GMM Pfaudler Limited has informed the Exchange about Investor Presentation
GMMPFAUDLR · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
GMM Pfaudler reported Q1 FY26 consolidated revenue of ₹795 crore, flat year-on-year, with EBITDA up 14% YoY to ₹101 crore and EBITDA margin expanding 143 basis points to 12.7%. India (standalone) revenue grew 4% YoY to ₹231 crore, with India EBITDA up 45% YoY and margin improving sharply to 15.7% from 11.2% last year. Profit after tax was ₹10 crore (down 54% YoY), weighed down by a non-cash ₹19.8 crore FX loss on inter-company borrowings. Order intake rose 14% YoY to ₹1,004 crore and order backlog grew 7% YoY to ₹1,906 crore, with management noting a stable opportunity pipeline. The company announced an agreement to acquire 100% of Brazilian mixing-technology firm SEMCO for about USD 18.5 million (₹158 crore), expected to close in Q2 FY26, which will expand its South American footprint.
Margin expansion and strong order momentum, especially in India, are positives, but the sharp YoY drop in PAT highlights lingering FX volatility. The SEMCO acquisition is modest in size and should be margin-accretive, giving the stock a growth optionality story, though near-term returns are likely to track execution of the backlog and the Brazil deal closure.