| Revenue growth | Steady 10% YoY revenue growth; India business grew 12%. |
|---|---|
| Margins | Consolidated margins dropped to 55.4%; impacted by mix and restructuring. |
| Order book | Order intake up 20% YoY; backlog increased 34% providing visibility. |
| Demand visibility | Strong order intake of 3,714cr; core chemical sector remains slow. |
| Management confidence | Cautiously optimistic but deferred explicit guidance due to macroeconomic uncertainty. |
Growth
Revenue grew 10% YoY, driven by a 20% increase in order intake and expansion into non-chemical sectors.
Outlook
Targeting 15%+ EBITDA margins in three years through 45cr annual cost savings from restructuring.
Risks
Gross margin derailment to 55.4% and high interest costs are cannibalizing net profitability.
Earnings Call filed with BSE, NSE: GMMPFAUDLR. Summary written with AI assistance from the document.
GMM Pfaudler Ltd: key numbers
- Share price
- ₹1,206.90
- Market cap
- ₹5,426 Cr
- Revenue (annual)
- ₹3,524 Cr
- Net profit (annual)
- ₹57.82 Cr
- P/E (TTM)
- 81.7×Sector 51.9×
- Promoter holding
- 25.18%+0.00% QoQ
- FII holding
- 13.22%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from GMM Pfaudler Ltd
All →GMM Pfaudler Earnings Call Transcript: Key Takeaways
Record orders (₹1,198 Cr, +36% YoY) and revenue +18%, but reported EBITDA margin of 10.3% reflects European losses. Management deferred numeric FY27 margin targets to an investor day.
GMM Pfaudler Management Change
GMM Pfaudler appointed Ankit Nayyar as Group Chief Financial Officer effective 4 November 2026, after he served as Deputy CFO from May 2026. Alexander Poempner resigned as CFO effective 3 November 2026, citing personal exigencies.
GMM Pfaudler Other Announcement
GMM Pfaudler revised its list of KMPs authorised to determine material events under Regulation 30(5). The filing names the Managing Director, Group CEO, Group CFO and Company Secretary as the contacts.
GMM Pfaudler Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹1,065 Cr (+18% YoY), EBITDA ₹110 Cr (10.3% margin, -9% YoY), PAT ₹35 Cr (+59% QoQ). Record backlog ₹2,446 Cr.
GMM Pfaudler Results Update
GMM Pfaudler reported Q2 FY27 revenue of ₹1,065 crore and PAT of ₹35 crore. Record order intake of ₹1,198 crore lifted backlog to ₹2,446 crore.
GMM Pfaudler Q2 FY27 Results: Net Profit ₹35.1 Cr, Down 6.9% YoY
GMM Pfaudler Ltd reported revenue from operations of ₹1,065 Cr (+18.0% YoY) and net profit of ₹35.1 Cr (-6.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹35.1 Cr · -6.9% YoY