Q1 FY27 earnings call transcript filed; revenue up 16%, EBITDA down 7% YoY
GMMPFAUDLR · price
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GMM Pfaudler filed Q1 FY27 earnings call transcript. Revenue rose 16% YoY to INR 925 cr, EBITDA fell 7% YoY to INR 94 cr on pricing pressure, PAT more than doubled to INR 22 cr. Order intake INR 1,007 cr, backlog INR 2,289 cr (up 20% YoY). Management replaced regional setup with four global divisions (CRT, PPT, HET, PST). Aims for 15% EBITDA margin over time and plans to repay EUR 7 million debt by Q2 end. Pharma/glass-lined shows green shoots in India and US, peptides and CDMO driving order wins.
Improved divisional disclosure and strong backlog are positives, but EBITDA decline and lack of a specific margin timeline may limit near-term re-rating.