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ASM Technologies reported a strong Q3FY26 with revenue up 79% YoY to ₹116 crore and PAT up 79% to ₹9 crore, though EBITDA margin slipped to 16.9% from 18.4% YoY. For 9M FY26, revenue surged 126% to ₹393 crore, EBITDA jumped 246% to ₹76 crore, and PAT climbed 331% to ₹44 crore, with margins expanding sharply to 19.3%. The Design-Led Manufacturing (DLM) segment now contributes 53% of revenue, with the balance from ER&D, and 80% of business remains domestic. The company commissioned two new manufacturing facilities in Bengaluru, incorporated a wholly-owned subsidiary in Vietnam, and completed land allotment under its ₹510 crore MoU with the Karnataka government. Management noted healthy enquiry momentum and a strong order book providing revenue visibility into year-end.
The triple-digit revenue and PAT growth on a 9-month basis signals robust business momentum, which is positive for shareholders. Capacity expansion, the Vietnam entry, and government-backed investments in Karnataka and Tamil Nadu strengthen the long-term growth runway, though Q3 standalone margin compression is a point worth monitoring.