GMM Pfaudler Ltd (BOM:505255)

Q1 2026 GMM Pfaudler Ltd Earnings Call Transcript

Aug 7, 2025 / 12:30 PM GMT

Release Date Price: ₹1288.95 (-1.70%)

Transcript

Key Points

Positve

GMM Pfaudler Ltd (BOM:505255) reported a stable revenue with a strong improvement in profitability, driven largely by its India business.
The company's consolidated EBITDA increased by 14% year-on-year, with India EBITDA growing by 45% year-on-year.
Order intake for the quarter was strong, standing at about 1,000 crores, which is 14% higher year-on-year and 52% higher quarter-on-quarter.
The acquisition of Semco is expected to enhance the company's presence in the South American and Brazilian markets, particularly in metals and minerals, wastewater, and sewage treatment sectors.
The company has seen a resurgence in investment in the Indian market, particularly in the pharma and chemicals sectors, with expectations for agrochemicals to follow suit in the coming quarters.

Negative

The company faced a notable foreign exchange loss of 20 crores due to currency fluctuations, impacting financial results.
A high tax rate of 68% was reported, influenced by the international group structure and certain corporate expenses.
The international business, particularly in Europe and the US, is experiencing slower investment in chemicals and pharmaceuticals, affecting order intake.
The glass-lined business in Germany and China is behind budget, indicating slower market conditions in these regions.
The company is dealing with higher fixed costs in its international operations, particularly in Europe and the US, which are impacting overall margins.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GMMP.NS - GMM Pfaudler Ltd
Q1 2026 GMM Pfaudler Ltd Earnings Call
Aug 07, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to 1,526 conference call of GMM Fordler Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Rajput.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Thank you, Amsha. Good

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