Gamco Ltd · BSE:GAMCO
Gamco — Investor Presentation (October 2026)
38 slides from Gamco's investor presentation, Oct 28, 2026
Slide 1: BSE filing cover letter under Regulation 30
Date: 28-10-2026 To, The Manager Listing Department BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400001 Scrip Code: 540097 Dear Sir, Pursuant to provisions of Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) 2015, we enclose herewith Corporate Presentation of
Slide 2: INVESTING in the future - Corporate Presentation October 2026
INVESTING in the future Corporate Presentation October 2026
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by GAMCO Limited (the “Company”) solely for information purposes and do not constitute any offer, recommendation, or invitation to purchase or subscribe for any securities and shall not form the b
Slide 4: Table of Contents
Table of Contents Company Overview 01 Financial Performance 02 Annexures 03
Slide 5: Company Overview
Company Overview
Slide 6: Key Milestones
Key Milestones A New Era: Ownership Consolidation & Unlocking Value Through Institutional Strategic Restructuring A New Identity, A New Direction: Partnerships: Sold 100% stake in a wholly owned subsidiary (Visco Advisory) to a Global Institutional A New Chapter Begins: Current Promoters took Visco
Slide 7: Company Overview
Company Overview Snapshot FY 2026 Lucknow Revenue from Operations EBITDA PAT West Bengal, Kolkata Rs. 301.41 Cr Rs. (28.12 Cr) Rs. (47.14 Cr) Andaman & Nicobar, Port Blair Net Worth Investment Portfolio Total Assets Rs. 167.19 Cr Rs. 416 Cr Rs. 509.1 Cr Business started in Present across Net Worth g
Slide 8: Inside the Growth Story
Inside the Growth Story 01 02 03 Incorporation Leadership Business segments GAMCO Limited is a diversified investment and GAMCO Limited, incorporated in January GAMCO Limited is led by promoter Rajeev financing platform with a multi-strategy approach 1983, is a non-deposit taking NBFC operating Goen
Slide 9: Our Framework
Our Framework The 9 Priorities That Drive Our Investment Approach 01 02 03 04 05 NATIONAL ALIGNMENT OUTPERFORMING GROWTH RESILIENCE AND VALUE GOVERNANCE FOCUS ACCOUNTABILITY Investing in businesses and sectors aligned Prospecting for sectors and businesses Focusing on cash-accretive businesses that
Slide 10: From Legacy to Leverage: Building a Multi-Asset Growth Engine
From Legacy to Leverage : Building a Multi-Asset Growth Engine Strategic transformation from a single-market equity NBFC into an institutional multi-asset compounding platform. STEP 01 STEP 02 STEP 03 STEP 04 STEP 05 FOUNDATION THE PIVOT PROOF POINTS ROAD AHEAD THE TAKEAWAY HARD ASSETS 1983 Uncorrel
Slide 11: 01. The Foundation
01. The Foundation Built as a capital-markets investing house Incorporated in 1983 and registered as a non-deposit taking NBFC, GAMCO (formerly Visco Trade Associates) built its identity around listed equity investing and trading, led by Managing Director Rajeev Goenka's decade-plus track record in
Slide 12: 02. The Pivot
02. The Pivot Diversifying into hard, cash-generating assets Since FY 2024-25, GAMCO has deliberately added asset-backed, less market-correlated businesses alongside its equity book-real estate, warehousing infrastructure and, most recently, hospitality. 01 02 03 Real Estate Industrial & Logistics P
Slide 13: 03. Proof Points
03. Proof Points FY 2025-26 : the strategy moved from thesis to execution Rs.437 Crore standalone total assets in FY26, up from Rs.189.41 crore, the balance sheet roughly doubled in one year (debt-equity steady at ~2.32x). Three Moves, One Platform Standalone revenue (Rs. Crore) 01 Investment moneti
Slide 14: 04. The Road Ahead
