Q4 2025 GMM Pfaudler Ltd Earnings Call Transcript
Key Points
- GMM Pfaudler Ltd (BOM:505255) achieved consolidated revenues of INR3,199 crores and EBITDA of INR381 crores for FY25, with an EBITDA margin of 11.9%.
- The company generated strong cash flows of INR318 crores in FY25, an improvement of nearly INR100 crores over the previous year.
- The India business showed strong performance in Q4 with revenues of INR252 crores and an EBITDA margin of 17.4%.
- The company successfully implemented a transformation program in India, leading to improved operational efficiencies and cost structure.
- GMM Pfaudler Ltd (BOM:505255) has a strong backlog in India, which is 20% higher year-on-year, indicating a positive outlook for future growth.
- The international business faced challenges due to stagnant order intake over the past three years, particularly in the services segment.
- The company experienced a slowdown in the chemical and pharmaceutical sectors, impacting the glass line business.
- There was a decrease in services order intake, especially in the U.S., which affected overall revenue.
- The closure of the UK and Hyderabad facilities incurred costs, impacting financial results for the year.
- The company faced margin pressure in the international business due to lower utilization and market uncertainties.
Ladies and gentlemen, good day, and welcome to Q4 and FY25 conference call of GMM Pfaudler Limited. (Operator Instructions)
I now hand the conference over to Mr. Dhaval Rajput. Thank you, and over to you, sir.
Thank you, Steve. Good evening, ladies and gentlemen. A very warm welcome to all of you into the Q4 FY25 earnings call of GMM Pfaudler Limited. The earnings presentation was uploaded on the stock exchanges today and is also available on our website. Hope all of you had a chance to go through it.
From the management, we have with us our Managing Director, Mr. Tarak Patel; our CEO of International Business, Mr. Thomas Kehl; our CEO of India Business, Mr. Aseem Joshi; our CFO, Mr. Alexander Poempner; and our Compliance Officer, Ms. Mittal Mehta. We will give you a brief overview of the performance of the company, after which we get into the Q&A.
Before we begin with the overview, a brief disclaimer. The presentation that was uploaded on the
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