GMM Pfaudler Ltd.
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ABOUT
KEY POINTS
Revenue Breakup Mar 2026 • Technologies: 58.0% • Services: 29.5% • Systems: 12.5%
AI Sector View
AI GENERATEDCapital Goods
Capital goods is supported by strong public capex and still-expansionary industrial activity. Capital expenditure rose 66% YoY (2026-06), GST collections grew 8% YoY (2026-07), and the core industries Overall Index increased 5.4% YoY (2026-07). E-way bills slowed to 6% YoY (2026-07) and sector FPI flows show INR -9697 crore net outflow over 3 months to 2026-08-31, but the investment cycle and fiscal impulse remain favorable.
PROS
- Latest quarter profit grew 117.7% YoY, showing strong momentum
- Company has consistently been profitable over the last 5 years
- Company has delivered good sales growth of 28.6% CAGR over last 5 years
- Strong cash generation - operating cash flow backs reported profits (CFO/PAT 3.87x)
- Company generates healthy free cash flow
- Company has a consistent dividend-paying track record
CONS
- A large part of profit comes from other income (48.5% of PBT)
- Company has a low return on equity of 9.7% over last 3 years
- Interest coverage is weak at 1.8x - earnings barely cover interest
- Company has delivered a poor profit growth of -4.0% over past five years
- Recurring exceptional / one-off items are inflating headline profit
- Operating margins have contracted to 11.3% from 15.1%
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| BHEL | 430.60 | 61.64 | 149937.65 | 0.33 | 376.71 | 182.70 | 7697.72 | 40.29 | 9.24 | 6.69 |
| INDOMIM | 1018.90 | 94.43 | 50382.66 | 0.58 | 2401.22 | — | 12187.42 | — | 24.48 | 33.36 |
| THERMAX | 3680.25 | 73.91 | 43852.50 | 0.54 | 21.79 | -85.61 | 2302.73 | 7.09 | 15.85 | 2.98 |
| HONAUT | 34514.05 | 55.37 | 30515.68 | 0.32 | 150.70 | 20.95 | 1204.40 | 1.80 | 17.04 | 14.32 |
| JYOTICNC | 987.95 | 69.84 | 22468.26 | 0.00 | 57.14 | -19.99 | 508.47 | 23.97 | 21.34 | 21.40 |
| INOXINDIA | 2245.75 | 80.12 | 20418.91 | 0.09 | 580.72 | 850.16 | 3707.90 | 991.77 | 33.54 | 20.46 |
| AZAD | 2846.00 | 132.25 | 18379.96 | 0.00 | 35.16 | 19.46 | 172.60 | 25.90 | 12.04 | 37.29 |
| TRITURBINE | 569.10 | 53.80 | 18091.60 | 0.75 | 51.10 | -20.65 | 442.70 | 19.23 | 35.95 | 11.59 |
| TEGA | 1731.10 | 615.52 | 13005.36 | 0.12 | -108.25 | -406.36 | 1723.44 | 383.99 | 8.37 | 3.27 |
| LLOYDSENGG | 82.72 | 57.36 | 12830.19 | 0.30 | 68.23 | -77.28 | 527.15 | 142.92 | 17.99 | 15.04 |
| KRN | 1595.75 | 107.75 | 10445.54 | 0.00 | 32.90 | 164.84 | 252.32 | 118.87 | 16.06 | 19.44 |
| GMMPFAUDLR | 1308.65 | 78.95 | 5883.33 | 0.15 | 22.10 | 117.73 | 924.76 | 16.39 | 12.11 | 10.14 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 912 | 937 | 856 | 741 | 785 | 805 | 801 | 807 | 795 | 902 | 884 | 944 | 925 | |
| 782 | 795 | 742 | 651 | 697 | 712 | 706 | 723 | 694 | 781 | 779 | 868 | 894 | |
| Operating Profit | 130 | 142 | 114 | 90 | 89 | 93 | 96 | 83 | 101 | 122 | 105 | 75 | 30 |
| OPM % | 14.27% | 15.15% | 13.30% | 12.12% | 11.27% | 11.61% | 11.96% | 10.32% | 12.71% | 13.47% | 11.88% | 7.96% | 3.29% |
| 9 | 9 | -8 | 11 | 10 | -1 | 26 | -52 | 9 | 9 | -48 | 9 | 10 | |
| Interest | 20 | 22 | 23 | 30 | 25 | 26 | 25 | 27 | 43 | 30 | 34 | 16 | 23 |
| Depreciation | 38 | 36 | 36 | 39 | 35 | 36 | 35 | 38 | 36 | 36 | 37 | 42 | 41 |
| Profit before Tax | 80 | 93 | 47 | 31 | 38 | 30 | 62 | -34 | 32 | 64 | -14 | 26 | 40 |
| Tax % | 37.59% | 27.44% | 40.22% | 18.48% | 43.17% | 49.72% | 35.09% | 18.16% | 67.89% | 38.67% | 34.15% | 40.63% | 45.02% |
| Net Profit | 0 | 0 | 0 | 0 | 24 | 17 | 40 | -28 | 10 | 39 | -9 | 15 | 22 |
| 11.27 | 15.19 | 6.42 | 6.15 | 5.16 | 3.39 | 9.23 | -6.00 | 2.48 | 9.22 | -1.78 | 3.82 | 5.32 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 353 | 406 | 503 | 591 | 1,001 | 2,541 | 3,178 | 3,446 | 3,199 | 3,524 | 3,654 | |
