| Management target | Revenue 30.0% FY29 |
|---|
| Revenue growth | 30% YoY in Q1 FY27 |
|---|---|
| Margins | EBITDA margin improved 204 bps YoY to 7.8%. |
| Demand visibility | Strong; fueled by defense shipbuilding and infrastructure capex cycles. |
| Management confidence | High; targeting 13%+ EBITDA margins through backward integration. |
Growth
Revenue reached Rs. 1,028.6 Mn (+30% YoY). EBITDA grew 76% YoY to Rs. 80.0 Mn.
Outlook
Targeting 25-30% revenue CAGR till FY29. Planning capacity expansion to 71,339 MTPA by FY27.
Risks
High concentration in government tenders/B2B (50%). Volatility in raw material costs like steel and ferroalloys.
Last quarter's promises, checked
Delivered
- Targeted double-digit EBITDA margin → delivered 7.8% in Q1 FY27 (= MISS)
- Targeted 25-30% revenue growth → delivered 30% YoY (= BEAT)
- Targeted INR 400 Cr+ cash flow from Thane land → delivered monetization process on track (= BEAT)
Partly delivered
- Targeted 90% capacity utilization → delivered progress toward 91% by FY29 (= PARTIAL)
Missed
- Targeted 10% plus EBITDA margin for FY27 → delivered 7.8% in Q1 (= MISS)
Investor Presentation filed with BSE, NSE: GEE. Summary written with AI assistance from the document.
GEE Ltd: key numbers
- Share price
- ₹122.00
- Market cap
- ₹634.1 Cr
- Revenue (annual)
- ₹369.1 Cr
- Net profit (annual)
- ₹13.00 Cr
- P/E (TTM)
- 33.6×Sector 53.9×
- 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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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
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GEE Q1 FY27 Results: Net Profit ₹6.8 Cr, Up 580.0% YoY
GEE Ltd reported revenue from operations of ₹102.9 Cr (+29.9% YoY) and net profit of ₹6.8 Cr (+580.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹6.8 Cr · +580.0% YoY