GMM Pfaudler Limited has informed the Exchange regarding a press release dated August 07, 2025, titled "Quarterly Earnings Release-Q1 FY26".
GMMPFAUDLR · price
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Awaiting price reaction for this filing.
GMM Pfaudler reported Q1 FY26 consolidated revenue of ₹795 crore (stable YoY) with EBITDA of ₹101 crore, up 14% YoY at a 12.7% margin, driven by a 45% YoY jump in India EBITDA. Standalone EBITDA margin stood at 15.7%. Profit after tax came in at just ₹10 crore (1.3% margin) with EPS of ₹2.5, weighed down by a non-cash ₹19.8 crore forex restatement loss on inter-company borrowings. Order intake grew 14% YoY and 52% QoQ to ₹1,004 crore, while order backlog rose 7% YoY and 17% QoQ to ₹1,906 crore, indicating healthy demand. The company also announced an agreement to acquire 100% of Brazil-based SEMCO Tecnologia em Processos Ltda through its subsidiary Pfaudler Ltda, expected to close in Q2 FY26, strengthening its Mixing Technologies Platform and South American presence. Management flagged global trade and geopolitical uncertainties as potential headwinds despite a growing opportunity pipeline.
Margin expansion and strong order book growth are positives, but weak headline PAT due to non-cash forex losses and cautious management commentary on geopolitics may limit near-term upside; the SEMCO Brazil acquisition is a strategic positive for long-term diversification.