Please find attached Investor Presentation on Standalone and Consolidated Results for the period and year ended March 31, 2026
GMMPFAUDLR · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
GMM Pfaudler reported consolidated revenue of ₹3,524 Cr for FY26, up 10% YoY, with EBITDA of ₹403 Cr (11.4% margin). Order intake grew 20% to ₹3,714 Cr and backlog increased 34% to ₹2,194 Cr, indicating strong future revenue visibility. Reported PAT was ₹52 Cr (1.5% margin) but adjusted PAT excluding exceptional items (₹47 Cr severance for Waghäusel Germany restructuring and ₹9.5 Cr labour code provision) was ₹99 Cr (2.8%). Q4 FY26 showed revenue of ₹944 Cr (up 17% YoY) but EBITDA margin compressed to 8.0% from 10.3% in Q4 FY25. India standalone operations delivered revenue of ₹1,034 Cr (up 12%) with PAT up 40% to ₹59 Cr. New leadership appointments include Gregory Gelhaus as Group CEO and Ankit Nayyar as Deputy CFO. Net Debt/Equity improved to 0.1x (from 0.2x) and free cash flow generation was ₹367 Cr vs ₹318 Cr in FY25.
Strong order pipeline and backlog growth support revenue visibility, but margin compression in Q4 and low reported PAT margin (1.5%) due to exceptional items may concern near-term investors; however, adjusted metrics show healthier 2.8% PAT margin and improved cash generation are positives.