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CONCALLS: post #10138 — TG.ME

CONCALLS@Concalls3 · 10.1K subscribers Open in TelegramOpen

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September 4, 2026 502

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GMM PFAUDLER | MULTIPLE GROWTH CATALYSTS + MARGIN EXPANSION 1. HET — ORDER SURGE - Q1 FY27 order intake: ₹58 Cr, up >700% YoY. - EIL approvals received for Duplex, Super Duplex and air-cooled heat exchangers. - Vatva facility can potentially generate ₹700–800 Cr revenue with limited additional investment. - FY26 revenue was ~₹300 Cr, creating significant operating leverage. 2. EDLON — SEMICONDUCTOR GROWTH - Fluoropolymer business has scaled from US$10 Mn to US$25 Mn. - Won a US$8–9 Mn order in Q4 FY26. - New site being established to capture semiconductor-driven demand. - Business is high-margin and booked out for the year. - Also supplies PTFE-lined glove boxes to the US nuclear industry. 3. POLAND — LOW-COST MANUFACTURING HUB - Poland facility, GMM Inox (51% owned), is operating at full capacity. - Two additional sheds planned. - Revenue expected to nearly double to ~US$10 Mn over 2–3 years. - Dedicated low-cost workshop for Mavag and MIXEL. - New orders are increasingly being outsourced to Poland, supporting cost competitiveness. 4. GERMANY — RESTRUCTURING SAVINGS - German glass-lined facility agreed to reduce headcount by 30. - Phase-I savings expected at ~₹15–17 Cr in FY27. - Total potential savings expected to exceed ₹40 Cr. - Metal fabrication is being shifted toward lower-cost countries. - Further significant downsizing is not currently planned. 5. DEBT REDUCTION - Plans to repay ~€7 Mn debt by end-Q2 FY27. - Group-wide refinancing targeted over 12–18 months. - Objective: reduce interest costs and FX exposure. - Q1 FY27 finance costs already declined 47% YoY to ₹23 Cr. 6. NON-TRADITIONAL INDUSTRIES — HIGHER-VALUE MIX - Defence, nuclear, metals & minerals, oil & gas and semiconductors contributed 43% of FY26 order intake. - Up from 33% in FY25 and 31% in FY24. - These businesses carry higher EBITDA margins than the mature glass-lined segment. - Faster growth in these verticals can structurally improve the group's margin mix. 7. INDIA PHARMA / CDMO RECOVERY - Indian pharma glass-lined demand is improving strongly. - CDMO and peptide investments in Hyderabad are supporting new orders. - Q1 and Q2 FY27 demand outlook for glass-lined equipment is strong. - Indian CDMO market expected to expand significantly, supporting long-term equipment demand. 8. PEPTIDE SYSTEMS — NEW GROWTH VECTOR - Received two large Hyderabad orders for complete peptide-based systems. - Executing a large contract for a peptide manufacturer in South India. - Offers automated turnkey solutions for solid-phase peptide synthesis. - Mavag's Swiss technology strengthens GMM Pfaudler's positioning in peptide manufacturing systems. KEY TAKEAWAY HET scale-up + semiconductor/nuclear demand + restructuring savings + peptide systems could drive both growth and margin expansion. Must JOIN @Stockupdate9 734·Sep 4

Physicswallah Ltd: Q1 FY27 Concall Key Takeaways 879·Sep 4

Park Medi World Ltd: Q1 FY27 Concall Key Takeaways 874·Sep 4

Onemi Technology Solutions Ltd: Q1 FY27 Concall Key Takeaways Swing trading | Positional Trading @Wealthcreator7 883·Sep 4

Omnitech Engineering Ltd: Q1 FY27 Concall Key Takeaways Swing trading | Positional Trading @Wealthcreator7 754·Sep 4

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