Here is a summary of the Q3 & 9M FY26 Investor Presentation of GMM Pfaudler Limited (February 6, 2026):
🔹 Q3 FY26 – Consolidated Performance
Revenue: ₹883 Cr (↑10% YoY, flat QoQ)
EBITDA: ₹105 Cr (↑1% YoY, ↓14% QoQ)
EBITDA Margin: 11.9%
Adjusted PAT: ₹32 Cr (Margin 3.6%)
Adjusted EPS: ₹7.28
Order Intake: ₹961 Cr (↑20% YoY, ↑9% QoQ)
Backlog: ₹2,205 Cr (↑27% YoY, ↑3% QoQ)
Reported PAT impacted by ₹56.3 Cr one-time exceptional costs (India labour code provision + Germany workforce restructuring).
🔹 9M FY26 – Consolidated Performance
Revenue: ₹2,580 Cr (↑8% YoY)
EBITDA: ₹327 Cr (↑14% YoY)
EBITDA Margin: 12.7%
Adjusted PAT: ₹81 Cr
Adjusted EPS: ₹18.98
Order Intake: ₹2,843 Cr (↑16% YoY)
Backlog: ₹2,205 Cr (↑27% YoY)
🔹 Business Highlights
🌍 Regional Trends
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India: Strong growth driven by Pharma, Oil & Gas, Nuclear; Chemicals weak.
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Europe: Slow in Chemicals & Pharma; Systems segment boosted by defence spending.
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Americas: Improving, especially US; strong growth in Brazil & Canada (Metals & Minerals).
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China: Challenging; cost-control measures underway.
🔹 Strategic Actions
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Workforce reduction at Germany facility (30 FTEs) – ₹43.6 Cr provision.
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Continued global glass-lined manufacturing footprint optimization.
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Hyderabad (India) plant closure completed; land sold earlier for ₹54.5 Cr.
🔹 Segment Mix (Q3 FY26)
Revenue Split (Consolidated):
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Systems: 59%
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Technologies: 28%
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Services: 13%
Diversification improving:
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Increasing contribution from non-traditional sectors (Oil & Gas, Defence, Nuclear).
🔹 Overall Takeaways
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Revenue growth steady; margins slightly under pressure QoQ.
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Strong order inflow and 27% YoY backlog growth provide visibility.
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Transformation and restructuring initiatives underway to optimize global footprint.
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Diversification strategy is strengthening resilience.
