HDFC Mutual Fund Boosts Stake in GMM Pfaudler to 9.55%

HDFC Mutual Fund has significantly increased its shareholding in GMM Pfaudler Limited, a move that has caught the attention of market observers. The fund's stake in the company has risen by 2.03 percentage points through open market purchases.

Key Details of the Stake Increase

Aspect	Before	After
Shareholding Percentage	7.52%	9.55%
Date of Holding	September 26, 2024	November 7, 2025
Number of Shares Held	33,79,032	42,92,197
Shares Acquired	-	9,13,165

Transaction Insights

The substantial acquisition by HDFC Mutual Fund involved the purchase of 9,13,165 shares of GMM Pfaudler. This move has elevated the fund's total holdings in the company to 42,92,197 shares, representing a notable increase in its investment position.

Company Share Capital Structure

GMM Pfaudler's capital structure, as disclosed, consists of:

Total paid-up equity share capital: Rs. 8,99,14,448
Number of equity shares: 4,49,57,224
Face value per share: Rs. 2

Regulatory Compliance

The disclosure of this substantial acquisition was made in compliance with the Securities and Exchange Board of India (SEBI) regulations. These regulations require the reporting of significant changes in shareholding patterns, ensuring transparency in the market and keeping investors informed of major stake changes in listed companies.

This increase in HDFC Mutual Fund's stake in GMM Pfaudler may be seen as a significant development for the company. However, investors are advised to conduct their own research and consider various factors before making investment decisions based on such shareholding changes.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
-1.38%	-5.61%	-7.36%	-1.64%	-7.02%	-11.44%

GMM Pfaudler Limited, a leading manufacturer of engineered equipment for the chemical and pharmaceutical industries, has announced plans to boost its order backlog by 15-20% in the upcoming fiscal year FY27 compared to the current year. This strategic target was revealed during a recent conference call update, signaling the company's confidence in future growth prospects.

Q2 FY26 Performance

The announcement comes following GMM Pfaudler's performance in the second quarter of fiscal year 2026. Key financial highlights for Q2 FY26 include:

Metric	Value	Change
Revenue	₹902.34 crore	Up 14% QoQ, 12% YoY
EBITDA	₹122.00 crore	Margin of 13.5%
Profit After Tax (PAT)	₹39.38 crore	-
Earnings Per Share (EPS)	₹9.22	-

Order Book Status

As of Q2 FY26, GMM Pfaudler reported:

Metric	Value
Order Intake	₹878.00 crore
Order Backlog	₹2,146.00 crore

The company's current order backlog provides a foundation for its growth targets in the coming fiscal year.

Strategic Acquisition

GMM Pfaudler has completed the acquisition of SEMCO Tecnologia em Processos Ltda. in Brazil, consolidated from Q2 FY26. This move is expected to enhance the company's capabilities in the Mining, Metals & Minerals, and Water Treatment markets in South America.

Market Outlook

While GMM Pfaudler remains optimistic about its growth prospects, the company acknowledges challenges in the global chemical market. The management notes that overcapacity, geopolitical issues, and trade uncertainties may continue to impact the sector.

Dividend Announcement

GMM Pfaudler's Board of Directors has declared an interim dividend of ₹1 per share for FY26, with the record date set for November 17, 2025.

As the company sets its sights on expanding its order backlog, investors and industry observers will be watching GMM Pfaudler's performance in the coming quarters. The growth target reflects the company's confidence in its strategic initiatives and market position, despite the challenging global economic environment.