India · Delayed Price · Currency is INR GMM Pfaudler Earnings Call Transcripts
Fiscal Year 2026
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Revenue and EBITDA grew 8% and 14% year-over-year, with a record 27% increase in order backlog. Diversification into non-traditional sectors now accounts for 50% of orders, and cost-saving initiatives, including German restructuring, are expected to boost margins.
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Q2 FY26 saw 14% sequential and 12% year-on-year revenue growth, with EBITDA up 20% and a 13.5% margin. India led growth, international business diversified, and SEMCO and GV acquisitions were consolidated. Order backlog and heavy engineering segments remain strong.
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Q1 FY26 delivered stable revenue and a 14% year-over-year EBITDA increase, driven by strong India performance and margin gains. Order intake and backlog rose sharply, while the SEMCO acquisition expands the global mixing platform. International markets remain cautious amid global uncertainties.
Fiscal Year 2025
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FY25 saw strong revenue and cash flow growth, with India business margins improving due to transformation and cost optimization. International order intake and services were impacted by global slowdown, but recovery is expected as markets rebound and new manufacturing in Poland ramps up.
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Revenue and EBITDA margins improved sequentially, with strong order intake and backlog growth. Diversification into non-glass-lined and heavy engineering segments is offsetting chemical and pharma sector slowdowns, while cost rationalization and international manufacturing shifts support future margin expansion.
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Q2 FY25 saw stable revenues and margins, with strong order intake and backlog supporting a positive H2 outlook. Non-glass-lined businesses and pharma are driving growth, while chemical and glass-lined segments remain soft. Strategic cost optimization and diversification continue.
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Revenue and profitability remained stable in Q1 FY25, with strong order intake and a 5% increase in backlog, despite ongoing weakness in the chemical sector. Management expects 5%-7% revenue growth and stable or slightly improved margins for FY25, supported by diversification and cost controls.
Fiscal Year 2024
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The AGM highlighted strong consolidated revenue growth despite sector slowdowns, ongoing diversification, and strategic acquisitions. Shareholders engaged on future outlook, with management emphasizing resilience, innovation, and a robust order pipeline.