Gaja Alternative Asset Management Limited — Q1FY27 Earnings Call Summary

GAJA · Q1FY27 · Filed 17 Sep 2026

Key Takeaways

• Q1 FY27 total income grew 26% y-y to INR51.8 Cr; LTM income up 39% to INR168.4 Cr
• Q1 FY27 PAT rose 35% y-y to INR27.2 Cr; LTM PAT increased 38% to INR89.1 Cr
• Management fee income grew 7%, performance income up 17% y-y in Q1 FY27
• Fund IV deployed 81%, tracking 29% gross IRR; Fund V approved with INR2,500 Cr target
• Cost-to-income ratio improved to 38.4% from 42.3% y-y; operating leverage evident
• No future guidance issued; historical profit CAGR ~35% over last two years
• Eastgate secondaries fund targeting INR1,500 Cr; strategy diversifies income streams
• Sponsor commitment ~7.1% of fund size; management holds 68% ownership post-IPO
• Carried interest booked on realized basis; performance income increasingly predictable
• Multiple analyst queries on Fund III carried interest and performance fee trends

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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.