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Earnings Call Transcript

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 Q2 FY27 concall: date, live audio and summaryConcall page →
Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growthQ2 revenue ₹1,065 Cr, +18% YoY; H1 ₹1,989 Cr, +17% YoY.
MarginsReported Q2 EBITDA margin 10.3%; adjusted 15.9% ex-European loss-makers; no peer comparison.
Order bookQ2 record order intake ₹1,198 Cr, +36% YoY; backlog +14% YoY.
Demand visibilityRecord ₹2,446 Cr backlog; chemicals subdued; pharma, peptides driving orders.
Management confidenceConfident but hedged; repeatedly defers margin numbers to investor day.

Growth

Q2 revenue ₹1,065 Cr (+18% YoY); H1 revenue ₹1,989 Cr (+17%). Q2 PAT ₹35 Cr versus ₹38 Cr last year; H1 PAT ₹57 Cr (+20%).

Outlook

FY27 double-digit revenue growth; reported EBITDA margin 10-11%, adjusted 14-15%. Restructuring benefits mainly from FY28.

Risks

European entities lost ~₹43 Cr EBITDA in H1; gross margin fell. Chemicals demand remains subdued, and margin recovery depends on H2 execution.

Source

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

Read the document ↗

GMM Pfaudler Ltd: key numbers

Share price
₹1,115.50
Market cap
₹5,015 Cr
Revenue (annual)
₹3,524 Cr
Net profit (annual)
₹57.82 Cr
P/E (TTM)
75.5×Sector 50.0×
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.

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