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Earnings Call

GEE Earnings Call: Key Takeaways

GEE Ltd reported FY26 revenue of ₹370cr with 9% EBITDA margins. Management is pivoting towards high-margin defense, nuclear, and specialized welding consumables to drive expansion.

Highlights
Revenue growthFY26: ₹370cr vs ₹334cr YoY. Q4: ₹112cr.
MarginsTargeting 10% plus EBITDA margins for FY27.
Order bookPending orders for Inconel electrodes >20 tons; major BHEL/L&T orders.
Demand visibilityStrong traction in defense, nuclear power, and railway sectors.
Management confidenceHigh; aiming for world-class welding solutions provider status.

Growth

FY26 revenue grew to ₹370cr from ₹334cr (FY25). Q4 FY26 revenue reached ₹112cr with 3.5% PAT margins.

Outlook

Targeting ₹1,000cr revenue by FY29 (25-30% CAGR). Planning ₹20-30cr capex and ₹400cr+ cash flow from land monetization.

Risks

Seasonal slowdown in Q1 due to monsoon and labor shortages. Pricing currently 6-7% lower than top-tier competitors.

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