The call has ended.
Key takeaways
H1 revenue ₹254 Cr (+79%) and PAT ₹38.5 Cr, but Q2 profit fell sharply from Q1 (₹6 Cr vs ₹32 Cr) and margins compressed. Growth leans on investment sales and debt-funded expansion, with no quantified guidance.
| Revenue growth | Q2 ₹140.6 Cr, +61.7% YoY; H1 +79%; largely investment-sale driven. |
|---|---|
| Margins | H1 EBITDA margin 21%; Q2 margin 9%, down from Q1 quarter. |
| Demand visibility | Claimed supply constraints in hospitality, warehousing; no demand metrics quoted. |
| Management confidence | Over-optimistic on pipeline; hedged on capital discipline and earnings quality. |
Growth
Q2 revenue ₹140.6 Cr, +61.7% YoY, but largely investment-sale driven; Q2 EBITDA margin 9%.
Outlook
Warehousing revenue expected from FY28; Alepur ₹250 Cr and Jesser Road ₹1,100 Cr revenue targets; hotel payback 5–7 years.
Risks
Q2 EBITDA just ₹12 Cr; analyst estimates ₹900–1,500 Cr funding need; plans rely on liquidating equity book and market borrowing.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
GAMCO Q2 FY27 Results: Turns Profitable, Net Profit ₹6.1 Cr
GAMCO Ltd reported revenue from operations of ₹140.6 Cr (+61.8% YoY) and net profit of ₹6.1 Cr for Q2 FY27.
- Key figure
- Net profit ₹6.1 Cr
Call details
| Company | Gamco Ltd |
|---|---|
| NSE symbol | GAMCO |
| ISIN | INE890S01026 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 4 November 2026 |
| Time | 12:00 PM IST |
Gamco Ltd: key numbers
- Share price
- ₹43.00
- Market cap
- ₹232.3 Cr
- Revenue (annual)
- ₹301.4 Cr
- Net profit (annual)
- ₹-47.17 Cr
- P/E (TTM)
- -15.3×Sector 19.4×
- Promoter holding
- 72.28%+0.27% QoQ
- FII holding
- 0.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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