ALFA Finder| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | 10% YoY revenue growth; India business performed strongly at 12%. |
|---|---|
| Margins | Sequential gross margin compression; targeting 15% EBITDA margin long-term. |
| Order book | Record backlog up 34%; order intake rose 20% to ₹3,714 Crores. |
| Demand visibility | Strong backlog visibility; pharma remains robust while chemicals are slowing. |
| Management confidence | Cautious; reluctant to provide bullish guidance due to global macro uncertainties. |
Growth
India grew 12% in revenue and 24% in EBITDA; however, consolidated gross margins dropped to 55.4%.
Outlook
Targeting 15% consolidated EBITDA margin over next 3 years; double-digit revenue growth guided.
Risks
High interest costs from Luxembourg entities and potential order delays due to Middle East/Geopolitical tensions.
Last quarter's promises, checked
Delivered
- Guided for strong backlog visibility → delivered 34% increase in opening backlog (= BEAT)
- Guided for India revenue growth → delivered 12% YoY growth (= BEAT)
- Guided for strong order intake → delivered 20% YoY increase to ₹3,714 Cr (= BEAT)
Partly delivered
- Guided for debt reduction → delivered ₹60Cr repayment but high interest costs persist (= PARTIAL)
- Guided for cost savings → delivered ₹45Cr annual run-rate from Germany restructuring (= PARTIAL)
Missed
- Guided for 16-18% EBITDA margin → delivered 11.5% (= MISS)
Earnings Call Transcript filed with NSE, 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