ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Gaja Alternative Asset Management earnings call we streamed: the live audio and our summary of what management said.
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.
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.
Fund 5 targets ₹2,500 Cr; Eastgate Fund 1 targets ₹1,500 Cr. Sponsor capacity ~₹8,000 Cr of new funds at 8.4% commitment.
Gaja Alternative AMC reports strong Q1 FY27 growth following its IPO, driven by rising performance income and fund maturity. Management emphasizes a shift toward predictable performance-linked earnings over traditional management fees.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.