GSM Foils Limited — Investor Meet, 25-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

GSM Foils reported robust Q1 FY26 with revenue of INR52 Cr (+148% YoY), EBITDA of INR5.82 Cr (+171% YoY), and PAT of INR3.83 Cr (+174% YoY). Margins improved YoY but saw a slight QoQ dip due to strategic inventory management amid rising aluminum prices. Management targets FY26 revenue of INR240-260 Cr with EBITDA margins of 11-12%, aiming for further improvement. Key growth drivers include increased orders from existing pharma clients and strategic expansion plans, including a new plant in Ahmedabad and Lamitube manufacturing. The company is confident in its working capital management and market position given strong industry tailwinds.