NSE: GMMPFAUDLR | BSE: 505255 | INDUSTRY : INDUSTRIAL MACHINERY | SECTOR : GENERAL INDUSTRIALS

GMM Pfaudler Ltd.

Expensive Star

5826.50 -197.05 (-3.27%)

New 52W High in past week

Volume: 111.1K High vol.+gain this week

NSEAug 13, 2020 15:31

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Durability score
60/100
High Financial Strength
Valuation score
3.8/100
Expensive Valuation
Momentum score
77.2/100
Technically Bullish
11S
1W
8O
4T


GMM Pfaudler Ltd.    
31 Jul 2020
5826.50
-3.27%
buy
by BP Wealth
Target: 2657 | Upside : 54.4%
BP Wealth
GMM Pfaudler Ltd (GMM), for Q1FY21, reported a weak set of numbers. Revenue marginally grew by 2.8% YoY to INR 1544mn (est INR 1721mn) mainly due to fewer production days (two months) led by the extended lockdown. However, Q1FY21 revenue includes execution of a deferred order of Q4FY20 worth INR 150mn-200mn.EBITDA remained flat at INR275mn (est INR342mn) with 55ps YoY decline in margin from 18.4% in Q1FY20 to 17.8% in Q1FY21, due to adverse product mix mainly impacted by proprietary business, where EBIT margin declined by 755bps on YoY basis with 23% contribution in consolidated revenue. However, the Heavy engineering business has reported a strong growth of 565% in revenue along with 21.3% EBIT margin (vs 2.8%YoY) in Q1FY21. This, we believe partly led...
GMM Pfaudler Ltd. high volume past week with price gain of 36.01.
GMM Pfaudler Ltd.    
28 May 2020
5826.50
-3.27%
buy
by BP Wealth
Target: 2639 | Upside : 54.7%
BP Wealth
GMM Pfaudler Ltd (GMM), for Q4FY20, reported a decent set of numbers. Revenue de-grew by 5.3% YoY to INR 1318mn (est INR 1593mn) mainly due to a revenue loss of INR 300mn led by the nationwide lockdown. EBITDA showed growth of 13.4% YoY to INR225mn (est INR323mn) with 280ps YoY improvement in margin from 14.2% in Q4FY19 to 17.1% in Q4FY20, due to favourable product mix mainly led by Glass-lined business, where EBIT margin improved by 463bps on YoY basis with 63% contribution in consolidated revenue. However, the Heavy engineering business has dragged growth momentum with 59.5% de-growth in revenue and -18.6% EBIT margin (vs 2.1%YoY) in Q4FY20. The loss came up as GMM couldn't ship the order to their Middle East client due to lockdown followed by higher fixed overheads. As per the management, heavy engineering can add strong growth on the...
GMM Pfaudler Ltd. is trading above all available SMAs
GMM Pfaudler Ltd.    
28 May 2020
5826.50
-3.27%
buy
Not Rated: GMM Pfaudler Ltd.
by Way2Wealth
Way2Wealth
EBITDA in Q4FY20 stood at `225mn up ~13.4% Y-o-Y on the back of lower raw material costs and lower labour charges. Raw material costs and labour charges plunged 16%YoY and 11% YoY to `553mn and `80mn respectively in the mentioned period. Company's EBITDA margins were up at 17.1% from 14.2% in Q4FY19. Company's PAT plunged 12.9% Y-o-Y to `116mn in Q4FY20 on account of higher...
GMM Pfaudler Ltd. has gained 36.01% in the last 1 Week
GMM Pfaudler Ltd.    
12 Feb 2020
5826.50
-3.27%
buy
Accumulate: GMM Pfaudler Ltd.
by Angel Broking
Target: 3437 | Target met
Angel Broking
Outlook and Valuation: We expect GMM Pfaudler to post CAGR of ~23%/39% in revenue/ earnings over FY19-22E. Management has indicated that the company is going to add two more gas based furnace from Q2FY21 which will help drive the GL business. Management also sounded positive on the heavy engineering business which is expected to scale
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Number of FIIs/FPIs holding stock rose by 17 to 36 in Jun 2020 qtr.
GMM Pfaudler Ltd.    
24 Jan 2020
5826.50
-3.27%
buy
by BP Wealth
Target: 2201 | Target met
BP Wealth
Continuing high growth momentum with margin expansion: Hold (Target upgrade) GMM Pfaudler Ltd (GMM), for Q3FY20, reported a strong set of numbers. On standalone basis revenue grew by 29.4% YoY to INR 1366mn (est INR 1364mn). EBITDA showed growth of 66.4% YoY to INR287mn (est INR263mn) with 466bps YoY improvement in margin from 16.3% in Q3FY19 to 21% in Q3FY20, due to favorable product mix mainly led by Glasslined business ,where EBIT margin improved by 366bps on YoY basis with 67% contribution in standalone revenue. Moreover, Heavy engineering and proprietary products business has also supported growth momentum with 52% growth in revenue and 18.9% EBIT margin (686bps YoY improvement ) in Q3FY20. As per the management, heavy engineering to add lot of growth on the back of healthy order book till Q2FY21 and expect further improvement in margins going forward. Current order book breakup includes 50% in Glass lined, 30% in heavy engineering and 20% in proprietary products. Net profit surged by 77.4% to INR 194mn (est. INR192mn) due to operationally strong performance and lower tax expense (22.8% vs 32.4%)....
