GMM Pfaudler Ltd (BOM:505255)

Q2 2026 GMM Pfaudler Ltd Earnings Call Transcript

Nov 6, 2025 / 02:30 PM GMT

Release Date Price: ₹1281 (-0.20%)

Transcript

Key Points

Positve

GMM Pfaudler Ltd (BOM:505255) reported a 14% quarter-on-quarter and 12% year-on-year increase in revenue, indicating strong financial performance.
The company's EBITDA for the quarter rose by 20% quarter-on-quarter and 27% year-on-year, with a margin of 13.5%, showcasing improved profitability.
Order intake was robust, with 878 crores of new orders and a backlog of 2,146 crores, providing good visibility for future revenue.
The acquisition of Semco has been completed, opening new growth opportunities in South America, particularly in metals, minerals, and water treatment sectors.
The company is seeing growth in its systems business, especially in asset recovery, with large contracts being negotiated in Europe and the US.

Negative

The European market remains slow, particularly in traditional industries like chemical and pharma, affecting international business growth.
Working capital has increased due to higher inventory levels, particularly in India, which could impact cash flow if not managed properly.
The company faced significant foreign exchange losses in the previous quarter due to USD depreciation against the EUR, impacting financial results.
There is uncertainty in the global market due to geopolitical issues and trade uncertainties, which could affect future order intake and growth.
Despite diversification efforts, the core glass line business is not expected to drive significant growth due to already high market share and competitive pressures.

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

GMMP.NS - GMM Pfaudler Ltd
Q2 2026 GMM Pfaudler Ltd Earnings Call
Nov 06, 2025 / 02:30PM 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 GMM Fowler Limited, Q2NH1FY26 earnings conference call. As a reminder, all participants' line will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need any assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Dhawal Rajput from GMM Fowor Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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