GMM Pfaudler Limited — Investor Meet, 13-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

GMM Pfaudler reported Q2 FY26 revenue of INR 902 Cr (up 12% YoY) and EBITDA of INR 122 Cr (up 27% YoY), achieving a 13.5% margin. Order intake was strong at INR 878 Cr, with a backlog of INR 2,146 Cr. The India business saw robust order intake, driven by heavy engineering and a return in agrochemicals. Internationally, traditional chemical/pharma markets in Europe remain slow, but new segments like acid recovery and the acquired SEMCO's Brazilian mixing business show growth. Management emphasizes diversification, integration of acquisitions, and operational efficiency for sustainable future growth, balancing market uncertainties with strategic plays.