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Earnings Call

GMM Pfaudler Earnings Call: Key Takeaways

Management reported steady revenue growth but faced significant margin pressure from product mix and restructuring costs. A visible shift toward non-traditional industries is cushioning the slowdown in the core chemical sector.

Highlights
Revenue growthSteady 10% YoY revenue growth; India business grew 12%.
MarginsConsolidated margins dropped to 55.4%; impacted by mix and restructuring.
Order bookOrder intake up 20% YoY; backlog increased 34% providing visibility.
Demand visibilityStrong order intake of 3,714cr; core chemical sector remains slow.
Management confidenceCautiously 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.

Source

Earnings Call filed with BSE, NSE: GMMPFAUDLR. Summary written with AI assistance from the document.

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GMM Pfaudler Ltd: key numbers

Share price
₹1,505.20
Market cap
₹6,767 Cr
Revenue (annual)
₹3,524 Cr
Net profit (annual)
₹57.82 Cr
P/E (TTM)
90.8×Sector 53.6×
Promoter holding
25.18%+0.00% QoQ
FII holding
14.39%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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17:45 IST BSE
Credit Rating

GMM Pfaudler Credit Rating

Crisil Ratings has reaffirmed the long-term and short-term bank loan facility ratings for GMM Pfaudler Ltd. The total amount rated is Rs. 600 Crore.

Value
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17:14 IST BSE
Management Change

GMM Pfaudler Management Change

GMM Pfaudler Limited announced the resignation of Alexander Poempner as Group CFO and the appointment of Ankit Nayyar as the new Group CFO, effective November 4, 2026.

16:42 IST BSE
Board Meeting Outcome

GMM Pfaudler Board Meeting Outcome

GMM Pfaudler's board accepted the resignation of Group CFO Alexander Poempner and appointed Ankit Nayyar as the new Group CFO, effective November 4, 2026.

12:01 IST BSE
Promoter Buying (Off-Market)

GMM Pfaudler Promoter Buying (Off-Market): ₹2.2 Cr

Promoter group member Ms. Pragna Patel transferred 10,000 shares to Ms. Urmi Patel and 13,480 shares to Mr. Tarak Patel via inter-se transfer.

Value
₹2.20 Cr
Promoter stake change
+0.02%
12:02 IST BSE
Promoter Buying (Off-Market)

GMM Pfaudler Promoter Buying (Off-Market): ₹1.48 Cr

Promoter Tarak Patel acquired equity shares from Pragna Patel via an inter-se transfer. This off-market transaction adjusts the promoter group's shareholding.

Value
₹1.48 Cr
Promoter stake change
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11:09 IST BSE
Promoter Buying (Off-Market)

GMM Pfaudler Promoter Buying (Off-Market): ₹1.11 Cr

GMM Pfaudler promoter group members executed an off-market inter-se transfer of equity shares. Pragna Satish Patel sold shares to Urmi Ashok Patel for Rs. 1.10 Crore.

Value
₹1.11 Cr
Promoter stake change
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