GMM Pfaudler Ltd
GMM Pfaudler Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #33 of 54 in Industrial Manufacturing
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GMM Pfaudler Ltd Q4 FY26 key numbers
- Revenue
- The current facility can expand revenue to INR 700-800 crores from around INR 600 crores with small investments; beyond this, a new facility would be required to further scale.
As stated in GMM Pfaudler Ltd's Q4 FY26 earnings call transcript · published 31 May 2026. Reported figures, not investment advice.
The short version
The company targets continued double-digit year-on-year growth, driven by non-traditional industries such as semiconductor, nuclear, defense, oil and gas, petrochemicals, and metals and minerals. Management targets achieving at least a 15% EBITDA margin medium-term, up from current ~11.5%, with potential to reach 16-17% if growth accelerates.
From GMM Pfaudler Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets continued double-digit year-on-year growth, driven by non-traditional industries such as semiconductor, nuclear, defense, oil and gas, petrochemicals, and metals and minerals. (Page 4, Page 24)
- Growth will come through multiple avenues: market share expansion, regional expansion, entering new industries, and new product innovations across various product lines including glass lining, heavy engineering, and mixing. (Page 8, Page 15)
- The current facility can expand revenue to INR 700-800 crores from around INR 600 crores with small investments; beyond this, a new facility would be required to further scale. (Page 28)
- Strong and increasing order intake (20% YoY), with a 34% higher opening backlog, supports robust revenue visibility for the near future. (Page 4, Page 24)
2 more points from GMM Pfaudler Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- The current facility's revenue from the mixing business can be expanded from around INR 600 crores to INR 700-800 crores with small additional investment.
- For growth beyond INR 800 crores in that business line, a new facility will be required (Page 28).
- The company is working on multiple growth avenues including share expansion, regional expansion, new industries, and products like heavy engineering and mixing (Page 9).
2 more points from GMM Pfaudler Ltd's call on capex
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Top-ranked in Industrial Manufacturing
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Order intake for the year is INR 3,714 crores, up 20% from INR 3,100 crores previous year.
- Opening backlog as of April 1st is up by about 34%, indicating strong revenue visibility.
- Strong order intake continues into Q1, including an Edlon order worth USD 8-9 million and a large heavy engineering order in India.
- Nearly 50% of order intake now comes from non-traditional industries such as semiconductors, defense, oil & gas, petrochemicals, metals, and minerals.
- Systems business orders include significant orders in the U.S. and Eastern Europe, with expected order intake of USD 20-30 million per year over the next few years.
- Diversification and new industry focus is a key driver of order growth.
2 more points from GMM Pfaudler Ltd's call on order book
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GMM Pfaudler Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹944 Cr, net profit ₹15 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What GMM Pfaudler's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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- Aaron Industries (Q4 FY26)
Q4 FY26 Revenue from Operations:** ₹27.33 crore, up 17.81% quarter-on-quarter (QoQ) and 13.34% year-on-year (YoY) compared to Q4 FY25 (₹24.11 crore reported on…
Potential multibaggers · Q2 FY27
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on management's own guidance
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were GMM Pfaudler Ltd Q4 FY26 results?
The company targets continued double-digit year-on-year growth, driven by non-traditional industries such as semiconductor, nuclear, defense, oil and gas, petrochemicals, and metals and minerals. Management targets achieving at least a 15% EBITDA margin medium-term, up from current ~11.5%, with potential to reach 16-17% if growth accelerates.
What is GMM Pfaudler Ltd share price analysis?
GMM Pfaudler Ltd currently shows a neutral. The stock trades at a P/E of 30.6 with a market cap of ₹3,853 Cr. Investors should review the full earnings analysis for detailed insights.
Is GMM Pfaudler Ltd planning capital expenditure?
The current facility's revenue from the mixing business can be expanded from around INR 600 crores to INR 700-800 crores with small additional investment.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.