| 306 | 344 | 426 | 480 | 862 | 2,257 | 2,748 | 2,974 | 2,838 | 3,126 | 3,322 | |
| Operating Profit | 48 | 62 | 77 | 111 | 139 | 284 | 429 | 473 | 361 | 398 | 332 |
| OPM % | 13.46% | 15.30% | 15.27% | 18.80% | 13.86% | 11.16% | 13.51% | 13.71% | 11.29% | 11.30% | 9.09% |
| 6 | 9 | 9 | 6 | -10 | 7 | 30 | 23 | -17 | -16 | -20 | |
| Interest | 1 | 1 | 1 | 3 | 10 | 25 | 67 | 95 | 103 | 123 | 103 |
| Depreciation | 8 | 10 | 11 | 21 | 50 | 133 | 122 | 150 | 144 | 158 | 156 |
| Profit before Tax | 44 | 61 | 73 | 92 | 68 | 133 | 271 | 251 | 96 | 102 | 117 |
| Tax % | 29.36% | 29.64% | 30.97% | 22.92% | 6.63% | 43.50% | 22.39% | 31.96% | 48.92% | 49.18% | 41.82% |
| Net Profit | 31 | 43 | 51 | 71 | 64 | 75 | 210 | 171 | 49 | 52 | 68 |
| EPS | 21.29 | 29.20 | 34.60 | 48.66 | 50.24 | 19.39 | 36.80 | 39.04 | 11.78 | 12.86 | — |
| Dividend Payout % | 18.64% | 13.70% | 13.00% | 10.27% | 9.94% | 10.30% | 5.50% | 5.12% | 16.97% | 15.55% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 28%
- 5 Years:
- 29%
- 3 Years:
- 4%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 11%
- 5 Years:
- -5%
- 3 Years:
- -29%
STOCK PRICE CAGR
- 10 Years:
- —
- 5 Years:
- -3%
- 3 Years:
- -9%
- 1 Year:
- 14%
RETURN ON EQUITY
- 10 Years:
- 18%
- 5 Years:
- 15%
- 3 Years:
- 10%
- Last Year:
- 5%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 3 | 3 | 3 | 3 | 3 | 3 | 9 | 9 | 9 | 9 |
| Minority Interest | 0 | 0 | 0 | 0 | 116 | 141 | 11 | 6 | 7 | 28 |
| 191 | 225 | 266 | 326 | 403 | 524 | 788 | 950 | 1,007 | 1,194 | |
| 0 | 0 | 0 | 29 | 620 | 621 | 932 | 758 | 744 | 1,008 | |
| Trade Payables | 55 | 61 | 64 | 64 | 302 | 391 | 537 | 402 | 376 | 471 |
| 103 | 146 | 132 | 161 | 1,034 | 1,178 | 1,211 | 1,096 | 999 | 1,335 | |
| Total Liabilities | 351 | 434 | 465 | 583 | 2,478 | 2,858 | 3,488 | 3,222 | 3,141 | 4,045 |
| 61 | 71 | 78 | 134 | 1,043 | 1,002 | 1,224 | 1,251 | 1,165 | 1,497 | |
| Capital Work in Progress | 2 | 3 | 5 | 2 | 4 | 13 | 13 | 27 | 12 | 20 |
| 46 | 51 | 48 | 36 | 1 | 0 | 0 | 0 | 0 | 3 | |
| 82 | 96 | 115 | 126 | 576 | 670 | 773 | 625 | 540 | 637 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 433 | 387 | 465 | |
| Cash & Bank | 32 | 67 | 76 | 76 | 292 | 328 | 372 | 344 | 467 | 688 |
| 128 | 148 | 143 | 210 | 561 | 846 | 1,107 | 542 | 570 | 735 | |
| Total Assets | 351 | 434 | 465 | 583 | 2,478 | 2,858 | 3,488 | 3,222 | 3,141 | 4,045 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 36 | 83 | 48 | 51 | 178 | 308 | 259 | 284 | 378 | 389 | |
| Cash from Investing | -21 | -24 | -8 | -50 | -66 | -117 | -311 | -32 | -52 | -154 |
| Cash from Financing | -6 | -8 | -10 | -5 | 105 | -55 | 130 | -244 | -201 | -44 |
| -5 | 35 | 9 | -28 | 196 | 65 | 4 | 8 | 125 | 191 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-02 - GMM Pfaudler Limited has informed the Exchange about Schedule of meet
2026-09-01 - GMM Pfaudler Limited has informed the Exchange about cessation of Senior Management Personnel due to retirement
2026-08-31 - GMM Pfaudler Limited has informed the Exchange about the repayment of Debt
2026-08-28 - GMM Pfaudler Limited has informed the Exchange about Schedule of meet
2026-08-14 - Enclosed please find intimation regarding ESG rating by Crisil ESG Ratings & Analytics Limited
2026-08-13 - GMM Pfaudler Limited has informed the Exchange about Transcript
2026-08-06 - GMM Pfaudler Limited has informed the Exchange about Link of Recording
2026-08-06 - Enclosed please find copy of newspaper publication of Unaudited Financial Results for the quarter ended June 30, 2026.
2026-08-05 - GMM Pfaudler Limited has informed the Exchange about Investor Presentation
News
Recent coverage and analyst commentary for GMMPFAUDLR
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GMM Pfaudler Ltd.
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