GNG Electronics Limited — Investor Meet, 25-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

GNG Electronics reported robust Q1 FY26, with revenue up 22% YoY to 312.3 Cr and PAT surging 55% YoY to 18.5 Cr, driven by strong demand and better pricing. EBITDA margin expanded to 11.3%. Management projects 25% YoY revenue growth and 75-100 bps margin expansion for the coming years. The company, India's largest computer refurbisher, benefits from its asset-light model and deep integration across procurement, refurbishment, and multi-country sales. Post-IPO, debt is significantly reduced. Management expressed confidence in expanding market share and leveraging its unique value proposition in the growing refurbished ICT market, seeing the business as recession-proof.