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Earnings Call

GEE Earnings Call: Key Takeaways

GEE Limited reported strong FY26 performance with Revenue at ₹3,691.4 Mn (up 10.6% YoY) and PAT at ₹130 Mn (up 240.7% YoY). Management is pivoting toward a high-margin, specialized product strategy.

Highlights
Revenue growth10.6% YoY for FY26; targeting 25-30% CAGR through FY29.
MarginsEBITDA margin hit 9.9% in Q4FY26; targeting 13% by FY29.
Demand visibilityStrong from Railways (Vande Bharat), Defense, and infrastructure sectors.
Management confidenceHigh; post-restructuring focus on aggressive growth and niche segments.

Growth

FY26 Revenue grew 10.6% YoY; Q4FY26 PAT surged 123.5% YoY. EBITDA margins improved from 0.2% to 9.0% annually.

Outlook

Targeting 25-30% Revenue CAGR and 13%+ EBITDA margins by FY29 via backward integration and specialty products.

Risks

High-entry barriers noted; historical family disputes resolved in mid-2025. Dependence on industrial sector cyclicality.

Source

Earnings Call filed with BSE, NSE: GEE. Summary written with AI assistance from the document.

Read the document ↗

GEE Ltd: key numbers

Share price
₹129.45
Market cap
₹672.8 Cr
Revenue (annual)
₹369.1 Cr
Net profit (annual)
₹13.00 Cr
P/E (TTM)
35.7×Sector 53.6×
Promoter holding
63.58%-0.39% QoQ
FII holding
1.15%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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16:40 IST BSE
Annual General Meeting

GEE Annual General Meeting

GEE Limited's Annual General Meeting held on September 7, 2026, was adjourned due to a lack of quorum. The adjourned meeting is scheduled for September 12, 2026.

11:37 IST BSE
Earnings Call

GEE Earnings Call Transcript: Key Takeaways

GEE Ltd delivered strong Q1 FY27 revenue growth of 30% YoY, driven by infrastructure and defense sectors. While management projects aggressive 1,000 Cr revenue targets by FY30, analyst skepticism persists regarding historical stagnation.

Call
Guides 30% growth