Q1 2025 GMM Pfaudler Ltd Earnings Call Transcript
Key Points
- Order intake improved significantly this quarter, reaching INR882 crores, the highest in the last eight quarters.
- Order backlog increased by 5% to INR1,777 crores, indicating strong future revenue potential.
- Diversification strategy has helped mitigate the slowdown in the chemical sector by focusing on new markets and industry segments.
- Participation in major trade shows like ACHEMA and the inauguration of the GMM Pfaudler JDS facility in the USA are expected to boost brand visibility and business opportunities.
- The company is planning to launch a three-year strategic plan to highlight growth opportunities across platforms and regions.
- The business environment remains challenging, mainly driven by a slowdown in the chemical and agrochemical sectors.
- Margins have been under pressure, with consolidated EBITDA margins down to 11.3%, partly due to lower volumes and higher competitive intensity.
- The chemical and agrochemical sectors are expected to remain weak for the next six to nine months, impacting revenue and profitability.
- Cost absorption issues due to lower factory utilization rates have negatively affected margins.
- Despite strong order intake, the new orders are yet to be executed, meaning the improved margin profile has not yet flowed through to the P&L.
Ladies and gentlemen, good day, and welcome to Q1 FY25 conference call of GMM Pfaudler Limited. (Operator Instructions).
I now hand the conference over to Mr. Dhaval Rajput. Thank you, and over to you, sir.
Thank you, Yusuf. Good evening, ladies and gentlemen. A very warm welcome to all of you into the Q1 FY25 earnings call of GMM Pfaudler Limited. The earning presentation was uploaded on the stock exchanges today and is also available on our website. Hope, all of you had a chance to go through it.
From the management we have with us our Managing Director, Mr. Tarak Patel; Our CEO of International Business, Mr. Thomas Kehl; Our CEO of India Business, Mr. Aseem Joshi; our CFO of International Business, Mr. Alexander Pompner; our CFO of India Business, Mr. Manish Poddar; our Executive Vice President Sales Internationally, Mr. Vincent Leroux; and our Compliance Officer, Ms. Mittal Mehta.
We will give you a brief overview of the performance of the company, after which we will get into
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