ALFA Finder| Revenue growth | 26% YoY growth to ₹51.8 Cr, driven by performance income. |
|---|---|
| Margins | Cost-to-income improved to 38.4% from 42.3%, showcasing scalability. |
| Demand visibility | Strong; alternative assets in India expected to grow 6x in decade. |
| Management confidence | Extremely high following oversubscribed IPO and SEBI approvals for new funds. |
Growth
Total income grew 26% YoY to ₹51.8 Cr; PAT rose 35% to ₹27.2 Cr. Growth is powered by underlying fund performance and sponsor gain realizations.
Outlook
Targeting ₹2,500 Cr for Fund V and ₹1,500 Cr for Eastgate secondary fund. Aiming to maintain historical profit CAGR of 35%.
Risks
Performance income remains lumpy and market-sensitive despite management's claims of increased predictability. High reliance on exits from mature funds like Fund II.
Earnings Call Transcript filed with NSE, NSE: GAJA. Summary written with AI assistance from the document.
Gaja Alternative Asset Management Ltd: key numbers
- Share price
- ₹135.49
- Market cap
- ₹1,911 Cr
- Revenue (annual)
- ₹135.5 Cr
- Net profit (annual)
- ₹79.66 Cr
- Promoter holding
- 54.23%
- FII holding
- 0.63%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Gaja Alternative Asset Management Ltd
All →Gaja Alternative Asset Management Annual General Meeting
Gaja Alternative Asset Management issued a postal ballot notice on 6 November 2026 seeking shareholder approval for ESOP ratification, Section 186 loans and eleven material related-party transactions. Voting runs from 9 November to 8 December 2026.
Gaja Alternative Asset Management Earnings Call Transcript: Key Takeaways
Q2 PAT ₹64.7 Cr (+54% YoY) includes a ₹15 Cr deferred tax write-back; PBT grew only 13%. Fee income (₹61.3 Cr TTM) roughly covers ₹63.4 Cr expenses, and carry is lumpy and realization-driven.
Gaja Alternative Asset Management Other Announcement
Gaja Asset Management filed its quarterly Monitoring Agency Report for Sep 2026 under Reg 32(6). The report confirms IPO proceeds utilisation was in line with the offer document, with no deviations.
Gaja Alternative Asset Management Investor Presentation: Key Takeaways
Q2 FY27 total income ₹65.5 Cr (+26% QoQ); PAT ₹64.7 Cr, boosted by ₹15 Cr tax reversal. H1 PAT ₹91.9 Cr (+48% YoY). Net worth ₹1,106 Cr, debt-free.
Gaja Alternative Asset Management Dividend
Gaja AAM declared a first interim dividend of Rs. 0.50 per share on November 4, 2026. Record date for FY 27 dividend is November 12, 2026.
Gaja Alternative Asset Management Results Update
Gaja AMC reported Q2 FY27 total income of ₹117.3 Cr and H1 PAT of ₹91.9 Cr. Board declared ₹0.50 per share interim dividend.