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GMM Pfaudler Ltd. Earnings Release 2021

Aug 12, 2021

61612_rns_2021-08-12_10535f0b-3b84-413e-9d74-65ea6e0d7cee.pdf

Earnings Release

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BSE: 505255 | NSE: GMMPFAUDLR | CIN: L29199GJ1962PLC001171 | ISIN: INE541A01023 | SECTOR: ENGINEERING - HEAVY

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Quarterly Earnings Release | Q1 FY22

Mumbai, August 12, 2021: GMM Pfaudler Ltd (“GMMP”) announces its first quarter results for the period ended June 30, 2021 with a revenue growth of 257%, EBITDA growth of 200% and PAT growth of 58% over the same period last year. These results are of GMMP after excluding the purchase price allocation impact in Pfaudler International (“PFI”), as these are non-cash accounting adjustments.

Financial Performance

Standalone

Revenue up 31% YoY to Rs
1,714 mn
EBITDA increased 80% YoY to
Rs 437 mn
EBITDA increased 80% YoY to
Rs 437 mn
PAT, up 58% YoY, at Rs 258 mn PAT, up 58% YoY, at Rs 258 mn
(in Rs Million) Q1 FY22 Q1 FY21 YoY Growth FY21
Revenue 1,714 1,309 31% 6,408
EBITDA 437 243 80% 1,536
% margin 26% 19% 24%
Profit after tax 258 164 58% 951
% margin 15% 12% 15%
Diluted EPS(Rs) 17.68 11.19 58% 65.06
Consolidated*
Revenue up 257% YoY to Rs
5,517 mn
EBITDA increased 200% YoY to
Rs 825 mn
PAT, up 58% YoY, at Rs 303 mn
(in Rs Million) Q1 FY22 Q1 FY21 YoY Growth FY21
Revenue 5,517 1,544 257% 10,011
EBITDA 825 275 200% 1,843
% margin 15% 18% 18%
Profit after tax 303 192 58% 1,066
% margin 5% 12% 11%

*The above results excludes Purchase Price Allocation (PPA) adjustments (non cash)

Management Comment

Commenting on the Company’s performance for Q1 FY22, Mr. Tarak Patel, Managing Director said “We are pleased to report a strong start to the financial year, our business continues to show considerable resilience across all geographies. Our integration initiatives are progressing well and we have now started seeing the impact of post-merger synergies in our profitability.”

Mr. Patel, added, “Our order intake across all our product lines continues to remain strong while the overall business environment looks encouraging.”

BSE: 505255 | NSE: GMMPFAUDLR | CIN: L29199GJ1962PLC001171 | ISIN: INE541A01023 | SECTOR: ENGINEERING - HEAVY

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Quarterly Earnings Release | Q1 FY22

ANALYSIS TO STATEMENT OF CONSOLIDATED UNAUDITED RESULTS FOR THE QUARTER ENDED JUNE 30, 2021

(in Rs Million) Standalone
Results
Q1 FY21
Standalone
Results
Q1 FY22
International
Q1 FY22
International
Q1 FY22
Inter-Co
Eliminat
ions
Consolidated
Reported Results
Consolidated
Reported Results
Particulars Adjusted
(Note i)
PPA
Impact
(Note ii)
Q1 FY22 Q1 FY21
A B
C
D A+B+C+D
Revenue from
Operations
1,309 1,714 4,089 -286 5,517 1,544
Cost of materials
consumed
390 694 1,657 -190 2,161 492
Changes in inventory 262 -18 -371 465
(Note iii)
-68 8 249
Employee benefits
expense
151 199 1,547 1,746 243
Labour Charges 75 107 32 139 81
Other expenses 188 295 818 -9 1,104 204
EBITDA 243 437 406 -465 -19 359 275
Other Income 22 8 4 12 27
Finance cost 12 32 109 141 12
Depreciation and
amortisation expense
55 78 120 188
(Note iv)
386 59
PBT 198 335 181 -653 -19 -156 231
Taxes 34 77 118 -167
(Note v)
28 39
Profit after tax 164 258 63 -487 -19 -184 192

Notes:

(i) International business includes the standalone performance of Mavag and Pfaudler International (PFI) on operational basis

(ii) PPA stands for Purchase Price Allocation

(iii) Rs 465 million due to fair value adjustment on inventory sold during Q1 FY22 by PFI

(iv) Rs 188 million is amortisation on fair value of acquired intangible assets (mainly Trademarks, Technology, Customer Relationships)

(v) Deferred tax of Rs 167 million on Note (iii) and Note (iv)

BSE: 505255 | NSE: GMMPFAUDLR | CIN: L29199GJ1962PLC001171 | ISIN: INE541A01023 | SECTOR: ENGINEERING - HEAVY

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Quarterly Earnings Release | Q1 FY22

About GMM Pfaudler

GMM Pfaudler (GMMP) is a global and diverse company, employing over 1,500 employees and 13 manufacturing facilities on four continents. GMMP is present in the market with several branded product lines covering a broad portfolio that includes fluoropolymers, filtration & drying, engineered column systems, lab & process glass, sealing technology and glass-lined & alloy systems. Our Systems and Services capabilities allow us to support our customers from the lab to the full-scale production plant, including optimizing and improving the whole life cycle of any process equipment normally used in the chemical, pharmaceutical and food industries.

More information is available at www.gmmpfaudler.com

Contact details

Company Investor Media Mittal Mehta Diwakar Pingle Abhishek Savant Company Secretary, GMM Pfaudler Christensen Investor Relations Veritas Reputation PR Pvt Ltd Tel: +91 22 6650 3900 Tel: +91 22 4215 0210 Tel: +91 8108848822 Email: [email protected] Email: [email protected] Email: [email protected]

Disclaimer:

Certain statements in this document that are not historical facts are forward looking statements. Such forward-looking statements are subject to certain risks and uncertainties like government actions, local, political or economic developments, technological risks, and many other factors that could cause actual results to differ materially from those contemplated by the relevant forwardlooking statements. GMM Pfaudler Limited will not be in any way responsible for any action taken based on such statements and undertakes no obligation to publicly update these forward-looking statements to reflect subsequent events or circumstances.