~220 cr loss booked for 600 MW in FY26, impacting FY27 profitability.
GUJARATPOWER / Q4-FY26 / risks
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Gujarat Industries Power · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Stranded gas assets with no revival visibility
310 MW gas-based plant remains idle for 6+ years due to high gas prices. Management is considering write-off or repurposing, but no concrete timeline given.
Evacuation delays for 500 MW solar project
PGCIL evacuation line not fully ready; management expects readiness by end of monsoon, but any further delay could push commissioning beyond Q3 FY27.
Equity dilution risk for thermal expansion
6,000 cr capex requires ~1,200 cr equity. Management was non-committal on funding source, leaving open the possibility of equity issuance or promoter infusion.