Gaja Alternative Asset Management Ltd
Gaja Alternative Asset Management Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
2 of 3 strong
The short version
Gaja Capital's total income grew 26% YoY in Q1 FY27 and 39% YoY for the last 12 months ended June 2026. - Profit after tax grew 35% YoY in Q1 and 38% YoY in the last 12 months, indicating strong earnings growth. - Fee-paying capital currently at INR 3,200 crores; Fund V (INR 2,500 crores) and Eastgate Secondaries (INR 1,500 crores) expected to add INR 4,000 crores, expanding AUM significantly. - Business diversification from three to five funds and strategies from one to two will support growth. - Historical income trendline: total income growth at 24% p.a. Gaja Capital's profits grew at a 35% CAGR between March 2024 and March 2026, with continued strong growth indicated in Q1 FY27 (35% profit growth YoY).
From Gaja Alternative Asset Management Ltd's Q1 FY27 earnings-call transcript · updated 23 Sept 2026.
Revenue & Sales Performance
- Gaja Capital's total income grew 26% YoY in Q1 FY27 and 39% YoY for the last 12 months ended June 2026.
- Profit after tax grew 35% YoY in Q1 and 38% YoY in the last 12 months, indicating strong earnings growth.
- Fee-paying capital currently at INR 3,200 crores; Fund V (INR 2,500 crores) and Eastgate Secondaries (INR 1,500 crores) expected to add INR 4,000 crores, expanding AUM significantly.
- Business diversification from three to five funds and strategies from one to two will support growth.
- Historical income trendline: total income growth at 24% p.a. and profit at 35% p.a.; management is confident in maintaining this trend while refraining from formal guidance.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Gaja Alternative Asset Management Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Gaja Capital is launching two key initiatives for FY26-27:
- Fund V: Continuation of flagship strategy with a target size of INR 2,500 crores, investing in mid-market companies.
- Eastgate Secondaries: New secondary strategy targeting INR 1,500 crores, providing liquidity to PE and VC fund managers by acquiring stakes in private companies.
- These represent strategic capital commitments expanding fee-paying capital by approximately INR 4,000 crores over the current INR 3,200 crores.
- The platform aims to grow in a disciplined, measured way focused on their core mid-market competence.
2 more points management made on capital expenditure plans
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Gaja Alternative Asset Management Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
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Frequently Asked Questions
What were Gaja Alternative Asset Management Ltd Q1 FY27 results?
Gaja Capital's total income grew 26% YoY in Q1 FY27 and 39% YoY for the last 12 months ended June 2026. - Profit after tax grew 35% YoY in Q1 and 38% YoY in the last 12 months, indicating strong earnings growth. - Fee-paying capital currently at INR 3,200 crores; Fund V (INR 2,500 crores) and Eastgate Secondaries (INR 1,500 crores) expected to add INR 4,000 crores, expanding AUM significantly. - Business diversification from three to five funds and strategies from one to two will support growth. - Historical income trendline: total income growth at 24% p.a. Gaja Capital's profits grew at a 35% CAGR between March 2024 and March 2026, with continued strong growth indicated in Q1 FY27 (35% profit growth YoY).
What is Gaja Alternative Asset Management Ltd share price analysis?
Gaja Alternative Asset Management Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 23.3 with a market cap of ₹2,009 Cr. Investors should review the full earnings analysis for detailed insights.
Is Gaja Alternative Asset Management Ltd planning capital expenditure?
Gaja Capital is launching two key initiatives for FY26-27: - Fund V: Continuation of flagship strategy with a target size of INR 2,500 crores, investing in mid-market companies.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.