GNG Electronics Limited Q2 FY26 earnings call summary

Earnings call of 4 Nov 2025, summarised by AI from the filing.

GNG Electronics Q2 FY26 revenue ₹4,399 million, up 25% Y-o-Y, with FY26 guidance of 20%-25% growth and 75 bps margin improvement reiterated.

Key takeaways

1. Q2 revenue ₹4,399 million, up 41% sequentially and 25% Y-o-Y, on higher throughput and institutional demand.
2. FY26 guidance 20%-25% top-line growth and 75 bps margin improvement reiterated, leaning on caution.
3. Growth driver AI-driven demand for high-end computing and refurbished value proposition at one-third of new laptop cost.
4. Risk Global semiconductor shortages and chip manufacturing concentration strain availability of new devices.

Original filing on BSE

GNG Electronics Limited Q1 FY27 results

As filed: Revenue ₹412 cr (+32% year on year), EBITDA ₹49.4 cr (+54% year on year), PAT ₹28.9 cr (+52% year on year), EBITDA margin 12.0% (+171 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹652 cr, EBITDA ₹63.4 cr, PAT ₹42.2 cr, EBITDA margin 9.7%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹652 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −0.7% in 30 days (Nifty 500: −1.4%).
• Q3 FY26: Revenue ₹487 cr, EBITDA ₹54.0 cr, PAT ₹38.7 cr, EBITDA margin 11.1%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹487 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +19.7% in 29 days (Nifty 500: −4.0%).
• Q2 FY26: Revenue ₹440 cr, EBITDA ₹46.0 cr, PAT ₹33.0 cr, EBITDA margin 10.5%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹440 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −6.8% in 30 days (Nifty 500: +0.3%).
• Q1 FY26: Revenue ₹312 cr, EBITDA ₹32.0 cr, PAT ₹19.0 cr, EBITDA margin 10.3%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹312 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +16.0% in 30 days (Nifty 500: +2.0%).

Past price moves after results do not indicate future moves. Not a recommendation.

GNG Electronics Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (30 Jul 2026), Results deck (30 Jul 2026)
• Q4 FY26: Earnings call (5 May 2026), Results deck (5 May 2026)
• Q3 FY26: Earnings call (5 Feb 2026), Results deck (5 Feb 2026), Results press release (5 Feb 2026)
• Q2 FY26: Earnings call (4 Nov 2025), Results deck (4 Nov 2025), Results press release (4 Nov 2025)
• Q1 FY26: Earnings call (19 Aug 2025), Results deck (19 Aug 2025), Results press release (20 Aug 2025)