Gmm Pfaudler Limited · NSE:GMMPFAUDLR
Gmm Pfaudler — Q3 FY26 Earnings Presentation
23 slides from Gmm Pfaudler's earnings presentation, Feb 6, 2026
Slide 1: Exchange filing cover letter for investor presentation
GMM/SEC/2025-26/72 February 6, 2026 To, BSE Limited National Stock Exchange of India Limited Scrip Code: 505255 Symbol: GMMPFAUDLR Sub.: Investor Presentation on the Unaudited Standalone and Consolidated Financial Results of GMM Pfaudler Limited (“the Company”) for the quarter and nine months ended
Slide 2: Earnings Presentation Q3 & 9M FY26
Rooted in Strength Aligned for Tomorrow Earnings Presentation Q3 & 9M FY26 February 6, 2026 Linkedin logo vector, Linkedin symbol, Linkedin icon free vector 18910721 X Logo Replaces Twitter's Famous Bird: Everything You Need to Know About X's Rebranding Vector Art at Vecteezy www.gmmpfaudler.com
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by GMM Pfaudler Limited (the “Company”) and forms a part of its intellectual property which is solely for the purposes of your general information and shall not be taken away, distributed, reproduced, or redistributed or passed on, directly or indirectl
Slide 4: Consolidated Financial Snapshot – Q3 FY26
Consolidated Financial Snapshot – Q3 FY26 ₹ 883 crore ₹ 105 crore 11.9% Revenue EBITDA EBITDA Margin ₹ 32 crore 3.6% ₹ 7.28 # PAT # PAT Margin EPS^ ₹ 961 crore ₹ 2,205 crore Order Intake Backlog i. # PAT is before one - time impact of : a) Provision for New Labour codes in GMM Pfaudler , India amoun
Slide 5: Consolidated Financial Performance – Q3 FY26
Consolidated Financial Performance – Q3 FY26 Revenue EBITDA Figures in ₹ crores - 2% 10% - 14% 1% 883 902 795 801 105 122 104 101 11.9% 13.5% 12.7% 12.9% Q3 FY26 Q2 FY26 Q1 FY26 Q3 FY25 Q3 FY26 Q2 FY26 Q1 FY26 Q3 FY25** Profit After Tax EPS - 19% - 31% - 21% - 31% 46 10.54 39 9.22 32 7.28 10 2.48 3.
Slide 6: Consolidated Financial Performance – 9M FY26
Consolidated Financial Performance – 9M FY26 Revenue EBITDA Figures in ₹ crores 8% 14% 2,580 327 2,392 288 11.9% 12.7% 12.7% 12.0% 12.9% 9M FY26 9M FY25 9M FY26 9M FY25^ Profit After Tax EPS - 4% - 2% 81 84 18.98 19.42 3.6% 3.2 % 3.5 % 4.4% 1.3% 5.7% 9M FY26 #* 9M FY25^* 9M FY26# 9M FY25^ i. # PAT i
Slide 7: Order Intake & Backlog – Q3/9M FY26
Order Intake & Backlog – Q3/9M FY26 Figures in ₹ crores Order Intake - QoQ Backlog - QoQ 9% 3% 27% 20% 2,205 2,146 1,906 1,740 961 878 1,004 798 11.9% 12.7% 12.7% 12.0% 12.9% Q3 FY26 Q2 FY26 Q1 FY26 Q3 FY25 Q3 FY26 Q2 FY26 Q1 FY26 Q3 FY25 Order Intake – 9M Backlog – 9M 16% 27% 2,843 2,205 2,442 1,74
Slide 8: Diversification strategy driving Order Intake & Backlog
Diversification strategy driving Order Intake & Backlog Order Intake Traditional 33 % 31% Chemicals 47% Pharmaceuticals 27% 23% 36% Non - Traditional 40% 46% 17% Oil & Gas, Petrochemical, Defence , Nuclear etc FY26 (9M) FY25 FY24 2,205 2,146 Figures in ₹ crores 1,906 1,740 1,773 1,777 1,689 1,636 1,
Slide 9: Segmental Overview – Q3 FY26
Segmental Overview – Q3 FY26 Consolidated Standalone International Revenue 10% Technologies 30% 9% 11% 37% Systems 52% Services 59% 81% 11% Consolidated Standalone International Order Intake 2% 7% Technologies 28% 37% Systems 46% 59% 91% Services 13% 17% Note: Standalone and International breakdown
Slide 10: Financial Highlights
Figures in ₹ crores Financial Highlights YoY variance Revenue EBITDA EBITDA Margin Order Intake Backlog Q3 FY26 ₹883 ₹105 11.9% ₹961 ₹2,205 ↑10% ↑1% ↑20% ↑27% Revenue EBITDA EBITDA Margin Order Intake Backlog 9M FY26 ₹2,580 ₹327 12.7% ₹2,84 3 ₹2,205 ↑8% ↑14% ↑16% ↑27% • Revenue flat QoQ and up 10% Y
Slide 11: Business Highlights
Business Highlights • India : Continues to improve, driven by investments in Pharma, Oil & Gas and Nuclear . Chemicals remain weak due to overcapacity and uncertainties in global trade . • Europe : Remains slow and uncertain, especially in our traditional markets of Chemicals and Pharma . However, o
Slide 12: Global Glass-lined Manufacturing Footprint Consolidation Continues
Global Glass - lined Manufacturing Footprint Consolidation Continues Workforce reduction measure s at Pfaudler GmbH, Germany : • Nov 2025 , Pfaudler GmbH entered into an agreement with the works council to define a plan relating to workforce reduction of 30 FTE’s (Full Time Employees) in two phases
Slide 13: Shareholder Summary
Shareholder Summary Figures in % terms Dec 31, Sep 30, Increase/ Institutional Holdings Investor Category 2025 2025 Decrease 46% Foreign Portfolio Investors & 46% 26.87 29.92 3.05 ↓ 46% Foreign Companies Mutual Funds 14.06 13.25 0.81 ↑ 44% 43% Alternate Investments Funds 1.00 1.59 0.59 ↓ Insurance C
Slide 14: Annexures
Annexures 8 GMM : Pfaudler
Slide 15: Standalone Financial Performance – Q3 FY26
Standalone Financial Performance – Q3 FY26 Revenue EBITDA Figures in ₹ crores - 11% 2% - 14% - 8% 242 272 231 238 34 39 36 37 13.8% 14.4% 15.7% 15.4% Q3 FY26 Q2 FY26 Q1 FY26 Q3 FY25 Q3 FY26 Q2 FY26 Q1 FY26 Q3 FY25* Profit After Tax EPS - 24% - 13% - 24 % - 13% 20 4.52 15 17 18 3.42 3.71 3.93 6.4% 7.
