GMM Pfaudler Ltd — earnings calls

GMM Pfaudler reported consolidated Q1 FY27 revenue of INR 925 crores, up 16% year-on-year, with EBITDA of INR 94 crores, down 7% year-on-year but up 25% quarter-on-quarter, and profit after tax of INR 22 crores, more than double the prior year. The company reorganized itself from a geographic structure into four global technology divisions - CRT, PPT, HET, and PST - and reported a record order backlog of INR 2,289 crores, up approximately 20% year-on-year. Management also discussed debt reduction plans, tax rate normalization, and margin improvement initiatives across the newly formed divisions.

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.