Investor Presentation for the Quarter and Year Ended 31st March 2026
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GEE Ltd reported strong operational recovery in FY26 with Q4FY26 revenue of Rs. 1,121.6 Mn (up 27.5% YoY) and full-year revenue of Rs. 3,691.4 Mn (up 10.6% YoY). The company swung from a loss in FY25 to PAT of Rs. 130.0 Mn in FY26, with EBITDA margins improving to 9.0% from just 0.2% previously. Key wins include supplying electrodes for Vande Bharat trains, increased defense sector sales, and new NPCIL approvals. The company developed a creep-resistant electrode for P91/P92 thermal power applications, substituting imports after ~3 years of testing. Management targets 25-30% revenue CAGR through FY29 with EBITDA margins of 13%+, supported by backward integration, capacity scaling from 48% to 90% utilization, and non-core asset monetization (Rs. 400+ Cr from Thane land over 5 years).
GEE Ltd has turned around from FY25 losses with strong margin recovery; the multi-year guidance of 25-30% CAGR and 13%+ EBITDA margins by FY29 signals a structural improvement story, though execution on capacity ramp-up and new product launches will be key.