ASM Technologies Ltd · BSE:ASMTEC
ASM Technologies — Q2 FY27 Earnings Presentation
30 slides from ASM Technologies's earnings presentation, Nov 9, 2026
Slide 1: BSE Regulation 30 filing cover letter
Date: 9th November 2026 To, BSE Limited Department of Corporate Services Phiroze Jeejeebhoy Towers, 25th Floor, Dalal Street, Mumbai - 400 001 Dear Sir/Madam, Sub: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Pursuant to Regulation 30 of the SEBI (Lis
Slide 2: Investor Presentation Q2 FY27 November 2026
INVESTOR PRESENTATION | Q2 FY27 | NOVEMBER 2026
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by ASM Technologies Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any secu
Slide 4: Index
Index 01 Q2 & H1 FY27 Financial Highlights 02 Company Overview 03 Industry & Key Offerings 04 Historical Consolidated Financials 3
Slide 5: Q2 & H1 FY27 Financials
pSASM rife TECHNOLOGIES’ Q2 & H1 FY27 Financials
Slide 6: From the MDs Desk
From the MDs Desk Mr. Rabindra Srikantan Managing Director "Q2 FY27 was another quarter of strong, broad-based growth for ASM. Revenue from operations stood at ₹ 268 Cr, up 74% YoY, with EBITDA of ₹ 59 Cr at a margin of 22% and Profit After Tax of ₹ 31 Cr. For H1 FY27, revenue grew 68% YoY to ₹ 467
Slide 7: Q2 & H1 FY27 Financial Highlights
Q2 & H1 FY27 Financial Highlights Total Revenue (₹ Cr.) EBITDA (₹ Cr.) PAT (₹ Cr.) Segment Wise Geography Wise 19.7% 22.0% 12.4% 11.4% +74% +93% +60% 25.2% Q2 FY27 31.6% 268 59 31 155 19 31 68.4% 74.8% DLM ER&D Domestic Exports Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Total Revenue (₹ Cr.) EBITDA (
Slide 8: Consolidated Profit & Loss Statement – Q2 & H1 FY27
Consolidated Profit & Loss Statement – Q2 & FY26 Particulars (₹ Cr.) Q2 FY27 Q2 FY26 Y-o-Y H1 FY27 H1 FY26 Y-o-Y Revenue from Operations 268.4 154.5 74% 467.2 277.4 68% Cost of Goods Sold 111.0 52.3 180.1 80.0 Employee Cost 70.8 52.6 130.9 101.4 Other Expenses 27.5 19.2 51.0 39.7 EBITDA 59.0 30.5 94
Slide 9: Consolidated Balance Sheet – September 2026
Consolidated Balance Sheet – September 2026 Equity & Liabilities (in Rs. Crs) Sep-26 Mar-26 Assets (in Rs. Crs) Sep-26 Mar-26 Total Equity 353.5 307.0 Non - Current Assets 286.0 204.8 Property, plant and equipment 104.0 93.0 Share Capital 14.6 14.6 Goodwill 80.6 12.2 Other Equity 338.9 292.5 Intangi
Slide 10: Consolidated Cash Flow
Consolidated Cash Flow – FY26 Particulars (Rs. Crs) Sep-26 Sep-25 Net Profit Before Tax 87.3 47.7 Adjustments for: Non -Cash Items / Other Investment or Financial Items 18.1 8.9 Operating profit before working capital changes 105.4 56.6 Changes in working capital -129.5 5.2 Cash generated from Opera
Slide 11: Company Overview
pSASM rife TECHNOLOGIES’ Company Overview
Slide 12: ASM Technologies: 30+ Years of Engineering Innovation
ASM Technologies: 30+ Years of Engineering Innovation End-to-end ER&D and design-led manufacturing – from design to manufacturing service Presence in key markets like USA, Singapore, UK, Canada, Japan, Thailand, Mexico & Vietnam Incorporated in 1992 with over 3 decades of experience 7 Manufacturing
Slide 13: Strategic Partnerships
Strategic Partnerships Myelin Foundry Private Limited Asmaitha Wireless Technologies Pvt. Ltd. INR 48 Crs. INR 80 Crs. Proposed Investments Proposed Investments Industry Industry Design Led Manufacturing Design Led Manufacturing Percentage Holding Percentage Holding 20% 51% Strategic Rationa
Slide 14: Expanding Global Footprint – Vietnam
Expanding Global Footprint – Vietnam Registered a wholly owned 5,247,800,000 VND Support the customers in the areas of subsidiary in Vietnam, named Proposed Initial Capital Engineering Design led contribution: Manufacturing ASM Technologies VIET NAM CO. Ltd. in January 2026 Strategic Rationale ASM
Slide 15: Advanced AI/ML Capabilities
Advanced AI/ML Capabilities INTELLIGENT AI FOR NEXT-GEN PERFORMANCE Increase Yield & Throughput AI Assistant AI-Based Parameter Tuning MLOps for Industrial AI Predictive maintenance 14
Slide 16: Presence across Key Global Markets
Presence across Key Global Markets Note : Map not to scale 9 Development Centres | 7 Manufacturing Facilities | 10 Offices 15
