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GMR Power & Urban Infra
GMRP&UI
NSE
BSE
NSEBSESectorPower
91.69
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NSEBSECompany insights, generated from the most recent coverage.
MSCI Smallcap exclusion highlights sector rotation away from infrastructure companies with weak balance sheets, high leverage (60% promoter pledge), and solvency concerns (Altman Z Score 1.08).
Exclusion signals market preference against capital-intensive businesses with policy dependency and long gestation periods amid slower growth profiles.
The Quarter story
The two most recent quarterly results, compared side-by-side.
Energy and highway operations drive margin recovery and debt reduction, while smart metering faces profitability headwinds.
Kamalanga EBITDA grows from 2.9 to 2,514 from Q1 FY26 to Q1 2026-27, reflecting strong operational recovery.
Smart Metering EBITDA margin falls from 9% to -1% from Q1 FY26 to Q1 2026-27, signaling cash flow pressure.
Ambala-Chandigarh average daily traffic rises from 41.1 to 43.5 from Q1 FY26 to Q1 2026-27, supporting steady toll revenue growth.
Smart Metering interest and finance charges climb from 138 to 436 from Q1 FY26 to Q1 2026-27, increasing debt servicing costs.
Overdue accounted receivables fall from 19 to 6.8 from Q1 FY26 to Q1 2026-27, improving cash collection efficiency.
Chennai ORR net debt rises from 3,632 to 3,743 from Q1 FY26 to Q1 2026-27, indicating stable but elevated leverage.
Consolidated finance cost drops from 4,460 to 3,181 from Q2 FY26 to Q1 2026-27, easing the overall interest burden.
Warora other expenses climb from 591 to 837 from Q1 FY26 to Q4 FY26, signaling rising ancillary costs.
Warora PAT surges from 391 to 758 from Q1 FY26 to Q1 2026-27, confirming strong profit growth in the energy segment.
Proforma net debt to LTM EBITDA ratio increases from 4.1x to 4.7x from Q1 FY26 to Q1 2026-27, indicating slightly higher leverage.
