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Investor Presentation

GMM Pfaudler Investor Presentation: Key Takeaways

GMM Pfaudler reported Q1 FY27 revenue of INR 925 Cr (up 16% YoY) and PAT of INR 22 Cr. The company is transitioning to a globally integrated structure with four technology divisions.

Highlights
Revenue growth16% YoY growth recorded this quarter.
MarginsSequential improvement expected; aspirational target of 15% EBITDA margin.
Order bookRecord INR 2,289 Cr; Q1 intake at INR 1,007 Cr.
Demand visibilityStrong visibility with record backlog and 10-12 month execution cycles.
Management confidenceHigh; citing structural shift to technology-led global divisions.

Growth

Revenue grew 16% YoY; PAT more than doubled YoY. Record order backlog at INR 2,289 Cr, up 20% YoY.

Outlook

Targeting 15% EBITDA margin minimum. Debt repayment of EUR 7M planned for Q2 FY27; debt restructuring ongoing over 12-18 months.

Risks

Continued pricing pressure and investments in global organizational structure impacted EBITDA margins, which fell 7% YoY to INR 94 Cr.

Last quarter's promises, checked

Delivered

  • Guided revenue growth → delivered 16% YoY growth (= BEAT)
  • Guided 12% India revenue growth → delivered 12% (= BEAT)
  • Guided order intake growth → delivered record INR 2,289 Cr backlog (= BEAT)

Partly delivered

  • Guided debt reduction → EUR 7M repayment scheduled for Q2 FY27 (= PARTIAL)

Missed

  • Guided stable/growing margins → delivered EBITDA margin fall of 7% YoY (= MISS)
Source

Investor Presentation 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%