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GMM Pfaudler Ltd. has gained 59.19% in the last 3 Months
GMM Pfaudler Ltd.    
19 Nov 2019
5826.50
-3.27%
buy
by BP Wealth
Target: 1503 | Upside : 74.2%
BP Wealth
GMM Pfaudler Ltd (GMM), for Q2FY20, reported a strong set of numbers.On standalone basis revenue grew by 37.2% YoY to INR 1361mn (est INR 1354mn). EBITDA showed growth of 65.9% YoY to INR267mn (est INR241mn) with 339bps YoY improvement in margin from 16.2% in Q2FY19 to 19.6% in Q2FY20, due to favorable product mix mainly led by Glasslined business ,where EBIT margin improved by 451bps on YoY basis with 62% contribution in revenue. Moreover, Heavy engineering business has also supported growth momentum with 48% growth in revenue and 12% EBIT margin in Q2FY20. As per the management, heavy engineering to add lot of growth on the back of healthy order book and expect further improvement in margins going forward. A Price increase has taken in GL segment, which is successfully passed on to the customers because of high demand. Current order book is equally distributed among Glass lined, heavy engineering and proprietary products. Net profit surged by 83.9% to INR 180mn (est. INR150mn) due to operationally strong performance and lower tax expense (16.1% vs 34.6%). GMM's Swiss based subsidiary Mavag AG posted revenue of...
GMM Pfaudler Ltd. has gained 39.77% in the last 1 Month
GMM Pfaudler Ltd.    
22 Aug 2019
5826.50
-3.27%
buy
by Axis Direct
Target: 1541 | Target met
Axis Direct
GMM Pfaudler Ltd (GMM) in Q1FY20 posted cons. revenues of Rs. 150 Cr. (up 34%Y-o-Y & 8% Q-o-Q), growth is largely attributable of surge in demand, 42% YoY, for Glass Line Equipment (GLE) coming from specialty chemical and agro chemical industry.
GMM Pfaudler Ltd. has an average target of 2545.00 from 4 brokers.
GMM Pfaudler Ltd.    
20 Aug 2019
5826.50
-3.27%
buy
by BP Wealth
Target: 1503 | Target met
BP Wealth
GMM Pfaudler Ltd (GMM), for Q1FY20, reported a strong set of numbers. On standalone basis revenue grew by 39.4% YoY to INR 1,303mn (est INR 1,207mn). EBITDA showed growth of 56.8% YoY to INR239mn (est INR203mn) with 200bps YoY improvement in margin from 16.4% in Q1FY19 to 18.4% in Q1FY20, due to favorable product mix mainly led by Glasslined business ,which grew by 46% YoY with 74% contribution in revenue (vs 71% in Q1FY19). However, Heavy engineering business delivered poor performance with 40% decline in revenue and 2.8% EBIT margin compared to 22.1% in Q1FY19. As per the management, the decline in margin was due to cyclical nature of the business and expect improvement in margin going forward. Net profit surged by 61.2% to INR 147mn (est. INR125mn) due to operationally strong performance and lower tax expense (28.4% vs 34.4%). During the quarter, export share in revenue remained at 12%. Most of the export orders were mainly...
GMM Pfaudler Ltd. high volume past week with price gain of 36.01.
GMM Pfaudler Ltd.    
21 Jun 2019
5826.50
-3.27%
buy
by Axis Direct
Target: 1473
Axis Direct
GMM Pfaudler Ltd (GMM) in Q4FY19 posted revenues of Rs. 121 Cr. (up 37% Y-o-Y, up 14% Q-o-Q) due to the excellent growth shown by non-Glass Line Equipment (non-GLE) segment. EBITDA for the quarter stood at Rs. 17 Cr. (up 18% Y-o-Y, down 1% Q-o-Q)
BP Wealth increased Sell price target of GMM Pfaudler Ltd. to 2657.0 on 31 Jul, 2020.
GMM Pfaudler Ltd.    
03 Jun 2019
5826.50
-3.27%
buy
by BP Wealth
Target: 1489
BP Wealth
GMM Pfaudler Ltd (GMM), for Q4FY19, reported a decent set of numbers. Revenue grew at 37.4% YoY to INR 1,207mn (est INR 1,155mn). EBITDA showed growth of 17.9% YoY to INR170mn (est INR191mn) with 231bps YoY contraction in margin from 16.4% in Q4FY18 to 14.1% in Q4FY19, due to adverse product mix mainly led by Heavy engineering business ,which grew by 116% YoY with only 2.1% EBIT margin compared to 15.2% in Q4FY18. As per the management, the decline in margin was due to a single large order taken by the company for strategic reasons and is expected not to repeat going forward. Net profit surged by 27.9% to INR 108mn (est. INR112mn) due to operationally weak performance and lower tax expense (33.5% vs 39.7%). During the quarter, export share in revenue remained at 10%. Most of the export orders were mainly lead by Pfaudler Inc( Parent) network. Capacity Expansion in Glass lined Equipment business to tap increasing demand...
GMM Pfaudler Ltd. has gained 74.43% in the last 6 Months