Arthneeti

GSM Foils Q1 FY27 Share Price & Earnings Call Analysis

₹61.40-0.97% today
Market cap
₹87 Cr
P/E
3.65
ROE
37.54%
Price to sales
0.28
Debt to equity
0.60
52W high / low
₹282 / ₹60.6
EBITDA margin
11.70%
Net profit margin
7.69%
Promoter holding
54.38%
Sales (last year)
₹303 Cr

Guidance scorecard · Q1 FY27 call

What GSM Foils Ltd's management guided
and where it ranks in Industrial Products

#11of 100 in
Industrial Products
Revenue40%+MarginsFlatCapexNone plannedFundraisingPlannedOrder bookWhat management said

RevenueQ1 FY27 call

40%+
  • GSM Foils aims to reach INR 750 to INR 800 crores top line by the end of next financial year.
  • Current focus is to ramp up Ahmedabad plant to 80-85% capacity by end of this year (2026).
  • Vasai plant is already operating at around 85% capacity, targeting INR 30-35 crores monthly revenue.
  • The newly started PP caps unit targets INR 30-35 crores revenue this year, increasing to INR 60-65 crores next year.
  • Expansion plans rely on fully utilizing existing four plants, with no new manufacturing facility planned for at least 1-2 years.
  • Sales growth primarily driven by increasing volumes with existing clients, though new clients from new markets/geographies will also contribute.

2 more points from GSM Foils Ltd's call on revenue

Create a free account to keep reading this call

Full Q1 FY27 analysis

MarginsQ1 FY27 call

Flat

See what GSM Foils Ltd said on margins — free account, 30 seconds.

Full Q1 FY27 analysis

CapexQ1 FY27 call

None planned
  • Currently, GSM Foils is focusing on ramping up the Ahmedabad plant to 80-85% capacity utilization by end of the year.
  • The company recently acquired two plants primarily due to low capex benefits and export opportunities; however, they prefer low capex models (INR4-5 crores) rather than acquisitions for scaling.
  • No immediate plans for new manufacturing facilities; current strategy is to run all four units at optimal capacity to achieve INR750-800 crores top line by next year.
  • Unit 4, targeted for exports, involves shifting existing machines with some modifications and SOP enhancements; production expected to start by end of August.

2 more points from GSM Foils Ltd's call on capex

Create a free account to keep reading this call

Full Q1 FY27 analysis

FundraisingQ1 FY27 call

Planned

See what GSM Foils Ltd said on fundraising — free account, 30 seconds.

Full Q1 FY27 analysis

Order bookQ1 FY27 call

  • The company primarily operates on monthly verbal commitments rather than formal contracts, as order sizes and rates vary often.
  • Clients communicate expected purchases monthly based on negotiated rates, with orders fluctuating frequently.
  • The company focuses on maintaining a large and diversified client base (100+ clients) to mitigate client concentration risk.
  • Gradual scaling up of production facilities (e.g., Ahmedabad plant aiming for 80-85% utilization by year-end) supports expected order fulfillment capacity.
  • Expansion plans aim for INR750-800 crores topline next year through full/partial utilization of 4 plants, implying a strong anticipated order flow.

2 more points from GSM Foils Ltd's call on the order book

Create a free account to keep reading this call

Full Q1 FY27 analysis
Full Industrial Products ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Industrial Products
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does GSM Foils Ltd rank?

Portfolio builder

Build your portfolio
from the top-ranked stocks

  1. 1. Pick 3–15 stocks
  2. 2. Choose large, mid or small cap and your sectors
  3. 3. Get a portfolio built from the rankings
Build my portfolio

Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Industrial Products companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 2%+₹532 Cr21.2
240%+Up 2%+₹450 Cr13.2
340%+Up 2%+₹371 Cr26.1
440%+Up 0–2%₹1,340 Cr32.9
540%+Up 0–2%₹1,196 Cr14.1
640%+Flat₹966 Cr25.0

Sign up free to see every company in the sector ranking and track GSM Foils Ltd.

