GMM Pfaudler Limited has informed the Exchange about Transcript of the earnings call for the quarter and nine months ended December 31, 2025, conducted on February 6, 2026.
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GMM Pfaudler reported 9M FY26 revenue growth of 8% YoY and EBITDA growth of 14%, with consolidated EBITDA margins improving from 12% to 12.7%. Q3 order intake was strong at INR 961 crores (up 9% QoQ, 20% YoY), pushing the order backlog to a record INR 2,205 crores (up 27% YoY), with management indicating 30% higher opening backlog for FY27. Diversification is paying off, with 50% of order intake now from non-traditional industries (defense, nuclear, oil & gas, metals & minerals). Two exceptional items hit Q3: INR 44 crores for Germany workforce restructuring (35 people, ~30% of wage bill) and INR 13 crores for India's new labor code, totaling INR 57 crores. Management reiterated a mid-term EBITDA margin target of 16-18%, with expected Germany cost savings of INR 40+ crores phased over two years.
Strong order book and record backlog provide good revenue visibility for FY27, while exceptional costs and restructuring charges are one-time in nature. Margin trajectory appears positive as new businesses gain share and cost-saving measures kick in, though near-term quarterly results will remain lumpy due to project mix and ongoing global headwinds in chemicals and Europe.