Slide 16: Standalone Financial Performance – 9M FY26
Standalone Financial Performance – 9M FY26 Revenue EBITDA Figures in ₹ crores 11% 27% 745 669 109 86 11.9% 14.6% 12.7% 12.9% 12.9% 9M FY26 9M FY25 9M FY26 9M FY25* Profit After Tax EPS 52% 52% 11.66 52 7.67 34 3.6% 7.0 % 5.2 % 4.4% 1.3% 5.7% 9M FY26 ^ 9M FY25* 9M FY26^ 9M FY25* i. ^ PAT is before on
Slide 17: International Financial Performance – Q3 FY26
International* Financial Performance – Q3 FY26 Revenue EBITDA Figures in ₹ crores 1% 10% - 20% - 4% 663 656 589 82 600 66 61 69 10.0% 12.5% 10.4% 11.4% 10.0% 12.5% 10.4% 11.4% Q3 FY26 Q2 FY26 Q1 FY26 Q3 FY25 Q3 FY26 Q2 FY26 Q1 FY26 Q3 FY25^ Profit After Tax - 34% - 57% 4.9% 1.9% 2.9% 4.9% 29 19 -9 1
Slide 18: International Financial Performance – 9M FY26
International* Financial Performance – 9M FY26 Revenue EBITDA Figures in ₹ crores 6% 5% 1,908 1,793 209 200 10.0% 12.5% 10.4% 11.4% 11.0% 11.1% 9M FY26 9M FY25 9M FY26 9M FY25 Profit After Tax - 54% 4.9% 1.9% 2.9% 4.9% 48 22 1.2% 2.7% 9M FY26 9M FY25 i. # PAT is before one - time impact of Provision
Slide 19: Consolidated Financial Summary
Consolidated Financial Summary Figures in ₹ crores Particulars Q3 FY26 Q2 FY26 Q- O- Q Q3 FY25 Y- O- Y Operational Income 883 902 -2% 801 10% Material Cost 353 331 7% 314 12% Other Costs 425 450 -6% 384^ 11% Total Operating Expenses 778 781 0% 698 12% EBITDA 105 121 -13% 103^ 1% EBITDA Margin (%) 11
Slide 20: Consolidated – Adjusted PAT, EPS & Exceptional Items - Summary
Consolidated – Adjusted PAT, EPS & Exceptional Items - Summary Figures in ₹ crores except EPS PAT E PS Particulars Q3 FY26 Q2 FY26 Q1 FY26 9M FY 26 Particulars Q3 FY26 Q2 FY26 Q1 FY26 9M FY 26 Reported PAT - 8.9 39.4 10.2 40.6 Reported PAT % - 1.0% 4.4% 1.3% 1.6% Reported EPS - 1.78 9.22 2.48 9.92 i
Slide 21: Standalone Financial Summary
Standalone Financial Summary Figures in ₹ crores Particulars Q3 FY26 Q2 FY26 Q- O- Q Q3 FY25 Y- O- Y Operational Income 242 272 -11% 238 2% Material Cost 115 129 -11% 121 -5% Other Costs 93 104 -10% 80^ 17% Total Operating Expenses 209 233 -10% 201 4% EBITDA 34 39 -14% 37^ -8% EBITDA Margin (%) 13.8
Slide 22: Standalone – Adjusted PAT, EPS & Exceptional Items - Summary
Standalone – Adjusted PAT, EPS & Exceptional Items - Summary Figures in ₹ crores except EPS PAT E PS Particulars Q3 FY26 Q2 FY26 Q1 FY26 9M FY26 Q3 FY26 Q2 FY26 Q1 FY26 9M FY26 Particulars Reported PAT 5.9 20.3 16.7 42.9 Reported PAT % 2.4% 7.5% 7.2% 5.8% Reported EPS 1.31 4.52 3.71 9.54 11.9% 12.7%
Slide 23: Thank You
Rooted in Strength Aligned for Tomorrow Thank You Investor Relations Contact Raveen Kanabar Anuj Sonpal GMM Pfaudler Limited Valorem Advisors T : +91 22 6650 3900 T : +91 22 4903 9500 E : investorrelations@gmmpfaudler .com E : gmmpfaudler@valoremadvisors .com www.gmmpfaudler.com