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Earnings Call

GMM Pfaudler Earnings Call: Key Takeaways

GMM Pfaudler reported FY26 revenue growth of 10% and EBITDA growth of 11%, supported by a record order backlog of ₹3,714 crore.

Why this was an Alfa AlertNot a filter event. Financial performance was steady and in line with general management expectations.
Highlights
Revenue growth10% YoY for FY26; India business grew 12%.
MarginsConsolidated margins at 55.4%; targeting 15% EBITDA margin.
Order bookRecord order intake of ₹3,714 crore, up 20% YoY.
Demand visibilityStrong visibility from 34% increase in opening backlog.
Management confidenceConfident in strong backlog despite macroeconomic uncertainties.

Growth

FY26 revenue up 10%, EBITDA up 11%. India business saw 12% revenue growth and 40% PAT growth.

Outlook

Targeting 15% EBITDA margin in medium term; ₹300cr+ revenue from heavy engineering; diversifying into semiconductors and nuclear.

Risks

Slowdown in chemical and agrochemical sectors; geopolitical uncertainties in the Middle East; high tax rates in Luxembourg.

Source

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

Read the document ↗

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
₹600.0 Cr
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
+0.03%
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
+0.02%