04. The Road Ahead Where GAMCO is headed A multi-asset holding Company designed to compound value across cycles, not a single-market bet. 01 Strategic direction from here 02 Financial-services broadening Grow the real estate, warehousing and hospitality Enter factoring, lease financing, venture capi
Slide 15: 05. The Takeaway
05. The Takeaway A single equity idea has become a diversified compounding platform From Capital Markets to Multi-Asset Value Creation GAMCO is no longer a pure equity trading NBFC; it is evolving into a diversified, multi-asset holding 01 Company with a demonstrated “incubate-build-monetise” track
Slide 16: Business Verticals
Business Verticals 02 03 01 Industrial & Logistics Park Hospitality 04 Real Estate Equity Investing (Treasury) Developing sustainable, high Building the warehousing and The diversification into Driving long-term value creation quality real estate assets that logistics backbone for a growing hospital
Slide 17: 1. Real Estate (1/3)
1. Real Estate (1/3) PREMIUM RESIDENTIAL TOWNSHIP - Shalimar Oneworld - Shalimar Lakecity, Lucknow PROJECT SNAPSHOT Land parcel No. of projects No. of units 212 Acres 9 Ongoing 5 Completed 1750 Ongoing 1206 Completed Valuation Inventory FSI Sold out Rs. 1800 Cr 2.50 Cr 60 Lakh sq. ft. SHAREHOLDING P
Slide 18: 1. Real Estate (2/3)
1. Real Estate (2/3) Residential Development in Kolkata Planned Development Area 13.5 1 Lakh sq. ft. Ultra Luxury 12.5 Lakh sq. ft. Premium Project Lakh sq. ft. 12.5 lakh sq. ft. · Premium Total proposed area 01 Ultra Luxury 02 Premium Residential Project Residential Project Category: Boutique Apart
Slide 19: 1. Our Real Estate Vision (3/3)
1. Our Real Estate Vision (3/3) “ GAMCO’s real estate vision is to create distinctive, design-led developments that set new benchmarks for quality, exclusivity and long-term value. The Company focuses on selected high-value opportunities rather than volume, building a curated portfolio of premium as
Slide 20: 2. Industrial & Logistics Park (1/2)
2. Industrial & Logistics Park (1/2) GAMCO Industrial & Logistics Park Building Future–Ready Infrastructure. Delivering Sustainable Value 100 200 50 Lakh Rs. 1,200 Acres Acres Sq. Ft. Crore Land Acquired Proposed Total Warehousing Space CAPEX (committed by subsidiary) LAND STATUS Land parcel aggrega
Slide 21: 2. Our Industrial & Logistics Park Vision (2/2)
2. Our Industrial & Logistics Park Vision (2/2) “ GAMCO aims to establish Grade-A warehousing as an institutional asset class in high-growth markets that remain underserved by major national and global developers, including Kolkata, Lucknow, Jaipur, Guwahati and other Tier 2 and Tier 3 cities across
Slide 22: 3. Hospitality: Port Blair, Andaman & Nicobar Islands (1/3)
3. Hospitality : Port Blair, Andaman & Nicobar Islands (1/3) GAMCO Acquires 33.33% of Blissara Resorts to Build Landmark Port Blair Asset PROJECT METRICS & TARGETS THE TRANSACTION & TROPHY LAND MARKET THESIS & ADVANTAGES Strategic Stake Expansion :12 International Brand Partnership : Completed the a
Slide 23: 3. Hospitality - Port Blair (2/3)
3. Hospitality - Port Blair, Andaman & Nicobar Island (2/3) Further project plans in Himachal Pradesh & Ayodhya GAMCO Investor Presentation 22
Slide 24: 3. Our Hospitality Vision (3/3)
3. Our Hospitality Vision (3/3) “ Hospitality holds a special place for GAMCO’s promoters, who believe that well- designed, tranquil environments foster creativity, wellbeing and balance. As seasoned investors, they also see luxury hospitality as a compelling asset class, combining long- term capita
Slide 25: 4. Equity Investing (Treasury)
4. Equity Investing (Treasury) 01 Core Strategy & Execution Portfolio Composition & 02 Treasury Base Unemotional Investing : A disciplined approach to entering at attractive valuations and a high propensity to divest businesses once their value has been realized Listed Equity Base : Maintains a quot
