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Latest filing: 2026-08-03 15:59
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Rs 10.78 Cr PAT in Q1 FY27; GKW Limited Recovers from Previous Quarter Loss
GKW Limited reported a Profit After Tax (PAT) of Rs 10.78 Cr for the quarter ended June 30, 2026, marking a recovery from the Rs 5.61 Cr loss in the preceding quarter (March 2026). Total income for the quarter was Rs 18.52 Cr, down 13.6% YoY from Rs 21.44 Cr in June 2025. The Investment and Treasury segment remains the primary driver, contributing Rs 11.36 Cr to revenue, while the Warehousing segment remained stable at Rs 3.52 Cr. A significant legal risk persists regarding a Rs 32.56 Cr stamp duty demand in Maharashtra, which is currently under appeal and remains unprovided for.
Confidence: HIGH
What changedThe company returned to profitability in Q1 FY27 after a loss in the previous quarter, primarily due to improved performance in the Investment and Treasury segment.
Why it mattersGKW is an asset-heavy company with a massive net worth of Rs 2,620 Cr (P/B 0.4); its financial performance is highly sensitive to market-linked treasury gains and the monetization of its freehold land bank.
PAT (Q1 FY27): Rs 10.78 CrTotal Income: Rs 18.52 CrStamp Duty Dispute: Rs 32.56 CrDispute vs TTM Revenue: ~102%Net Worth: Rs 2,620 Cr
📅 Short termThe return to profitability may provide short-term support, but the stock is likely to remain range-bound given the volatile nature of treasury income and the pending legal liability.
📈 Long termThe long-term value is tied to the execution of the Joint Development Agreement for its land bank; the core warehousing business provides a small but steady cash flow base.
⚠ Risk flags
- Significant unprovided legal liability of Rs 32.56 Cr
- High volatility in treasury and investment income
- Concentration risk in non-core financial income
Key Highlights
Net Profit of Rs 10.78 Cr in Q1 FY27 vs a loss of Rs 5.61 Cr in Q4 FY26
Investment and Treasury segment revenue of Rs 11.36 Cr, representing 61% of total income
Pending legal dispute involving a Rs 32.56 Cr stamp duty demand, equivalent to ~102% of TTM revenue
Warehousing segment revenue of Rs 3.52 Cr, showing a slight 7% decline YoY
Total Comprehensive Income of Rs 9.35 Cr after accounting for losses on equity instruments
👀 What to Watch
Monitor the final order regarding the Rs 32.56 Cr stamp duty appeal and track the progress of the Joint Development Agreement (JDA) which is critical for unlocking the value of the company's large land bank.
GKW Limited Reports FY26 Net Loss of ₹18.47 Cr; Land Revaluation Boosts Comprehensive Income
GKW Limited reported a significant net loss of ₹18.47 crore for FY26, a sharp decline from the ₹6.15 crore profit recorded in FY25. The loss was primarily driven by a surge in 'Other Expenses' to ₹28.69 crore, which included ₹18.26 crore spent on land-related dispute settlements and confirmations. Despite the operational loss, the company's Total Comprehensive Income soared to ₹212.92 crore due to a massive ₹221.27 crore surplus from the revaluation of freehold land. Investors should remain cautious of an ongoing ₹32.56 crore stamp duty dispute in Mumbai.
Key Highlights
Net Loss of ₹1,846.90 Lakhs in FY26 compared to a Net Profit of ₹615.30 Lakhs in FY25.
Revenue from operations remained nearly flat at ₹3,209.38 Lakhs vs ₹3,278.00 Lakhs YoY.
Other expenses spiked to ₹2,869.28 Lakhs, including ₹18.26 crore for land-related litigation avoidance.
Total Comprehensive Income reached ₹21,292.20 Lakhs, driven by a land revaluation surplus of ₹22,127.41 Lakhs.
Pending legal appeal against a ₹3,256.15 Lakhs stamp duty demand from the Collector of Stamps, Mumbai.
👀 What to Watch
The company's core operations are currently overshadowed by high litigation-related costs and land revaluation gains. Investors should treat the comprehensive income as a non-cash accounting gain and focus on the resolution of the ₹32.56 crore stamp duty liability.
GKW Limited Returns to Profitability in Q3 FY26 with PAT of ₹508.07 Lakhs
GKW Limited reported a significant turnaround in Q3 FY26, posting a Net Profit of ₹508.07 Lakhs compared to a massive loss of ₹3,122.04 Lakhs in the same quarter last year. Revenue from operations rose to ₹1,016.26 Lakhs, largely supported by the Investment and Treasury segment which contributed ₹683.17 Lakhs. The company's financial health improved as it avoided the heavy one-time land-related dispute expenses that impacted previous periods. However, a major legal contingency remains regarding a ₹32.56 Crore stamp duty demand currently under appeal.
Key Highlights
Net Profit of ₹508.07 Lakhs in Q3 FY26 vs a Net Loss of ₹3,122.04 Lakhs in Q3 FY25.
Revenue from operations increased to ₹1,016.26 Lakhs from ₹136.40 Lakhs YoY, aided by fair valuation gains.
Investment and Treasury segment revenue stood at ₹683.17 Lakhs, while Warehousing contributed ₹333.09 Lakhs.
Earnings Per Share (EPS) turned positive at ₹8.52 for the quarter compared to negative ₹52.31 YoY.
Company is contesting a ₹3,256.16 Lakhs stamp duty demand related to Bhandup land in the Maharashtra State Court.
👀 What to Watch
Investors should acknowledge the operational turnaround and positive EPS, but must closely monitor the outcome of the ₹32.56 Crore stamp duty litigation which could significantly impact future cash flows. The stock remains sensitive to the performance of its investment portfolio and land-related legal developments.
