GSM Foils Ltd
GSM Foils Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
FY26 top-line guidance is INR 240 to 250 crores, reflecting significant growth over FY25 (INR 133 to 145 crores). GSM Foils projects strong revenue growth for FY26, targeting INR 200 crores to INR 250 crores, representing about 60% growth over FY25.
From GSM Foils Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY26 top-line guidance is INR 240 to 250 crores, reflecting significant growth over FY25 (INR 133 to 145 crores).
- Even with zero growth assumption, expecting INR 190 to 200 crores, a 60% increase from last year.
- Monthly sales have recently been around INR 16 to 17 crores.
- Revenue growth driven by increased working capital deployment and credit cycle optimization.
- Capacity utilization currently around 68-70%, expected to reach optimal capacity post Q2 or early Q3 FY26 with planned fund inflows.
- Expansion in product portfolio with focus on Lamitubes and Alu Alu foils expected to add to growth and margins.
- Plans to enter exports due to growing demand as India emerges as a major aluminum packaging market.
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Profitability & Margins
See what GSM Foils Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Planned capex of around INR 3 to 4 crores by end of Q3 for backward integration and value addition, aiming to reduce external dependency and strengthen internal capacity.
- Potential capex for Lamitubes new line of business subject to market response; initial focus on trading before committing to capex.
- Expansion of manufacturing capacity expected if current plant utilization reaches 100%; plans to build a new plant in Vasai/Kaman area, which can become operational within a month.
- Fundraising of INR 10 to 15 crores planned to support capex and working capital needs.
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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
See what GSM Foils Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The current orderbook situation is not explicitly detailed in exact numbers in the provided transcript.
- Sagar Girish Bhanushali mentioned that if capacity utilization reaches 100% and current premises cannot fulfill orders, only then capex will be considered.
- The company is currently operating at about 68-70% utilization.
- There is confidence expressed in demand visibility and a strong client base willing to work with GSM Foils, indicating a steady flow of orders.
- The company aims to grow significantly in FY26 with sales expected around INR 200 to 250 crores.
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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
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Frequently Asked Questions
What were GSM Foils Ltd Q4 FY25 results?
FY26 top-line guidance is INR 240 to 250 crores, reflecting significant growth over FY25 (INR 133 to 145 crores). GSM Foils projects strong revenue growth for FY26, targeting INR 200 crores to INR 250 crores, representing about 60% growth over FY25.
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?
Planned capex of around INR 3 to 4 crores by end of Q3 for backward integration and value addition, aiming to reduce external dependency and strengthen internal capacity.
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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.