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Investor Presentation

GNG Electronics Investor Presentation: Key Takeaways

GNG Electronics delivered strong Q1 FY27 results with 32% revenue growth and significant margin expansion driven by international demand and strategic inventory positioning amid memory shortages.

Why this was an Alfa AlertRevenue beat own guidance: guided None–25.0, achieved 32.0 (+28.0% above upper end, mgmt confirmed).
Guidance and delivery
Revenue guidance 25.0% → 30.0% Raised by 5.0 percentage points
Management target Revenue 30.0% FY27
Highlights
Revenue growth32% YoY to INR 412.5 Cr.
MarginsGross margin up 329bps YoY to 24.65%.
Demand visibilityStrong domestic and international momentum.
Management confidenceHigh, citing 'comfortably ahead' of guidance.

Growth

Revenue grew 32% YoY to INR 412.5 Cr. PAT rose 56% YoY to INR 28.9 Cr.

Outlook

Revenue guidance raised to 30%; PAT margin growth target increased to 0.75%-1%. Expanding global distribution network.

Risks

Persistent memory shortages, high working capital requirements, and geopolitical disruptions in the Middle East.

Last quarter's promises, checked

Delivered

  • Guided 25% revenue growth → delivered 32% (= BEAT)
  • Guided 50bps PAT margin expansion → delivered ~100bps (= BEAT)
  • Guided 10.6%-11.5% EBITDA margin → delivered ~12.5% (= BEAT)

Partly delivered

  • Guided net debt reduction → delivered INR 406 Cr vs INR 300 Cr target (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: EBGNG. Summary written with AI assistance from the document.

Read the document ↗

GNG Electronics Ltd: key numbers

Share price
₹669.00
Market cap
₹7,627 Cr
Revenue (annual)
₹1,891 Cr
Net profit (annual)
₹131.6 Cr
P/E (TTM)
53.5×Sector 80.0×
Promoter holding
74.77%-3.94% QoQ
FII holding
5.27%Current quarter

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

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Value
₹175.0 Cr