GSM Foils Limited — PPTs, 30-01-2026: Investor Presentation

GSM Foils, specializing in pharma packaging foils, reported strong Q3 FY26 and 9M FY26 results. Revenue for Q3 surged 84% YoY to ₹66.33 Cr, while 9M revenue doubled to ₹176.47 Cr. Profit after Tax (PAT) for Q3 jumped 96% YoY to ₹5.33 Cr, with 9M PAT rising 118% to ₹13.56 Cr, showing robust growth. EPS for the 9-month period stood at ₹9.62.

Growth is driven by India's expanding pharmaceutical market, rising exports, and a shift towards blister packaging. A key recent development is the operationalization of a new manufacturing facility in Ahmedabad (₹5-6 Cr capex, 10k+ MT annual capacity). This expansion aims to boost production, diversify customers, and improve margins, targeting 40-50% utilization by March 2026.

Future strategy focuses on geographic expansion across India, vertical integration (like rolling mills and distribution depots), and product diversification, including exploring Lamitube manufacturing. The company also aims to become a key partner for top-tier pharma companies, upgrading production with new machinery.