Slide 26: FY26: A Year of Strategic Execution
FY26 : A Year of Strategic Execution GAMCO moved from conviction to execution - deploying capital decisively, broadening its portfolio and monetizing value across asset classes 01 ACQUIRE 02 SIMPLIFY 03 MONETISE 04 DIVERSIFY Financial Services Real Estate Exposure Institutional Exit Hospitality Entr
Slide 27: Upcoming Projects and Growth Roadmap
Upcoming Projects and Growth Roadmap 01 Gamco Industrial & Logistics Park (Kolkata) 02 Commercial & Strategic Assets (Lucknow) Scale & Location : Proposed 25 Lakh sq. ft. constructed area at Dankuni, Commercial Space (Lucknow) : 21,000 sq. ft. for steady rental income. Kolkata. Capex : Rs.20 Cr (10-
Slide 28: Capital Markets & Real Estate Industry Overview
Capital Markets & Real Estate Industry Overview Capital Market Industry Overview Real Estate Industry Overview Short-term volatility is creating a more attractive environment for disciplined, long-term Structural growth across residential, office, and alternative real-estate assets capital allocatio
Slide 29: Warehousing & Hospitality Industry Overview
Warehousing & Hospitality Industry Overview Warehousing Industry Overview Hospitality Industry Overview Grade A/A+ Stock : Expansion Path Metric FY25 FY26 FY27-28E 34.9 Mn sq ft Projected ready stock, Mn sq ft Occupancy (National) 70 - 72% 72 - 74% 73 - 76% H1 CY26 Grade A/A+ absorption Demand vs. 2
Slide 30: Financial Performance
FINANCIAL PERFORMANCE
Slide 31: Financial Performance
Financial Performance (in Rs. Crores) Revenue Net worth Total Assets 167.19 509.1 301.41 220.55 92.9 99.67 257.10 59.86 192.67 83.86 61.51 124.22 22.47 80.97 FY22 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Revenue from Operations Net Worth Total Assets EBITDA EBITDA & PAT margi
Slide 32: Quarterly Performance: Income Statement
Quarterly Performance : Income Statement (in Rs. Crores) Particulars Q1FY27 Q4FY26 Q-o-Q Q1FY27 Q1FY26 Y-o-Y Revenue From Operations 113.51 73.27 55% 113.51 55.04 106% Other income 0.20 0.22 0.20 0.20 Total Revenue 113.71 73.49 55% 113.71 55.24 106% Expenses 73.02 115.91 73.02 33.29 EBITDA 40.68 (42
Slide 33: Yearly Performance: Income Statement
Yearly Performance : Income Statement (in Rs. Crores) Particulars FY22 FY23 FY24 FY25 FY26 Revenue From Operations 22.47 83.86 220.55 61.51 301.41 Other income 0.56 2.42 0.33 0.96 0.75 Total Revenue 23.03 86.28 220.88 62.47 302.17 Expenses 22.64 92.04 174.90 46.81 330.29 EBITDA 0.40 (5.76) 45.97 15.
Slide 34: Yearly Performance: Balance Sheet
Yearly Performance : Balance Sheet (in Rs. Crores) Particulars FY22 FY23 FY24 FY25 FY26 Particulars FY22 FY23 FY24 FY25 FY26 Shareholders' Fund 68.15 59.25 92.27 99.0 166.51 Financial Assets Cash and bank balances 0.87 0.30 1.08 2.44 1.09 Minority Interest 0.58 0.60 0.62 0.66 0.67 Trade receivables
Slide 35: Annexures
Annexures
Slide 36: Leadership that Drives the Execution
Leadership that Drives the Execution Rajeev Goenka Dinesh Arya Rhythm Arora Satish Garg Chairman & Managing Director Non Executive – Independent Director Non Executive – Independent Director Non Executive – Independent Director An Economics graduate with 10+ years of experience in He is a Fellow mem
Slide 37: Leadership that Drives the Execution
Leadership that Drives the Execution Dipak Sundarka Vinay Kumar Goenka Nitin Daga Ayushi Khaitan Executive Director Non Executive - Non Independent Director Non Executive – Independent Director Non Executive – Independent Director He is a B.Com (Hons.) in study He is a Bachelor of Commerce from appr
Slide 38: Thank you
Thank you Website – www.gamcoltd.com Mail Id – [email protected], [email protected] Contact – +03324750073, +91 8100578596 Investor Relations Partner : GO INDIA ADVISORS Nikhar Arora Sakshi Shah [email protected] [email protected]