GSM Foils Limited — Investor Meet, 12-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

GSM Foils reported strong Q2 FY26 with revenue at 58 Cr (+86% YoY), EBITDA at 6.64 Cr (+107% YoY) with 11.43% margin, and PAT at 4.39 Cr (+107% YoY) with 7.56% margin. Management targets FY26 revenue of 230-250 Cr. A new Ahmedabad plant (17,000 sq ft, 4.5-5 Cr CAPEX) starts operations by month-end, aiming for 40-50% utilization by March. Vasai plant utilization targets 90%+ by year-end. Growth is driven by India's expanding pharma/packaging sector, with a focus on operational excellence and capacity growth. Management expressed a confident tone on future prospects, expecting improving ROC and positive operating cash flow long-term.