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PM-KUSUM 2.0 delay
View Risks →GK Energy Ltd — Q4 FY26
GK Energy delivered a strong Q4 FY26 with standalone revenue of ₹532.54 Cr (up 40% YoY) and PAT of ₹201 Cr (up 51% YoY), driven by robust demand in Maharashtra and Madhya Pradesh under the Magel Tala scheme.
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GK Energy delivered a strong Q4 FY26 with standalone revenue of ₹532.54 Cr (up 40% YoY) and PAT of ₹201 Cr (up 51% YoY), driven by robust demand in Maharashtra and Madhya Pradesh under the Magel Tala scheme. EBITDA margin expanded 180 bps to 20.44%, aided by asset-light execution and supply chain efficiencies. Management guided for revenue doubling to ~₹3,000 Cr in FY27, targeting 1.2-1.4 lakh pump installations and ₹600-800 Cr from rooftop solar. Order book stands at ₹710 Cr as of April 2026. Key risk: PM-KUSUM 2.0 delays could pressure H2 volumes, though rooftop and Magel Tala provide buffers.
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Pump installations (Q4)
17,008
+15% YoY
Installed 17,008 pumps in Q4 FY26 vs 14,797 in Q4 FY25.
Annual pump installations (FY26)
61,000+
+34% YoY
Installed over 61,000 pumps in FY26 vs 45,500 in FY25.
Cumulative installed capacity
617 MW
N/A
Total renewable energy capacity installed across India as of FY26.
Order book
₹710 Cr
N/A
Order book as on 31st March 2026, including post-April orders.
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Guidance and risk preview
Management targets doubling revenue to ~₹3,000 Cr in FY27, driven by 1.2-1.4 lakh pump installations and ₹600-800 Cr from rooftop solar.
The PM-KUSUM 2.0 scheme has been delayed, which could impact H2 FY27 volumes if not launched in time.
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