GSM Foils Ltd
GSM Foils Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
For FY26, GSM Foils targets revenue between Rs. FY26 revenue guidance: Rs.
From GSM Foils Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- For FY26, GSM Foils targets revenue between Rs. 230 to Rs. 250 crores, reflecting an 80%-90% growth over previous years.
- The Ahmedabad plant is expected to become operational by December 2025, aiming for 40%-50% capacity utilization by March 2026.
- Post Ahmedabad plant stabilization, FY27 could see a further 60%-70% jump in revenue on a conservative estimate.
- Current Vasai plant capacity utilization is at 70%-72%, expected to rise above 90% by early 2026.
- Incremental capacity expansion via minor CAPEX is planned to increase machine speed by 10%-15%, potentially raising monthly turnover by Rs. 5 crores.
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Profitability & Margins
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Capital Expenditure Plans
- Current CAPEX of around Rs. 4.5 to 5 crores is underway for setting up the new Ahmedabad plant (approx. 17,000 sq. ft leased premises), expected operational by December 2025.
- No major CAPEX planned for the next 6-8 months post Ahmedabad plant completion.
- Possible small term loan of Rs. 2-3 crores may be considered soon for machinery linked with a subsidiary CAPEX.
- CAPEX at Vasai plant includes a small investment (~Rs. 12-15 lakhs) to increase machine speed by 10-15%, aiming to boost capacity utilization from 70-72% currently up to 90%+.
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Top-ranked in Industrial Products
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
- The company is in constant daily or weekly contact with over 80% of its clients to track orders and requirements.
- There are no long-term order commitments beyond a month due to frequent rate and product changes in the pharma industry.
- Orders and production schedules are dynamic, changing regularly based on product specifications and market demand.
- The company maintains flexibility, ensuring close communication with customers for near-term demand visibility.
- Ahmedabad plant anticipates starting operations by December and aims for 40-50% capacity utilization by March.
- Revenue from Ahmedabad plant at full utilization is projected conservatively at Rs. 5-6 crores initially, with plans to ramp up.
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GSM Foils Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹82 Cr, net profit ₹6 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What GSM Foils's management said in earlier quarters
Others in Industrial Products this season
- Lead Reclaim and Rubber Products Ltd (Q2 FY26)
Revenue from Operations for H1 FY26: ₹2,190 lakhs, up 138.04% YoY (from ₹920 lakhs in H1 FY25) (Page 19) . Key investor presentation takeaways from Lead Reclaim
- Shubhshree Biofuels Energy Ltd (Q2 FY26)
Revenue from operations for H1 FY26: ₹9,604.6 Lakhs . Key investor presentation takeaways from Shubhshree Biofuels Energy Ltd's Q2 FY26 investor presentation —
- De Neers Tools (Q2 FY26)
H1FY26 Net Sales:** ₹670.4 Mn . Key investor presentation takeaways from De Neers Tools's Q2 FY26 investor presentation — and how it ranks against sector peers.
- WOL 3D India Ltd (Q2 FY26)
Revenue from Operations for H1FY26 is Rs 415 Mn, up 82% YoY from Rs 227 Mn in H1FY25 (Page 9, Page 5). Key investor presentation takeaways from WOL 3D India Ltd
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Frequently Asked Questions
What were GSM Foils Ltd Q2 FY26 results?
For FY26, GSM Foils targets revenue between Rs. FY26 revenue guidance: Rs.
What is GSM Foils Ltd share price analysis?
GSM Foils Ltd currently shows a neutral. The stock trades at a P/E of 8.3 with a market cap of ₹197 Cr. Investors should review the full earnings analysis for detailed insights.
Is GSM Foils Ltd planning capital expenditure?
Current CAPEX of around Rs.
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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.