GMM Pfaudler Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

GMM Pfaudler's Q1 FY26 saw consolidated revenue of INR 795 Cr and EBITDA of INR 101 Cr (+14% YoY), fueled by India's robust 45% EBITDA growth. Order intake hit INR 1,004 Cr (+14% YoY), boosting backlog to INR 1,906 Cr, ensuring good visibility. India's market is strong, with international pipelines growing despite global caution. Strategic moves include the SEMCO acquisition, expanding global mixing, and ongoing cost efficiency drives (Poland JV, facility closures). Management focuses on profitable growth and leveraging global low-cost manufacturing.