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Latest filing: 2026-07-31 13:10
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Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
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Gujarat Poly Electronics Q1 PAT at ₹0.70 Cr; Revenue grows 18.5% YoY to ₹5.53 Cr
Gujarat Poly Electronics (GPEL) reported a revenue of ₹5.53 Cr for the quarter ended June 30, 2026, marking an 18.5% increase from ₹4.67 Cr in the same quarter last year. Net profit for the quarter stood at ₹0.70 Cr, a sharp decline from ₹2.83 Cr in Q1 FY26, largely due to a higher base in the previous year which featured zero tax expenses. The company's core business remains the trading of electronic capacitors, which accounts for the entirety of its operations. Operating margins remain tight, with total expenses consuming approximately 82% of total income.
Confidence: HIGH
What changedThe company has released its first-quarter financial results for FY27, showing improved top-line performance but a normalized bottom line compared to the tax-advantaged Q1 of the previous year.
Why it mattersFor a micro-cap company with a ₹60 Cr market cap, the quarterly revenue of ₹5.53 Cr represents a significant portion (~32.5%) of its TTM revenue, indicating a strong start to the fiscal year in terms of volume.
Revenue from Operations (Q1): ₹5.53 CrNet Profit (Q1): ₹0.70 CrQ1 Revenue vs TTM Revenue: 32.52%Earnings Per Share (Q1): ₹0.82Total Expenses: ₹4.95 Cr
📅 Short termThe stock may see neutral to slightly cautious movement as the market reconciles the YoY profit drop against the healthy revenue growth.
📈 Long termLimited structural significance as the company remains a small-scale trader in a competitive electronic components market with volatile margins.
⚠ Risk flags
- Thin operating margins inherent in trading businesses
- High volatility in quarterly net profits
- Micro-cap liquidity risk
Key Highlights
Revenue from operations grew 18.5% YoY to ₹5.53 Cr compared to ₹4.67 Cr in June 2025
Net Profit declined to ₹0.70 Cr from ₹2.83 Cr in the year-ago period due to tax normalization and lower other income
Total expenses for the quarter stood at ₹4.95 Cr, with procurement costs (purchases and inventory changes) totaling ₹3.62 Cr
Earnings Per Share (EPS) for the quarter was ₹0.82, down from ₹3.31 in Q1 FY26
The company continues to operate as a single-segment entity focused on trading electronic capacitors
👀 What to Watch
Investors should monitor the sustainability of the 18.5% revenue growth and observe if the company can improve its thin operating margins, which are currently constrained by high procurement costs in the trading business.
Rs 5.53 Cr Revenue: Gujarat Poly Electronics Reports 18.5% YoY Revenue Growth in Q1 FY27
Gujarat Poly Electronics reported a revenue of Rs 5.53 Cr for the quarter ended June 30, 2026, marking an 18.5% increase from Rs 4.67 Cr in the same period last year. Net profit for the quarter stood at Rs 0.70 Cr, a decline from Rs 2.83 Cr YoY, though it showed a significant sequential recovery from Rs 0.12 Cr in Q4 FY26. The company maintains a debt-free balance sheet with a small market capitalization of Rs 60 Cr. Operations remain concentrated in the trading of electronic capacitors, which is the company's sole reportable segment.
Confidence: HIGH
What changedThe company has released its unaudited financial results for Q1 FY27, showing a return to revenue growth after a flat FY26.
Why it mattersFor a micro-cap company with only Rs 17 Cr in TTM revenue, a single quarter's performance of Rs 5.53 Cr represents a significant portion (approx. 32%) of its annual scale, indicating a potential pickup in trading volumes.
Revenue (Q1 FY27): Rs 5.53 CrNet Profit (Q1 FY27): Rs 0.70 CrQ1 Revenue vs TTM Revenue: 32.5%EPS (Q1 FY27): Rs 0.82Promoter Holding: 52.09%
📅 Short termThe stock may see neutral to slightly positive sentiment due to the sequential improvement in both revenue and profit compared to Q4 FY26.
📈 Long termLimited structural change; the company remains a small-scale player in the electronic component trading business with volatile margins.
⚠ Risk flags
- Micro-cap liquidity risk
- High earnings volatility
- Thin operating margins in the trading business
Key Highlights
Revenue from operations grew 18.5% YoY to Rs 5.53 Cr compared to Rs 4.67 Cr in Q1 FY26
Net profit for the quarter was Rs 0.70 Cr, yielding an EPS of Rs 0.82
Total expenses increased to Rs 4.95 Cr from Rs 4.36 Cr in the corresponding previous year quarter
Sequential revenue growth was 30.8% compared to the Rs 4.23 Cr reported in March 2026 quarter
The company remains debt-free with a net worth of approximately Rs 40 Cr
👀 What to Watch
Investors should monitor if the sequential recovery in revenue and margins can be sustained, as the company's TTM P/E of 2.1 is heavily distorted by a one-time gain in December 2025.
Gujarat Poly Electronics to Pay ₹0.50 Dividend; Re-appoints Executive Director at 37th AGM
Gujarat Poly Electronics Limited has scheduled its 37th Annual General Meeting (AGM) for August 20, 2026. The company has proposed a dividend of ₹0.50 per equity share (5% of face value) for FY26, with a record date of July 17, 2026. Additionally, the board is seeking shareholder approval for the re-appointment of Mr. Vinay Kumar Puniani as Executive Director for a two-year term starting August 1, 2026. Despite a small market cap of ₹63 Cr and TTM revenue of ₹17 Cr, the company maintains a debt-free balance sheet.
Confidence: HIGH
What changedThe company has formalized its annual shareholder meeting schedule, dividend payout details, and executive leadership continuity.
Why it mattersThe dividend represents a modest yield of ~0.68% on the current price, while the re-appointment of the Executive Director ensures management stability for the next two years.
Dividend per share: ₹0.50Dividend Yield (on CMP): 0.68%Director Appointment Term: 2 yearsTTM Revenue: ₹17 CrRecord Date: July 17, 2026
📅 Short termThe stock may see limited movement as the dividend is small and the record date mentioned in the document (July 17) precedes the filing date (July 23).
📈 Long termLimited structural impact; the company remains a small-cap player with high margins but low absolute revenue scale.
⚠ Risk flags
- Significant discrepancy between TTM Revenue (₹17 Cr) and TTM PAT (₹28 Cr) suggests heavy reliance on non-operational income.
Key Highlights
Proposed dividend of ₹0.50 per equity share of ₹10 face value for the financial year ended March 31, 2026.
Record date for dividend eligibility and electronic notice dispatch set as July 17, 2026.
Re-appointment of Mr. Vinay Kumar Puniani as Whole-time Director (Executive Director) for a 2-year term.
AGM to be conducted via Video Conferencing on August 20, 2026, at 11:00 A.M.
Remote e-voting period scheduled from August 17 to August 19, 2026.
👀 What to Watch
Investors should note the dividend record date has passed relative to the filing date; focus on the AGM commentary regarding the sustainability of the high ROCE (104%) and the source of the large Dec 2025 profit.
