GMM Pfaudler Ltd — earnings calls

GMM Pfaudler reported FY26 revenue growth of about 10% and EBITDA growth of about 11%, with India business revenue up 12%, EBITDA up 24% and PAT up 40%. Order intake for the year rose 20% year-on-year to INR 3,714 crores, with nearly 50% coming from non-traditional industries such as semiconductors, defence, oil and gas, petrochemicals, and metals and minerals. Management cited a difficult general business environment including chemical sector slowness and geopolitical uncertainty from the Middle East, alongside restructuring actions in Europe including the closure of facilities in Germany and the UK and the commissioning of a Poland plant.