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Earnings Call

GSM Foils Earnings Call: Key Takeaways

GSM Foils reported strong FY26 performance with 92.9% revenue growth and 95.9% EBITDA growth, driven by expansion and pharmaceutical packaging demand.

Highlights
Revenue growthFY26 +92.9% YoY; Q4 +79.1% YoY.
MarginsEBITDA margin 11.5%; aiming to sustain current levels despite RM inflation.
Order bookShort-cycle POs executed in 2-3 days; no long-term contracts.
Demand visibilityStrong demand for primary packaging in regulated generic markets.
Management confidenceConfident in INR 400-450cr FY27 topline via expansion.

Growth

FY26 Revenue INR 25,815.4 lakhs (+92.9% YoY); PAT INR 1,600.5 lakhs (+106.5% YoY); Q4 Revenue INR 8,168.9 lakhs.

Outlook

Targeting FY27 revenue of INR 400-450cr; Ahmedabad plant ramp-up to INR 30-35cr monthly run-rate by FY27-end.

Risks

High aluminium (LME/MCX) and petrochemical derivative price volatility; working capital pressure from credit-seeking pharma clients.

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
₹77.55
Market cap
₹109.3 Cr
Revenue (annual)
₹258.1 Cr
Net profit (annual)
₹19.84 Cr
P/E (TTM)
5.5×Sector 41.4×
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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Value
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Earnings Call

GSM Foils Earnings Call Transcript: Key Takeaways

GSM Foils delivered robust Q1 FY27 results with 86.3% YoY revenue growth. Management is executing a three-pronged expansion via Ahmedabad, ROPP caps, and an export-focused facility in Mumbai.

Call
Guides 60% growth