Gee Limited has informed the Exchange about the Investor Presentation.
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GEE Limited shared an investor presentation detailing its growth plan through FY29. The 65-year-old welding consumables maker operates two plants with ~59,000 MT capacity at just 48% utilisation, leaving significant headroom. Management targets 25-30% revenue CAGR till FY29 and 13%+ EBITDA margins, driven by capacity ramp-up, backward integration (3-4% material cost savings), better formulations, and operating leverage. Non-core Thane land monetisation could unlock ₹400+ Cr over 5 years, funding capex and acquisitions. Q3FY26 revenue grew 14.1% YoY to ₹923.5 Mn, EBITDA jumped 78.1% to ₹87.4 Mn (margin up 340 bps to 9.5%), and net profit surged 230.2% YoY to ₹42.7 Mn.
Positive for shareholders — management has laid out a clear, multi-year roadmap for revenue tripling and margin expansion, backed by visible Q3FY26 improvement. The asset monetisation plan provides a funding cushion, reducing reliance on debt and supporting potential shareholder rewards.