Admach Systems Limited has informed the Exchange regarding the submission of transcript and audio recording link of the Analyst/Investor Conference Call on the financial results and operations ....
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Awaiting price reaction for this filing.
Admach Systems submitted the transcript of its first post-listing earnings call (held Jan 27, 2026) covering H1 FY'26 results. Management reaffirmed FY'26 revenue guidance of INR70-80 crores and indicated FY'27 revenue should exceed INR100 crores. Current cumulative order book is ~INR76.95 crores, with quotations worth ~INR200 crores already submitted and the company expecting to win over 50% of them. An INR15 crore capex on CNC machines (expected live in 7-8 months) is being done for backward integration, which management said will improve EBITDA margin (currently ~23.4%) and PAT margin (currently ~15%, expected to rise 2-3%) while cutting execution time by 30-60 days per order. The company is also working with 6 European partners, exports to 27 countries, and sees tailwinds from the China-plus-one strategy and EU-India trade integration.
Multi-year revenue visibility and explicit margin improvement guidance are positives, but investors should track the actual ramp-up of in-house CNC facilities over the next 7-8 months and the conversion of the large INR200 crores quotation pipeline into firm orders before drawing strong conclusions.