GMM Pfaudler Limited — PPTs, 07-08-2025: Investor Presentation

Here's a summary of the announcement:

**1. Financial Highlights:**

GMM Pfaudler's Q1 FY26 consolidated revenue at ₹ 795 Cr. EBITDA surged 14% YoY to ₹ 101 Cr, with India's EBITDA up 45%, boosting consolidated EBITDA margin to 12.7%. Order intake climbed 14% YoY to ₹ 1,004 Cr, pushing backlog 7% YoY to ₹ 1,906 Cr. PAT stood at ₹ 10 Cr, impacted by non-cash foreign currency loss.

**2. Strategic Initiatives & Business Developments:**

Announced acquiring 100% of SEMCO Tecnologia in Brazil for ~₹ 158 Cr, funded by internal accruals and debt, closing in Q2 FY26. This significantly strengthens GMM Pfaudler's Mixing platform, expanding access to growing South American markets (mining, renewable fuels, water treatment), leveraging SEMCO's leadership.

**3. Market Position & Competitive Advantage:**

SEMCO acquisition solidifies GMM Pfaudler's global mixing technology leadership, expanding its reach across Europe, Asia, North, and South America. This creates a unified global brand, leveraging SEMCO's innovation and market position in key industrial sectors.

**4. Investor Implications:**

Strong order intake and backlog suggest positive growth potential. Strategic SEMCO acquisition offers significant diversification, expected to be margin accretive. Investors should monitor integration execution and non-cash foreign currency impacts on reported profit.