Slide 17: Our Manufacturing & Design Facilities
Our Manufacturing & Design Facilities Manufacturing Facilities 7 Manufacturing Facilities Design Facilities 9 Development Centres 9 Development Centres | 7 Manufacturing Facilities | 10 Offices We have secured a 10 acre land in Karnataka for setting up State-of-the-Art Facility. The agreement is in
Slide 18: Well placed to seize Industrial Tailwinds (1/2)
Well placed to seize Industrial Tailwinds (1/2) ASM Technologies Limited signs MoU with the Government of Karnataka, to invest ₹ 510 cr. for ESDM sector Strategic Investment New Infrastructure Employment Growth Industry Leadership Total Investments of Two cutting-edge facilities in Multiple high-val
Slide 19: Board of Directors
Board of Directors Mr. M. Lakshminarayan Independent Director Mr. Shekar Viswanathan Non-Independent, Mr. M R Vikram Mr. Rabindra Srikantan Non-Executive Director Chairman & Non-Independent Director, Managing Director Non-Executive Director Rabindra Srikantan holds dual MS degrees in Computer He
Slide 20: 19th CII National Competitiveness & Cluster Summit 2026
19th CII National Competitiveness & Cluster Summit 2026 ASM presented the case study on “AI Assistant for Intelligent Manufacturing & Shopfloor Decision Support" Visit our LinkedIn Page - Click Here 19
Slide 21: 15th VDMA Mechanical Engineering Summit
15th VDMA Mechanical Engineering Summit Discussions on AI-powered Design-Led Manufacturing, precision manufacturing, and Industrial AI Visit our LinkedIn Page - Click Here 20
Slide 22: Indian Defence Manufacturing Conclave 2026
Indian Defence Manufacturing Conclave 2026 Showcased precision engineering and advanced manufacturing capabilities, highlighting opportunities in defence localisation and supply chain resilience Visit our LinkedIn Page - Click Here 21
Slide 23: SEMICON India 2026
SEMICON India 2026 ASM Technologies participated in SEMICON India 2026, showcasing its AI-powered Design-Led Manufacturing, precision engineering and Industrial AI capabilities Visit our LinkedIn Page - Click Here 22
Slide 24: ASM HHV Engineering Pvt Ltd - Inauguration
ASM HHV Engineering Pvt Ltd - Inauguration Inauguration of the new ASM HHV Engineering Pvt Ltd manufacturing facility. This significant milestone strengthens our commitment to design-led manufacturing, precision engineering, and advanced manufacturing. Visit our LinkedIn Page - Click Here 23
Slide 25: Historical Financials
pSASM rife TECHNOLOGIES’ Historical Financials 24
Slide 26: Historical Financials
Historical Financials Revenue (₹ Cr.) EBITDA (₹ Cr.) PAT (₹ Cr.) 11.0% 9.5% 3.0% 16.4% 19.1% 7.2% 3.2% -3.5% 8.7% 11.5% 529 101 61 +28.9% +44.7% +48.1% 289 47 25 220 202 192 14 21 21 7 6 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 -7 FY22 FY23 FY24 FY25 FY26 ROCE (%) ROE (%) 21.9% 25.7% 20.2%
Slide 27: Historical Consolidated Profit & Loss Statement
Historical Consolidated Profit & Loss Statement Profit and Loss (In ₹ Cr.) FY26 FY25 FY24 FY23 FY22 Revenue from Operations 528.5 288.8 201.6 220.4 191.6 Cost of Goods Sold 124.6 45.4 22.9 26.0 9.7 Employee Cost 213.7 152.6 139.1 138.9 127.1 Other Expenses 89.1 43.6 33.6 34.4 33.9 EBITDA 101.1 47.3
Slide 28: Historical Consolidated Balance Sheet
Historical Consolidated Balance Sheet Equity & Liabilities (in ₹ Cr.) Mar-26 Mar-25 Mar-24 Mar-23 Mar-22 Assets (in ₹ Cr.) Mar-26 Mar-25 Mar-24 Mar-23 Mar-22 Total Equity 307.0 165.1 136.0 69.1 65.5 Non - Current Assets 204.8 109.0 94.3 83.4 54.2 Property, plant and equipment 93.0 47.4 32.3 31.3 19.
Slide 29: Consolidated Cashflow Statement
Consolidated Cashflow Statement Particulars (In ₹ Cr.) Mar-26 Mar-25 Mar-24 Mar-23 Mar-22 Net Profit Before Tax 84.7 34.2 -10.4 11.6 17.9 Adjustments for: Non -Cash Items / Other Investment or Financial Items 18.0 16.6 19.5 13.3 7.1 Operating profit before working capital changes 102.7 50.8 9.1 24.9
Slide 30: Thank You!
Thank You! Company: ASM Technologies Limited CIN: L85110KA1992PLC013421 Ms. Vanishree Kulkarni compliance.officer@asmltd.com Investor Relations: Strategic Growth Advisors (SGA) CIN: U74140MH2010PTC204285 Mr. Deven Dhruva / Mr. Sumit Kinikar deven.dhruva@sgapl.net / sumit.kinikar@sgapl.net Tel: +91 8