Transcript of Investors Conference Call held on 18th May, 2026 for Q4 and year ended 31st March, 2026.
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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
GEE Limited reported Q4 FY26 turnover of INR 112 crores, taking FY26 revenue to INR 370 crores from INR 334 crores in FY25. The company achieved 9% EBITDA margin (INR 33 crores) and 3.5% PAT margin (INR 13 crores). Management set an ambitious target of becoming a INR 1,000 crore company by FY29 with 25-30% CAGR growth, expecting INR 500 crore+ revenue in FY27. Key growth drivers include defense (INS Vikrant, submarines with MDL), nuclear power (NPCIL approval), thermal/hydropower expansion, railways, and flux core wire production starting July 2026. The company has 57% capacity utilization and plans to monetize non-core Thane land for INR 400 crores over 5 years.
The management's aggressive growth targets backed by defense and nuclear sector approvals signal strong momentum. Doubling margins to double digits and land monetization should improve profitability and reduce debt, making GEE Limited an attractive play on India's infrastructure and defense spending.