GMM Pfaudler Limited — PPTs, 06-11-2025: Investor Presentation

GMM Pfaudler reported strong Q2 FY26 results. Revenue increased 12% YoY to ₹ 902 Cr, with EBITDA leaping 27% YoY to ₹ 122 Cr, achieving a 13.5% margin. Profit after tax saw a significant jump to ₹ 39 Cr, and EPS rose to ₹ 9.22. India's performance remains solid due to investments in Pharma, Chemicals, and Oil & Gas. Europe is mixed, with traditional markets soft but defence creating new opportunities. The US market shows improvement.

A key growth driver is the recently completed SEMCO acquisition, which will unlock new sectors like Mining, Metal & Minerals, and Water Treatment. The company recorded strong order intake of ₹ 878 Cr, boosting the order backlog to a healthy ₹ 2,146 Cr, up 21% YoY. Management highlights focus on India's strength and new growth avenues from SEMCO in non-traditional segments, alongside opportunities from an improving US market.