• Event Type: This document contains the transcript of the Q2 & H1 FY27 Earnings Conference Call, which included a management presentation followed by a Q&A session with analysts.
  • Date and Time: The conference call was conducted on November 5, 2026. A specific start time was not disclosed in the transcript.
  • Purpose: The stated purpose of the call was to discuss the company's performance for the quarter and half year ended September 30, 2026 (Q2 & H1 FY27).
  • Earnings Announcement: The earnings presentation was uploaded on the stock exchanges on November 4, 2026, indicating the call occurred after the official results announcement.
  • Management Participants: The following management representatives were present on the call:
  • Mr. Tarak Patel – Managing Director
  • Mr. Gregory Gelhaus – Group Chief Executive Officer
  • Mr. Ankit Nayyar – Group Chief Financial Officer
  • Ms. Mittal Mehta- Company Secretary & Compliance Officer
  • Mr. Raveen Kanabar – Senior Manager Finance & Accounts
  • SGA – Investor Relations
  • Availability of Materials: The earnings presentation was confirmed to have been uploaded on the Stock Exchanges and is available on the company's website at www.gmmpfaudler.com. The transcript of the call is the subject of this regulatory filing.
  • UPSI Statement: The call began with a standard disclaimer that the discussion "contains or may have certain forward-looking statements regarding our business prospects and profitability, which are subject to several risks and uncertainties." There was no explicit statement that no Unpublished Price Sensitive Information (UPSI) would be shared.

Financial Highlights & Guidance (As Disclosed)

  • Financial Period Discussed: Q2 FY27 (Quarter ended September 30, 2026) and H1 FY27 (Half Year ended September 30, 2026).
  • Key Financials:
  • Q2 Order Intake: Record INR 1,198 crores, up 36% YoY and 19% QoQ.
  • H1 Order Intake: Record INR 2,204 crores, up 17% YoY.
  • Q2 Revenue: INR 1,065 crores, growing 18% YoY and 15% QoQ.
  • H1 Revenue: INR 1,989 crores, representing a growth of 17% YoY.
  • Q2 EBITDA: INR 110 crores (10.3% margin). Adjusted EBITDA (excluding loss-making entities) was ~INR 139 crores (15.9% margin).
  • H1 EBITDA: INR 204 crores (10.2% margin). Adjusted EBITDA was ~INR 247 crores (15.2% margin).
  • Q2 PAT: INR 35 crores.
  • H1 PAT: INR 57 crores, up 20% YoY.
  • Net Debt Reduction: Repaid approximately INR 116 crores of net debt in H1 FY27.
  • Order Backlog: Consolidated order backlog stands at a record high of INR 2,446 crores, up 14% YoY.
  • Forward-Looking Guidance for FY27:
  • Revenue: Double-digit growth.
  • Reported EBITDA margin: ~10%-11% (including loss-making entities).
  • Adjusted EBITDA margin (for core business): ~14%-15%.
  • Strategic Themes: The management extensively discussed a ongoing restructuring program for loss-making European operations (which reported an H1 EBITDA loss of ~INR 43 crores), focusing on cost alignment, workforce reduction, and shifting manufacturing to Poland. Growth drivers highlighted include strong demand from pharmaceuticals (especially CDMO and peptides), nuclear power, thermal power, defence, and semiconductors.

Additional Notes Section

  • Attachments: The regulatory filing intimates that the transcript of the earnings call is enclosed.
  • Financial Data: This announcement itself did not contain new financial data, as it is a transcript of a call that discussed previously announced results. The summary above extracts all financial figures disclosed within the transcript.
  • Logistical Details: Dial-in numbers and access codes were not included in the transcript provided.