Shir Kandal
Founder and Managing Director
Promise Delivery Record
Elevated inventory levels to continue
✓ MET
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
GNG Electronics · Q4 FY26
No Q4 margin compression expected
✓ MET
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
GNG Electronics · Q4 FY26Notable Quotes
As AI adoption accelerates, investments in AI infrastructure have surged. A growing share of global memory manufacturing capacity, especially high bandwidth memory, is now being diverted towards AI and data centers.
We have partnered with one of the world's largest technology distributors and the second largest distributor in India and separately partnered with fifth largest technology distributor in India.
While we had earlier guided for approximately 25% year-on-year revenue growth, we are revising it upward to 28 to 30%. Along with an improvement in profitability of around 150 to 200 basis points.