GMM Pfaudler Limited — Investor Meet, 13-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GMM Pfaudler reported Q1 FY27 revenue of INR 925 Cr (+16% YoY) and PAT of INR 22 Cr (doubled YoY). EBITDA was INR 94 Cr (-7% YoY), impacted by pricing and investments, but improved QoQ. Order backlog hit a record INR 2,289 Cr (+20% YoY), with Q1 intake of INR 1,007 Cr, largely for 10-12 month execution cycles, providing strong FY27 revenue visibility. Management is transforming into a globally integrated organization with four new divisions, aiming for a 15% EBITDA margin long-term. Pharma markets are improving globally, while chemicals remain challenging. Focus is on integrating acquisitions, strengthening the balance sheet, and optimizing costs. Investor outlook points to increased operational efficiency and debt reduction for value creation.