EBGNG

Management Guidance & Outlook - Raised FY27 revenue growth guidance to 40% YoY (up from earlier guidance of 30%). - Upgraded FY27 net margin expansion guidance by 150 bps YoY (doubled from previous guidance of 75-100 bps). - Anticipates full-year tax rate to be between 14% to 16%. - Net debt expected to remain largely flattish around ₹427 Cr through FY27 end, with inventory expansion funded mainly via accruals. Financial & Operational Highlights - Q2 FY27 consolidated revenue grew 42% YoY to ₹624.8 Cr with gross margin expanding 515 bps YoY to 25.1%. - Volume processed in Q2 was ~2,25,000 units (up 30% YoY), with laptop average selling prices (ASPs) rising to ~₹31,000 from ₹28,000 YoY. - Footprint expanded to 55 countries with customer touchpoints increasing to 5,542. Industry Trends & Growth Drivers - Global new PC shipments declined ~20% due to acute memory shortages and AI infrastructure demand, driving up new PC prices by ~80% and widening value appeal for refurbished devices. - Plans to expand international presence deeper across the US, Europe, and enter APAC markets (Singapore, Vietnam, Japan, Australia, New Zealand). - Current refurbishment capacity utilization stands at 40%-50%, providing sufficient runway without immediate heavy capex needs.

- GNG Electronics Limited informed the exchanges about the audio recording of the Earnings Conference Call for the quarter ended September 30, 2026. - The call was held on November 03, 2026. - The audio recording has been made available on the company's website for investors and analysts.

- Q2 FY27 Revenue from Operations grew 42% YoY to ₹624.8 Cr. - EBITDA surged 100.7% YoY to ₹93.9 Cr with margins expanding 439 bps to 15.0%. - PAT increased 72.5% YoY to ₹56.4 Cr. - Management highlighted strong refurbished ICT demand and expanded footprint to 55 countries.

Q2 FY27 Consolidated Revenue ₹624.8Cr vs ₹439.9Cr (▲42% YoY) EBITDA ₹93.9Cr vs ₹46.8Cr (▲101% YoY) PAT ₹56.4Cr vs ₹32.7Cr (▲72% YoY) EBITDA Margin 15% vs 10.6% (▲439bps)

- Approved unaudited Standalone and Consolidated Financial Results for the quarter and half-year ended September 30, 2026. - Approved issuance/enhancement of corporate guarantees totaling AED 115 million for material subsidiary Electronics Bazaar (FZC). - Approved availing additional working capital term loans of ₹60.15 crore under ECLGS 5.0 from HDFC Bank, Kotak Mahindra Bank, and ICICI Bank.

Concall Schedule Concall Date: 3rd November 2026 Concall Time: 06:00 PM IST

- Electronics Bazaar FZC, a subsidiary of GNG Electronics Limited, has entered into a Tenancy Contract with the Government of Sharjah (SAIF Zone) for leasing a refurbishment facility. - Location: SAIF Zone, UAE. - Lease Area: 2238.77 sq. mtrs. - Lease Tenure: 25 years commencing from September 24, 2026, subject to annual renewal. - Objective: To meet increasing operational requirements and expand refurbishing capacity in the region.

- Trading window for dealing in company securities closed from October 01, 2026. - Closure remains in effect until 48 hours after the declaration of financial results for Q2 ending September 30, 2026.

- The 20th Annual General Meeting (AGM) of GNG Electronics Limited for FY 2025-26 is scheduled for September 24, 2026, at 4:00 PM IST via Video Conferencing/OAVM. - Remote e-voting will be available from September 20, 2026 (09:00 A.M. IST) to September 23, 2026 (05:00 P.M. IST), with September 17, 2026, as the cut-off date for voting rights.

- GNG Electronics Limited announced book closure from September 18, 2026, to September 24, 2026 (both days inclusive). - The book closure is for the purpose of the 20th Annual General Meeting of the Company.

- This filing is a revised outcome of the Board Meeting held on August 27, 2026, providing additional clarity on Related Party Transactions (RPTs). - Re-appointment of Mr. Ajay Pancholi as a Director, retiring by rotation. - Appointment of M/s. N N J & Co. as Secretarial Auditor for five consecutive years from FY 2026-27 to FY 2030-31, subject to shareholder approval. - Approval of material Related Party Transactions for FY 2026-27, subject to shareholder approval. - The 20th Annual General Meeting (AGM) will be held on Thursday, September 24, 2026, at 04:00 PM IST. - Book closure dates for the AGM are from September 18, 2026, to September 24, 2026.

- Board meeting held on August 27, 2026. - Re-appointed Mr. Ajay Pancholi as a Director. - Approved the appointment of M/s. N N J & Co. as Secretarial Auditor for five consecutive years (FY 2026-27 to FY 2030-31). - Approved material Related Party Transactions, subject to shareholder approval. - The 20th Annual General Meeting (AGM) will be held on Thursday, September 24, 2026.

- Q1 FY27 saw 32% YoY revenue growth to ₹412.5 Cr, with Gross margin at 24.65%, EBITDA margin at 12.8% and PAT margin at 7%. - FY27 revenue guidance revised upwards to 25-30% (from earlier 25%), and PAT margin growth guidance increased to 0.75-1% (from 0.5%). - Memory prices rose 10% in Q1 and are projected to rise 5-10% every quarter, providing tailwinds. - Company maintains strategic inventory (₹700 Cr in Q1) for pricing power and margin advantage. - Net debt increased to ₹406 Cr from ₹399 Cr at Q4 FY26 end. - Management sees potential to increase refurbished product pricing from current ~30% of new product price to 50% due to growing trust and quality. - Investments in employees and marketing for global expansion are ongoing, with operating leverage expected soon. Effective tax rate for FY27 is guided at 10-12%.

New Filing detected. See link for details.

New Filing detected. See link for details.

- Consolidated Revenue ₹412.46Cr vs ₹312.28Cr (▲32.07% YoY) - EBITDA ₹49.37Cr vs ₹32.31Cr (▲52.78% YoY) - PAT ₹28.93Cr vs ₹18.52Cr (▲56.10% YoY) - EBITDA Margin 11.97% vs 10.35% (▲162bps)

- Concall Schedule - Concall Date: Thursday, July 30, 2026 - Concall Time: 06:00 PM IST - To discuss results for Q1FY27. - The call will be represented by Mr. Sharad Khandelwal (Managing Director) and Mr. Ajay Pancholi (Director).

- Concall Schedule - Concall Date: Thursday, July 30, 2026 - Concall Time: 06:00 PM IST

- Investor/Analyst Meet Schedule - Meet Date: July 07, 2026 to July 08, 2026 - Event: Maybank Flagship Conference - Invest ASEAN 2026 - Venue: Singapore

- GNG Electronics Limited announced a strategic distribution partnership with Redington Limited to accelerate nationwide expansion of refurbished ICT Solutions. - Redington Limited will distribute GNG Electronics' professionally refurbished laptops, desktops, and enterprise computing systems across India. - The partnership aims to widen GNG's reach, deepen market penetration, and strengthen access to warranty-backed refurbished systems.