Q1 2027 GMM Pfaudler Ltd Earnings Call Transcript
Key Points
- Record order backlog of INR 2.9 billion, up 20% year-on-year, providing strong revenue visibility for FY27.
- CRT division reported 10% revenue growth and 23% order intake growth, maintaining leadership in glass-lined equipment.
- PPT division delivered 23% revenue growth and 64% order intake growth, driven by strong demand in pharma and food & beverage.
- HET division saw order intake surge over 700% year-on-year, benefiting from investments in defense, nuclear, and fertilizer sectors.
- PST division achieved 46% revenue growth, with opportunities in semiconductor, defense, and pharma sectors.
- Consolidated EBITDA declined 7% year-on-year due to pricing pressure, evolving business mix, and investments in organizational restructuring.
- Chemical end markets remain flat in India and challenging in Europe, with no significant structural recovery yet.
- PST division order intake fell sharply from INR 363 crore to INR 80 crore year-on-year, due to absence of a large defense order.
- Employee costs increased due to new hires and organizational transformation, impacting margins in the near term.
- High debt levels and complex global structure continue to weigh on profitability, with tax rates expected to remain elevated (around 30%) for 18-24 months.
Ladies and gentlemen, good day and welcome to the Q1 FY27 earnings conference call for GAMM Faudler 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. Raveen Kanabar from GMM Faudler Limited.
Thank you and over to you, sir.
Thank you, Arvid. Good afternoon, ladies and gentlemen. A very warm welcome to all of you into the Q1 FY27 earnings call of GMM Faudler Limited. The only presentation was uploaded on the stock exchanges yesterday and is also available on our website. Hope all of you had a chance to go through it.
From the Management, today we have with us our Managing Director, Mr. Tarak Patel, our Group CO, Mr. Gregory Gerhorst, our Group CFO,
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