ALFA Finder| Revenue guidance | 26.0% → 30.0% Raised by 4.0 percentage points |
|---|---|
| Management target | Revenue 30.0% FY27 |
| Revenue growth | Q2 +37.4% YoY, +8.5% QoQ; H1 +43.1%; decelerating. |
|---|---|
| Margins | Group EBITDA 12.6% vs 10.1% YoY; India plant 17.1%, US drags. |
| Order book | ~4.5x quarterly revenue; 14-month average execution; peers N/A. |
| Demand visibility | Order book ₹2,367 Cr (+27.1% YoY), plus ₹1,275 Cr long-term contracts. |
| Management confidence | Over-optimistic; 'confident', 'on track' repeated; quantification avoided. |
Growth
Revenue +37.4% YoY, +8.5% QoQ, slowing from H1's 43%. EBITDA margin 12.6% vs 10.1%; PAT +59.5%.
Outlook
FY27 revenue growth guided ~30%, raised from 26–30%; FY26–FY29 revenue doubling reiterated; warrants up to ₹425 Cr to Zolna.
Risks
Operating cash flow -₹22 Cr in Q2; net debt rising on inventory build; semicap 10% revenue target undated; top-10 customers 64%.
Earnings Call Transcript filed with BSE, NSE: AVALON. Summary written with AI assistance from the document.
Avalon Technologies Ltd: key numbers
- Share price
- ₹2,038.30
- Market cap
- ₹13,636 Cr
- Revenue (annual)
- ₹1,603 Cr
- Net profit (annual)
- ₹113.0 Cr
- P/E (TTM)
- 91.8×Sector 52.1×
- Promoter holding
- 40.35%-4.04% QoQ
- FII holding
- 11.13%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Avalon Technologies Ltd
All →Avalon Technologies Acquisition Worth ₹11 Cr
Avalon Technologies acquires a stake in Revos Auto Tech Pte. Ltd. for ₹11 Crore via Convertible Notes. The investment targets the EV charging infrastructure segment.
- Value
- ₹11.00 Cr
- Execution
- 12 weeks
Avalon Technologies Debt & Borrowing: ₹50.5 Cr
Avalon Technologies guaranteed ₹50.5 Crore of HDFC Bank credit facilities for its wholly owned subsidiary. The guarantee has no impact beyond the consolidated subsidiary.
- Value
- ₹50.50 Cr
Avalon Technologies Debt & Borrowing: ₹55 Cr
Avalon Technologies gave a corporate guarantee up to ₹55 Crore for its wholly owned subsidiary's bank facilities. The guarantee carries no impact beyond the consolidated subsidiary.
- Value
- ₹55.00 Cr
Avalon Technologies Promoter Reclassification
Avalon Technologies' board approved reclassifying promoter Bhaskar Srinivasan and his trusts, holding 9.42%, to the public category. Approval is subject to Regulation 31A requirements and regulatory approvals.
Avalon Technologies Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 525 Cr (+37.4% YoY), EBITDA INR 66 Cr (12.6% margin), PAT INR 40 Cr (+59.5%). H1 revenue INR 1,010 Cr (+43.1%), PAT INR 75 Cr.
Avalon Technologies Results Update
Avalon Technologies released its Q2 and H1 FY27 results press release, showing strong year-on-year growth. It also flagged a Zollner joint venture and a warrant issue.