ALFA Finder| Revenue growth | ₹535.48cr FY26 vs ₹562.36cr FY25 (-4.78%) |
|---|---|
| Margins | EBITDA margins expanded 702 bps sequentially to 15.6% in Q4. |
| Demand visibility | Signs of demand bottoming out; revival seen in US markets. |
| Management confidence | High confidence in sustaining Q4 margin levels and growth momentum. |
Growth
Q4FY26 revenue at ₹144cr (+19.4% QoQ); PAT at ₹10.82cr (+57.5% YoY). Full year FY26 revenue was ₹535.48cr.
Outlook
Targeting ₹1000cr revenue in 3-5 years. Planning small ₹10-15cr AZO expansion; targeting 15-16% API EBITDA margins.
Risks
Geopolitical volatility, elevated raw material costs, and aggressive Chinese competition in AZO segments remain key challenges.
Last quarter's promises, checked
Delivered
- EBITDA margins 10-11% for API → delivered 15.6% Q4 (= BEAT)
- Deleverage debt below 0.5 DE ratio → delivered debt reduction from peak (= BEAT)
- AZO EBITDA positivity → delivered full-year EBITDA positive (= BEAT)
Partly delivered
- CEP Certification by year-end FY26 → delayed to FY27 (= PARTIAL)
Missed
- Top line growth 15% (₹650cr target) → delivered ₹535.48cr (-4.78% YoY) (= MISS)
Earnings Call filed with BSE, NSE: ASAHISONG. Summary written with AI assistance from 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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