What was GSM Foils's revenue in Q4 FY26?

GSM Foils reported revenue of ₹82 Cr in Q4 FY26, a +79.1% change year-over-year.

Did GSM Foils management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

GSM Foils Q4 FY26 Research Workspace: Revenue ₹82 Cr (+79.1%)

Q: What guidance did GSM Foils management give?

FY27 revenue target of ₹400-450 crore: Management expects full-year revenue between ₹400-450 crore, implying ~60-70% growth over FY26 revenue of ~₹260 crore.

Revenue ₹82 Cr +79.1%

EBITDA ₹9 Cr +62.5%

PAT ₹6 Cr +80.6%

EBITDA Margin 11.5% -120bps

Duration 34 min

Read Time 1 min read

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2-Minute Summary

✦ AI-Generated from Full Transcript

GSM Foils delivered a strong Q4 FY26 with revenue of ₹81.7 crore (+79.1% YoY) and PAT of ₹6.3 crore (+80.6% YoY), driven by robust demand in pharmaceutical packaging and ramp-up of the Ahmedabad plant. EBITDA margin contracted 120 bps to 11.5% due to raw material cost pressures from rising aluminium and chemical prices amid geopolitical disruptions. Management guided for FY27 revenue of ₹400-450 crore as Ahmedabad plant reaches optimal utilization, targeting monthly run-rate of ₹60 crore. 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.

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Research workspace

Focused Modules

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Risk Intelligence

Raw material cost volatility

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Quarter Snapshot

Ahmedabad plant utilization 25-30%

N/A

New 10,000 MTPA plant ramping up; target optimal utilization by FY27-end.

Monthly revenue run-rate target ₹60 crore

+107% vs Q4 monthly avg

Combined Vasai (₹25-28 cr) and Ahmedabad (₹30-35 cr) at full capacity.

Receivables ₹94 crore

Elevated vs normal

Temporarily high due to customer payment delays; ₹30-40 cr recovered in April.

Working capital cycle 60-70 days

Stable

Normalized receivables cycle; key competitive advantage in managing credit.

Fast read

Guidance and risk preview

Top guidance FY27 revenue target of ₹400-450 crore

Management expects full-year revenue between ₹400-450 crore, implying ~60-70% growth over FY26 revenue of ~₹260 crore.

Top risk Raw material cost volatility

Rising aluminium and chemical prices due to geopolitical tensions are compressing margins; pass-through may be delayed.