GAYAPROJNSEGayatri Projects Limited· ConstructionHighNeutral
Announced Thu, 25 Sept · 21:26 IST

Please find enclosed the outcome of the Board meeting held on September 25, 2025

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

The board of Gayatri Projects approved raising the company's authorised share capital to Rs. 120 crore from the current level, comprising 60 crore equity shares of Rs. 2 each. It cleared a preferential allotment of up to 10 crore equity shares to the promoter (Chairman T.V. Sandeep Kumar Reddy) and up to 21.40 crore shares to non-promoter investors, all priced at Rs. 10 per share (an Rs. 8 premium over face value). The non-promoter list includes several institutional and family-office names such as Antara India Evergreen Fund (3.5 crore shares), RRS Family Trust (3.5 crore), Dnyaneshwar Trading (2.5 crore), Varanium India Opportunity Fund (2.5 crore), and Zeal Global Opportunities Fund (1.5 crore). The board also approved up to 20 lakh shares under an Employee Share Purchase Scheme and called an EGM on 23 October 2025 to seek shareholder approval. In total, the preferential issues could raise roughly Rs. 314 crore (10 crore promoter shares + 21.40 crore non-promoter shares, each at Rs. 10).

Likely market impact

This is a meaningful equity dilution for existing shareholders, with preferential shares being issued at a fixed Rs. 10 price well above face value but without an open-market price discovery. The entry of marquee institutional investors like Antara is a positive signal of confidence, though retail shareholders should weigh the dilution (over 31 crore new shares) against the capital being raised. Watch the EGM outcome on 23 October and the final allotment price/identities for non-promoter investors.