GSM Foils Limited — PPTs, 05-11-2025: Investor Presentation

GSM Foils, a specialist in pharmaceutical foils, delivered a robust performance for H1 FY26. Revenue surged 111.10% YoY to ₹110.14 Cr, while Profit After Tax (PAT) climbed 134.26% YoY to ₹8.23 Cr. EBITDA margin improved to 11.32%. Q2 FY26 also showed strong growth, with revenue up 86.48% YoY to ₹58.14 Cr and PAT rising 107.18% YoY to ₹4.39 Cr, largely driven by Blister Foils (65%) and Pharma Foils (35%) segments.

The company plans significant strategic moves: geographic expansion across India, vertical integration into rolling mills and distribution depots, and evaluating M&A opportunities like an LDPE plant. They are also diversifying into Lamitube manufacturing and investing in advanced machinery for efficiency. Management sees strong demand visibility from pharma industry tailwinds and a growing need for high-barrier packaging solutions.