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Earnings Call

GSM Foils Earnings Call: Key Takeaways

GSM Foils reported a blockbuster FY26 with revenue growing 93% to ₹258.2 Cr and PAT up 105% to ₹19.8 Cr. The strategy focuses on capacity expansion and geographic growth in pharmaceutical packaging.

Highlights
Revenue growth92.9% YoY growth for FY26.
MarginsEBITDA margin stable at 11.5%; PAT margin improved to 7.7%.
Demand visibilityStrong, driven by pharma exports and generic drug demand.
Management confidenceHigh, citing strategic expansion and operational excellence.

Growth

Revenue rose 93% YoY to ₹25,815.4 Lacs; PAT increased 105.5% to ₹1,983.7 Lacs in FY26.

Outlook

New Ahmedabad facility (10k+ MT capacity) operational; targeting optimum utilization by March 2027 with ~₹5-6 Cr capex.

Risks

Exposure to raw material price volatility and high working capital days (84 days in FY26).

Source

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

Read the document ↗

GSM Foils Ltd: key numbers

Share price
₹81.40
Market cap
₹114.7 Cr
Revenue (annual)
₹258.1 Cr
Net profit (annual)
₹19.84 Cr
P/E (TTM)
5.8×Sector 40.2×
Promoter holding
54.38%-12.16% QoQ
FII holding
0.00%Current quarter

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

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17:27 IST NSE
Other Announcement

GSM Foils Other Announcement

GSM Foils Limited received approval from the Registrar of Companies to extend its Annual General Meeting deadline for FY2026 by 1.5 months to November 15, 2026.

16:58 IST NSE
Management Change

GSM Foils Management Change

GSM Foils Limited has appointed Ms. Riya Dinanath Devulkar as Company Secretary and Compliance Officer, effective September 11, 2026.

16:48 IST NSE
Board Meeting Outcome

GSM Foils Board Meeting Outcome

GSM Foils Limited appointed Ms. Riya Dinanath Devulkar as the Company Secretary and Compliance Officer, effective September 11, 2026.

16:54 IST NSE
Business Update

GSM Foils Business Update

GSM Foils Limited reported net sales of ₹10.71 Crore for August 2026. This monthly business update provides key sales performance data for investors.

Value
₹10.71 Cr
11:08 IST NSE
Business Update

GSM Foils Business Update

GSM Foils Limited reported July 2026 sales of ₹24.18 Crore, a 27.62% year-on-year increase. Cumulative sales for April-July 2026 reached ₹121.07 Crore.

Value
₹24.18 Cr
12:31 IST NSE
Price Movement Clarification

GSM Foils Price Movement Clarification

GSM Foils Limited clarified that unusual price movements are market-driven. The company confirmed no undisclosed material information exists following a prior incident involving its Managing Director.