| 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.
Earnings Call Transcript filed with BSE, NSE: VISCO. Summary written with AI assistance from the document.
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.
More from GAMCO Ltd
All →GAMCO Investor Presentation: Key Takeaways
Q2FY27 revenue Rs140.94 Cr (+61.67% YoY, +23.94% QoQ); EBITDA Rs12.16 Cr (8.65% margin); PAT Rs6.06 Cr (4.31% margin). Pivot to real estate, warehousing and hospitality.
GAMCO Management Change
GAMCO appointed Jayshri Tulsyan as Non-Executive Independent Director for 24 months, effective October 31, 2026. Ayushi Khaitan resigned as Non-Executive Non-Independent Director, citing personal reasons.
GAMCO Other Announcement
Gamco Ltd filed its half-yearly related party transactions disclosure under Regulation 23(9) for the period ended 30 September 2026. The filing is a periodic cumulative statement with no new transaction or board decision.
- Execution
- Half year ended 30 September 2026
GAMCO Preferential Issue
Gamco Limited's board constituted an Allotment Committee for its preferential issue on 31 October 2026. No amount or share count was disclosed in the filing.
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
GAMCO Board Meeting Date
Gamco schedules a 31 October 2026 board meeting to approve unaudited standalone and consolidated results. Trading window stays closed until 48 hours after results.