Asahi Songwon Colors Limited has informed the Exchange about Presentation
ASAHISONG · price
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Asahi Songwon Colors submitted its Q4FY26 investor presentation. The company, a leading manufacturer of phthalocyanine (blue) pigments with growing presence in AZO pigments and APIs, reported Q4FY26 revenue of ₹147.54 crore (down 5.7% YoY but up 19.4% sequentially). EBITDA jumped 30.2% YoY to ₹23.02 crore with margins expanding to 15.6% from 11.5% in Q4FY25. PAT rose 57.5% YoY to ₹10.82 crore. For full year FY26, revenue was ₹535.48 crore (down 4.8% YoY) with EBITDA of ₹56.53 crore and PAT of ₹17.78 crore. Export revenue constitutes 69% of total sales. Management highlighted stronger phthalocyanine pigment demand and improved realizations amid geopolitical volatility, while the API business faced raw material price pressures but achieved EBITDA positivity for the full year. The Azo and API businesses also reached cash break-even status.
Q4FY26 showed strong margin improvement driven by operational efficiencies and better realizations in the core pigment business. The company maintaining EBITDA positivity in newer segments (Azo, API) signals these diversification efforts are gaining traction. Export-heavy revenue model (69%) provides growth visibility but also exposure to geopolitical and currency risks.