GNG Electronics Limited – Investor Presentation Summary

Key Operational Highlights

  • Global reach expanded to 49 countries
  • Customer touchpoints increased to over 5,100
  • Distribution ecosystem strengthened through dealer meets across India
  • EB Elite Program launched to strengthen distribution ecosystem

Key drivers of operational performance: Expansion of global presence, diversification of supplier base, and initiatives to strengthen channel partner engagement.

Segment-wise Performance

Not Specified

Financial Highlights

Revenue: ₹412.5 crore

EBITDA: ₹52.9 crore

PAT: ₹28.9 crore

EPS: ₹2.54

Margins: Gross Profit Margin 24.6%, EBITDA Margin 12.8%, PAT Margin 7.0%

YoY/QoQ comparison: Revenue growth of 32.1% YoY, EBITDA growth of 50.4% YoY, PAT growth of 56.2% YoY. QoQ revenue declined 36.7% from Q4 FY26, EBITDA declined 17.3%, PAT declined 31.3%.

Drivers of financial performance: Higher revenue growth, improved gross profit margins (up 329 bps YoY), and disciplined execution.

Comparison to market estimates: Not Specified

Key Risks: Not Specified

Geographical Revenue Split

Domestic vs Export/Regional Revenue: Not Specified

Regional Breakdown: Not Specified

Balance Sheet Snapshot

Net Debt/Equity: Not Specified

Reserves: Not Specified

Current Assets/Liabilities: Not Specified

Working Capital/Leverage Metrics: Not Specified

Financial Health Insights: Not Specified

Capex & Cash Flow Health

Capital Expenditure: Not Specified

Free Cash Flow: Not Specified

Operating Cash Flow: Not Specified

Net Debt Movement: Not Specified

Investment Rationale: Not Specified

Strategic & R&D Initiatives

Investments in Innovation: Not Specified

Expected impact on growth: Not Specified

Strategic Rationale: Expanding into high-growth markets through global reach expansion and partnership with Redington Limited for wider distribution across India's organized technology network.

Industry Trends & Business Environment

Macro/Industry Trends: Global ICT industry witnessing structural shift towards professionally refurbished computing solutions driven by increasing enterprise adoption, cost optimization, and sustainability initiatives.

Impact on Company: Positive impact on business growth as company is positioned to capitalize on the structural opportunity in refurbished ICT industry.

Management Commentary & Growth Outlook

Strategic Outlook: Management remains confident in the long-term opportunity for the refurbished ICT industry and committed to delivering sustainable growth, improving profitability, and creating long-term value for stakeholders.

FY Guidance: Not Specified

Market Share Targets: Not Specified

Risks and Opportunities: Not Specified

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