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Investor Presentation

ASM Technologies Investor Presentation: Key Takeaways

ASM Technologies reports strong Q1 FY27 results with revenue up 62% YoY. Strategy focuses on AI-powered design-led manufacturing and capacity expansion through a ₹510 Cr. Karnataka investment.

Highlights
Revenue growth62% YoY in Q1 FY27
MarginsEBITDA margin expanded to 23.2% from 20.9% YoY.
Demand visibilityStrong adoption of automation and AI across served industries.
Management confidenceHigh, citing continued efforts and customer confidence.

Growth

Revenue reached ₹199 Cr (+62% YoY); EBITDA at ₹46 Cr (+80% YoY); PAT at ₹27 Cr (+72% YoY).

Outlook

MoU signed for ₹510 Cr investment in Karnataka ESDM sector; establishing new facilities in Dabaspet and Sriperumbudur.

Risks

Industry competition and macroeconomic uncertainties in international markets mentioned as standard risk factors.

Last quarter's promises, checked

Delivered

  • Guided 18-24 month visibility → sustained momentum in Q1 FY27 (= BEAT)
  • Guided DLM/ER&D mix 60:40 → delivered 73.6% DLM (= BEAT)
  • Guided 80-85% capacity utilization → expansion via Karnataka MoU (= BEAT)

Partly delivered

  • Guided FY26 Capex ₹30-35 Cr → Current ₹510 Cr MoU is multi-year (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: ASMTEC. Summary written with AI assistance from the document.

Read the document ↗

ASM Technologies Ltd: key numbers

Share price
₹7,004.20
Market cap
₹10,218 Cr
Revenue (annual)
₹528.5 Cr
Net profit (annual)
₹60.76 Cr
P/E (TTM)
141.9×Sector 22.1×
Promoter holding
57.65%-0.31% QoQ
FII holding
0.49%Current quarter

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

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ASM Technologies Limited has issued a notice for an Extraordinary General Meeting (EGM) to be held on October 4, 2026, to address a preferential share issue.

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ASM Technologies Capital Structure Change

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ASM Technologies Board Meeting Date

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