| Revenue guidance | 15.0% → 18.0% Raised by 3.0 percentage points |
|---|---|
| Management target | Revenue 18.0% FY27 |
| Revenue growth | 52.1% reported growth; 25.3% growth excluding raw material price pass-through. |
|---|---|
| Margins | EBITDA margin at 12% impacted by denominator effect from alloy prices. |
| Order book | Confirmed alloy wheel orders of 70-90cr (FY27) and 250cr (FY28). |
| Demand visibility | Strong domestic two-wheeler demand and favorable monsoon supporting rural recovery. |
| Management confidence | Highly optimistic, revising growth guidance upwards to high-teens for the year. |
Growth
Net revenue grew 25.3% excluding pass-through impacts; PAT rose 28.8% to 85 crore.
Outlook
Revenue guidance raised to high-teens for FY27; Capex increased to 700 crore for South India expansion.
Risks
EBITDA margin percentage suppressed by raw material pass-through; high debt levels from rapid capacity expansion.
Last quarter's promises, checked
Delivered
- Guided wheel assembly revenue nil from Apr 1 → delivered nil (= BEAT)
- Guided mid-teens revenue growth for FY27 → delivered 25.3% net growth (= BEAT)
- Guided alloy wheel supply start in H2 → delivered on track with Japanese customer (= BEAT)
Partly delivered
- Guided 400cr FY27 Capex → delivered 700cr (Significant upward revision) (= PARTIAL)
Missed
- Guided 13.1% EBITDA margin maintenance → delivered 12.0% (= MISS)
Earnings Call Transcript filed with NSE, NSE: ASKAUTOLTD. Summary written with AI assistance from the document.
ASK Automotive Ltd: key numbers
- Share price
- ₹647.60
- Market cap
- ₹12,767 Cr
- Revenue (annual)
- ₹4,176 Cr
- Net profit (annual)
- ₹297.3 Cr
- P/E (TTM)
- 37.8×Sector 32.5×
- Promoter holding
- 74.95%+0.00% QoQ
- FII holding
- 9.91%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from ASK Automotive Ltd
All →ASK Automotive Earnings Call Transcript: Key Takeaways
Headline consolidated revenue rose 47.5% in Q2, but net revenue excluding alloy pass-through grew 29.5%; PAT ₹102 Cr, +27.3%. Management is upbeat and deflects margin dilution from aluminium prices to absolute EBITDA growth.
ASK Automotive Investor Presentation: Key Takeaways
Q2 FY27 consolidated total income Rs 1561 Cr (+47.5%), PAT Rs 102 Cr (+27.3%), EBITDA margin 11.8% diluted by alloy pass-through. HPDC alloy wheel supply started.
ASK Automotive Results Update
ASK Automotive reported record Q2 FY27 revenue, EBITDA and PAT, with revenue up 47.5%. Results cover the quarter and half year ended September 30, 2026.
- captive solar capacity
- 11.55 MW
ASK Automotive Q2 FY27 Results: Net Profit ₹101.6 Cr, Up 27.3% YoY
ASK Automotive Ltd reported revenue from operations of ₹1,555 Cr (+47.6% YoY) and net profit of ₹101.6 Cr (+27.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹101.6 Cr · +27.3% YoY
ASK Automotive Board Meeting Date
ASK Automotive Limited will hold a board meeting on November 03, 2026. The board will consider and approve unaudited financial results for the quarter ended September 30, 2026.
ASK Automotive Management Change
ASK Automotive appointed Mr. Krishan Swaroop Malik as President – ALPS Division and Senior Management Personnel effective October 12, 2026. He brings 35 years of automotive industry experience.