Gaja Alternative Asset Management Limited — Q1FY27 earnings call summary

Filed 17 September 2026 · Official transcript

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