Industrial Machinery company GMM Pfaudler announced Q1FY26 results Consolidated Revenue remains stable, with a strong improvement in EBITDA YoY driven by India. Consolidated EBITDA margin at 12.7% and Standalone EBITDA margin at 15.7%. Consolidated EBITDA up 14% YoY and India EBITDA up 45% YoY. Order Intake of Rs 1,004 crore, mainly driven by Systems and Services. Order Intake is up 14% YoY & 52% QoQ. Order Backlog of Rs 1,906 crore up 7% YoY and 17% QoQ. Entered into an agreement to acquire 100% share capital of SEMCO Tecnologia em Processos Ltda. through the Pfaudler Ltda., Brazil. Closing of the transaction is expected in Q2FY26. Tarak Patel, Managing Director, said: "While our revenue for this quarter has remained stable, our margins have improved, which is mainly driven by our business in India. Order intake and backlog have increased 14% and 7%, respectively, compared to the previous year. Although our opportunity pipeline continues to grow, uncertainties regarding global trade and geopolitical instability may impact investment decisions." "As part of our ongoing diversification strategy, we have recently acquired SEMCO Tecnologia em Processos Ltda in Brazil. This strategic acquisition will further strengthen our Mixing Technologies Platform and give us access to the rapidly growing markets in South America." Result PDF
Conference Call with GMM Pfaudler Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Industrial Machinery company GMM Pfaudler announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Q4 Revenue and EBITDA up 9% and 4% respectively compared to the same period previous year Revenue: Rs 807 crore EBITDA: Rs 93 crore PAT: Rs 15 crore EPS: Rs 3.58 Order Intake: Rs 660 crore Order Backlog: Rs 1,636 crore FY25 Financial Highlights: FY25 Revenue and EBITDA down by 7% and 20% respectively compared to the previous year Order Intake at Rs 3,102 crore, up 3% compared to the previous year Order Backlog stands at Rs 1,636 crore, down 3% compared to the previous year Revenue: Rs 3,199 crore EBITDA: Rs 381 crore PAT: Rs 100 crore EPS: Rs 22.99 Commenting on the Company’s Q4 & FY25 results, Tarak Patel, Managing Director said, “This year has been challenging, primarily due to a general slowdown in the chemical and pharmaceutical sectors. Additionally, uncertainties surrounding global trade and geopolitical tensions have further complicated the situation. However, our focus on diversification and cost optimisation has enabled us to navigate these difficulties effectively. Our performance, particularly in India during the second half of the year, reflects this success and sets a positive trajectory for the new financial year. Nonetheless, our international business continues to face challenges related to the uncertain US tariff situation, which remains unresolved at this time. Our global manufacturing footprint optimization program is ongoing, with the establishment of our new low-cost manufacturing site in Poland and the closure of our manufacturing sites in Leven, UK, and Hyderabad, India." He further added, “We are delighted to welcome Greg as Chief Transformation Officer. I am confident his extensive experience across various industries and geographies will be a tremendous asset to the company and the management team.” Result PDF
Industrial Machinery company GMM Pfaudler announced Q3FY25 results Revenue stable and EBITDA up 3% compared to Q2FY25. EBITDA margin improved to 12.0% compared to 11.6% for Q2FY25. Q3FY25 Order Intake at Rs 798 crore up 5% compared to Q2FY25. Order Backlog stands at Rs 1,740 crore, up 7% compared to December 31, 2023. Opportunity pipeline remains stable across geographies, product mix continues to evolve. Tarak Patel, Managing Director said: "The general weakness in chemical industry continues, negatively impacting capex cycles and new investments. Despite this slowdown, our shipment, order intake and backlog for this quarter remain stable. Our diversification strategy continues to pay rich dividends as we have made up some of this shortfall from new industry verticals such as Oil & Gas, Petrochemicals, Semi-Conductor and Metals & Minerals.” "While the outlook remains stable for this financial year, we continue to focus our efforts on strengthening our market share, reducing costs and improving efficiencies." Result PDF