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Earnings Call

Asahi Songwon Colors Earnings Call: Key Takeaways

Asahi Songwon reported strong Q4FY26 results with 15.6% EBITDA margins. Management transitioned leadership to Arjun Jaykrishna, focusing on consolidating recent capex and achieving ₹1000cr revenue in the next few years.

Why this was an Alfa AlertNot a filter event. Financials were strong but did not exceed prior management guidance by 10%+, nor was FY27 guidance >50%.
Highlights
Revenue growthQ4 revenue grew 19.4% sequentially to ₹144cr.
MarginsEBITDA margins expanded 407 bps YoY to 15.6%.
Demand visibilityImproving; US demand reviving following tariff reductions.
Management confidenceHigh; confident in sustaining Q4 performance levels into Q1FY27.

Growth

Q4FY26 revenue rose 19.4% QoQ to ₹144cr; PAT grew 57% YoY. Full-year FY26 revenue slightly declined to ₹535.48cr.

Outlook

Targeting 13% margins in AZO and 15-16% in API. Small ₹10-15cr capex planned for AZO debottlenecking.

Risks

Geopolitical volatility, elevated raw material costs, and aggressive Chinese competition in AZO and API segments.

Source

Earnings Call filed with NSE, NSE: ASAHISONG. Summary written with AI assistance from the document.

Read the document ↗

Asahi Songwon Colors Ltd: key numbers

Share price
₹368.75
Market cap
₹434.7 Cr
Revenue (annual)
₹535.5 Cr
Net profit (annual)
₹18.77 Cr
P/E (TTM)
12.5×Sector 35.5×
Promoter holding
67.08%+0.08% QoQ
FII holding
0.24%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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