GSM Foils

GSM Foils delivered a strong Q4 FY26 with revenue of ₹81.7 croreCurrent reported value: ₹81.7 crore. No comparable prior figure is available in the source record. (+79.1Current 79.1 crore vs previous available quarter 84 crore.% YoY) and PAT of ₹6.3 croreCurrent reported value: ₹6.3 crore. No comparable prior figure is available in the source record. (+80.6Current reported value: 80.6. No comparable prior figure is available in the source record.% YoY), driven by robust demand in pharmaceutical packaging and ramp-up of the Ahmedabad plant. EBITDA margin contracted 120 bps to 11.5%Current 11.5% vs previous available quarter 11.9%. due to raw material cost pressures from rising aluminium and chemical prices amid geopolitical disruptions. Management guided for FY27 revenue of ₹400-450 croreCurrent reported value: ₹400-450 crore. No comparable prior figure is available in the source record. as Ahmedabad plant reaches optimal utilization, targeting monthly run-rate of ₹60 croreCurrent ₹60 crore. Reported change: +107% vs Q4 monthly avg.. Key risk: working capital strain from extended customer credit cycles, which management acknowledged but expects to normalize. Overall, strong volume growth and capacity expansion support bullish outlook, but margin compression and commodity volatility warrant caution.