GNG Electronics Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GNG Electronics posted strong Q4 and full-year FY26 results. Q4 revenue grew 43% YoY to 651.7 Cr, with PAT nearly tripling to 42.1 Cr. FY26 revenue rose 34% to 1,891 Cr, and PAT grew 91% to 132 Cr, with PAT margin reaching 7%. Management attributes growth to robust demand and strategic inventory. The company anticipates 25% revenue growth and 50 bps PAT margin expansion for FY27, leveraging industry tailwinds from AI-led component shortages. Strategic inventory (743 Cr) and reduced debt (300 Cr) position GNG well. Operations in the UAE remain unaffected. Management expressed confidence in expanding market trust in refurbished products.