Why GSM Foils Margins Jumped 500+ Bps: The Hidden Rerating Trigger
GSM Foils is delivering >80% YoY revenue growth with expanding PAT margins, driven by operating leverage and rising capacity utilization in its blister‑foil business. The combination of structural pharma demand, backward‑integration capex, and clear mid‑single‑digit top‑line guidance upgrades makes it a structural‑growth candidate suitable for rerating.