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Awaiting price reaction for this filing.
ASM Technologies filed its Q1FY26 investors' presentation with BSE. Revenue from operations surged 133.8% YoY to ₹122.9 crore, driven by strong performance in Design-Led Manufacturing and Engineering R&D segments. EBITDA jumped over 6x to ₹25.7 crore with margins expanding sharply from 7.3% to 20.9%, while profit after tax rose 447% to ₹15.6 crore (margin 12.7% vs 4.8%). EPS for the quarter stood at ₹10.67 versus ₹2.65 a year ago. Management highlighted a ₹510 crore MoU with the Government of Karnataka for new ESDM facilities in Dabaspet and Sriperumbudur, and reiterated focus on operational excellence, cost optimization, and both organic and inorganic growth.
A strong quarter with broad-based growth and significant margin expansion is likely to be viewed positively by investors. The ₹510 crore Karnataka investment plan signals confidence in future capacity-led growth, though execution risks remain. The stock may see positive momentum on the back of the turnaround from the FY24 loss year to robust FY26 profitability.