GMM Pfaudler Limited — Investor Meet, 28-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GMM Pfaudler reported a steady FY26 with 10% revenue and 11% EBITDA growth, improving full-year margins by 1%. India's PAT surged 40%. Order intake rose 20% YoY to INR 3,714 crore, boosting opening backlog by 34%, despite Q4 margin fluctuations and global uncertainties. Diversification into non-traditional sectors like semiconductors, defense, oil & gas, and metals & minerals now drives nearly 50% of orders. Management completed Europe restructuring, expecting INR 45 crore annual savings, and targets a 15% blended EBITDA margin in the medium term. The company plans to articulate a three-year strategic vision and improve financial structure, with new segment reporting next quarter. Tone is confident yet cautious on macro outlook.