Event Type: Q1 FY27 Earnings Conference Call conducted on August 6, 2026. The transcript was filed pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Date and Time: The earnings call was conducted on August 6, 2026. Specific time and time zone were not mentioned in the transcript.

Purpose of Event: Discussion of quarterly results for the quarter ended June 30, 2026 (Q1 FY27) and detailed explanation of the company's strategic organizational transformation.

Management Participants:

  • Mr. Tarak Patel – Managing Director
  • Mr. Gregory Gelhaus – Group Chief Executive Officer
  • Mr. Alexander Poempner – Group Chief Financial Officer
  • Mr. Ankit Nayyar – Deputy Chief Financial Officer
  • Ms. Mittal Mehta – Company Secretary & Compliance Officer
  • Mr. Raveen Kanabar – Senior Manager Finance & Accounts
  • SGA – Investor Relations

Presentation Availability: The earnings presentation was uploaded on the stock exchanges on August 5, 2026, and is also available on the company's website at www.gmmpfaudler.com.

UPSI Disclaimer: The company included a standard disclaimer that the presentation and call discussions may contain forward-looking statements regarding business prospects and profitability, which are subject to risks and uncertainties, and actual results could materially differ.

Financial Highlights Discussed:

  • Total order intake: INR 1,007 crores (flat YoY)
  • Consolidated revenue: INR 925 crores (16% YoY growth)
  • EBITDA: INR 94 crores (7% YoY decline, but 25% QoQ improvement)
  • Profit after tax: INR 22 crores (more than doubled YoY)
  • Order backlog: INR 2,289 crores (20% YoY growth, 4% QoQ growth)

Divisional Performance (New Structure):

1. CRT (Corrosion Resistance Technologies): Revenue INR 466 crores (10% YoY growth), Order intake INR 502 crores (23% YoY growth)

2. PPT (Process Performance Technologies): Revenue INR 255 crores (23% YoY growth), Order intake INR 367 crores (64% YoY growth)

3. HET (Heavy Engineering Technologies): Revenue INR 74 crores (flat YoY), Order intake INR 58 crores (700%+ YoY growth)

4. PST (Process System Technologies): Revenue INR 131 crores (46% YoY growth), Order intake INR 80 crores (compared to INR 363 crores in Q1 FY26 which included one large defense order)

Strategic Organizational Changes:

  • Transition from geographic structure to four global technology divisions: CRT, PPT, HET, PST
  • Each division operates globally under dedicated leadership with clear accountability
  • Focus on leveraging global expertise, accelerating innovation, improving customer responsiveness
  • Appointment of Mr. Gregory Gelhaus as Group CEO to lead cultural and organizational transformation

Forward-Looking Statements:

  • Targeting 15% EBITDA margin as minimum goal
  • Planning to repay EUR 7 million debt by end of Q2 FY27
  • Working on refinancing opportunities to optimize borrowing costs
  • Expecting gradual improvement in leverage metrics over coming quarters
  • Focusing on improving EBIT to PAT conversion through entity simplification
  • Targeting tax rate reduction to around 30% within 18-24 months

Market Commentary:

  • Pharma sector showing improvement in India, US, and China
  • Chemical sector remains challenging globally
  • Strong opportunities in peptides, semiconductor manufacturing, defense, nuclear, and power sectors
  • Middle East market showing traction in oil and gas

Additional Notes Section

Attachments: The filing included the complete transcript of the earnings conference call as an enclosure.

Financial Data: The announcement contained extensive financial data including divisional breakdowns, order backlog details, and performance metrics for Q1 FY27.

Compliance: The document represents a standard regulatory filing of earnings call transcript without any unusual compliance issues noted.