Pro shows every company guiding 40%+ revenue growth →Full Industrial Products ranking

Financials of GSM Foils Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of GSM Foils Ltd

Quarterly Results

Quarter-by-quarter operating performance

Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales +13.6621.0031.1836.0245.6152.0058.1466.3381.69
Expenses +12.8118.8527.9831.9739.8146.1851.5058.4572.26
Operating Profit0.852.153.204.055.805.826.647.889.43
OPM %6.22%10.24%10.26%11.24%12.72%11.19%11.42%11.88%11.54%
Other Income +0.000.000.000.000.020.060.080.110.13
Interest0.440.160.200.200.750.380.910.760.95
Depreciation0.040.060.060.080.080.100.100.110.16
Profit before tax0.371.932.943.774.995.405.717.128.45
Tax %27.03%27.46%27.89%27.85%31.46%29.07%22.94%25.14%25.56%
Net Profit +0.261.402.122.723.423.834.395.336.28
EPS in Rs0.250.991.501.932.432.723.123.784.46

Financials of GSM Foils Ltd

Profit & Loss

Annual income statement trend

Dec 2023 6mMar 2024 9mMar 2025Mar 2026
Sales +2741134258
Expenses +2538119228
Operating Profit231530
OPM %7%7%11%12%
Other Income +0000
Interest0113
Depreciation0000
Profit before tax221427
Tax %25%26%29%26%
Net Profit +111020
EPS in Rs1.336.8414.08
Dividend Payout %0%0%0%0%

Financials of GSM Foils Ltd

Balance Sheet

Capital structure and asset base

Dec 2023Mar 2024Mar 2025Mar 2026
Equity Capital0.0291314
Reserves121860
Borrowings +1451844
Other Liabilities +741246
Total Liabilities222061165
Fixed Assets +1125
CWIP0000
Investments00310
Other Assets +211956150
Total Assets222061165

Financials of GSM Foils Ltd

Cash Flows

Operating, investing and financing cash movement

Dec 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +-2-140-37
Cash from Investing Activity +-0-10-10
Cash from Financing Activity +315047
Net Cash Flow0000
Free Cash Flow-2-150-40
CFO/OP-114%-495%0%-124%

Financials of GSM Foils Ltd

Ratios

Working capital efficiency and return ratios

Dec 2023Mar 2024Mar 2025Mar 2026
Debtor Days946592133
Inventory Days1881136278
Days Payable92292461
Cash Conversion Cycle190149130151
Working Capital Days1967083
ROCE %46%35%

Guidance history

How GSM Foils Ltd's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →40%+FlatNone plannedPlanned—
Q4 FY26 call →20–40%FlatPlannedPlanned—
Q3 FY26 call →20–40%FlatPlanned—Rising
Q2 FY26 call →40%+FlatPlannedPlannedRising

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

Continue your research

What GSM Foils Ltd's management said in earlier quarters

Others in Industrial Products this season

  • Captain Polyplast Ltd (Q2 FY27)

    32.9% increase . Key results statement takeaways from Captain Polyplast Ltd's Q2 FY27 results statement — and how it ranks against sector peers.

  • Shyam Metalics & Energy Ltd (Q2 FY27)

    Q2 FY27 Revenue:** ₹5,960.2 crore, up 33.4% YoY (Page 38) . Key investor presentation takeaways from Shyam Metalics & Energy Ltd's Q2 FY27 investor presentation

  • Ratnaveer Precision Engineering Ltd (Q2 FY27)

    Q2 FY27 Revenue: ₹3,872.37 million . Key investor presentation takeaways from Ratnaveer Precision Engineering Ltd's Q2 FY27 investor presentation — and how it r

  • HEG Advanced Materials Ltd (Q2 FY27)

    For the quarter ended September 30, 2026, HEG Limited reported total revenue from operations of ₹1,520.64 crores. Key results statement takeaways from HEG Advan

Compare:vs Cummins Indiavs Polycab Indiavs Welspun Corp Ltd