ASM Technologies Q1 FY27: Strong Growth With Margins Holding Up

Q1 FY27 revenue from operations was 198.8 crore, EBITDA was 46.2 crore and profit after tax was 26.8 crore, as per the consolidated P&L table in the presentation.

Q1 FY27 revenue grew 62% year-on-year, EBITDA grew 80% and PAT grew 72% versus Q1 FY26, as presented in the financial highlights and P&L table.

The presentation shows Q1 FY27 revenue mix of 73.6% from Design-Led Manufacturing (DLM) and 26.4% from Engineering R&D (ER&D).

The presentation shows Q1 FY27 revenue mix of 87.2% domestic and 12.8% exports.

The presentation states ASM Technologies signed an MoU with the Government of Karnataka proposing to invest 510 crore to expand ESDM-related design-led manufacturing and precision engineering capacity, including two facilities at Dabaspet and Srirampudur and a planned 10-acre facility.

The presentation highlights proposed investments of 48 crore for a 20% holding in Myelin Foundry Private Limited and 80 crore for a 51% holding in Asmitha Wireless Technologies Pvt. Ltd.

Revenue increased from 191.6 crore in FY22 to 528.5 crore in FY26; EBITDA increased from 21.0 crore to 101.1 crore; PAT increased from 13.9 crore to 60.8 crore, per the historical consolidated P&L table.