Investor''s Presentation for the half year and Financial Year ended on 31.03.2025
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Aztec Fluids & Machinery Limited reported FY25 total income of ₹77.01 Cr, up from ₹68.99 Cr in FY24, an ~11.6% growth. FY25 EBITDA rose to ₹11.37 Cr with margin expanding to 14.77% (from 13.01%), while PAT grew to ₹7.36 Cr (margin 9.56% vs 8.89%). H2 FY25 saw revenue of ₹35.61 Cr with EBITDA margin improving 257 bps to 12.50%. Revenue mix is now tilted toward recurring consumables: Inks & Solvents ₹38.45 Cr (51.88%) vs Printers ₹25.99 Cr (35.08%). The company fully integrated Jet Inks (100% acquisition) in 3 months, boosting backward integration and South/East India presence. A new 11,028 sq meter assembly unit operational since August 2024 targets 50 machines/day and 3,000-4,000L ink/day. Management has guided for 20-25% revenue CAGR and EBITDA margin expansion to 15% over the next three years.
Shareholders get visibility on a credible growth roadmap: recurring consumables now drive over half of revenue, the Jet Inks integration should compound margins via backward integration, and the new assembly unit supports scaling. Near-term, however, share price (₹99.5, market cap ~₹135 Cr) is closer to its 52-week low (₹63) than high (₹135), reflecting investor caution on execution of the multi-year targets.