Slide 1: BSE Regulation 30 filing cover letter
Date: 9th November 2025 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 Q2FY26 November 2025
INVESTOR PRESENTATION | Q2FY26 | NOVEMBER 2025
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 Q2FY26 Financial Highlights 02 Company Overview 03 Industry & Key Offerings 04 Historical Consolidated Financials 3
Slide 5: From the MDs Desk
From the MDs Desk Mr. Rabindra Srikantan Managing Director We delivered another strong quarter, with Revenue from Operations rising 171% YoY to ₹155 Cr, driven by solid growth in both ER&D and Design-Led Manufacturing. EBITDA stood at ₹31 Cr, up 356% YoY, with margins at 19.7%. PAT grew 685% YoY to
Slide 6: Q2FY26 Financials
Q2FY26 Financials
Slide 7: Q2FY26 & H1 FY26 Financial Highlights
Q2FY26 & H1 FY26 Financial Highlights Total Revenue (₹ Cr.) EBITDA (₹ Cr.) PAT (₹ Cr.) 11.7% 19.7% 4.3% 12.4% +171% +356% +685% Q2 FY26 154 30 19 57 7 2 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Total Revenue (₹ Cr.) EBITDA (₹ Cr.) PAT (₹ Cr.) 9.3% 20.3% 4.4% 12.5% +153% +452% +627% 277 56 35 H1 FY2
Slide 8: Profit & Loss Statement – Q2 & H1FY26
Profit & Loss Statement – Q2 & H1FY26 Particulars (₹ Cr.) Q2FY26 Q2FY25 Y-o-Y H1 FY26 H1 FY25 Y-o-Y Revenue from Operations 154.5 56.9 171% 277.4 109.6 153% Cost of Goods Sold 52.3 1.1 80.0 2.3 Employee Cost 52.6 39.4 101.4 77.9 Other Expenses 19.2 9.7 39.7 19.2 EBITDA 30.5 6.7 356% 56.2 10.2 452% E
Slide 9: Consolidated Balance Sheet – September 2025
Consolidated Balance Sheet – September 2025 Assets (in Rs. Crs) Sep-25 Mar-25 Equity & Liabilities (in Rs. Crs) Sep-25 Mar-25 Non - Current Assets 119.8 108.7 Total Equity 294.7 165.1 Property, plant and equipment 55.6 47.4 Share Capital 14.6 11.9 Goodwill 12.2 12.2 Other Equity 280.1 153.2 Intangib
Slide 10: Cash Flow Statement – H1 FY26
Cash Flow Statement – H1 FY26 Particulars (Rs. Crs) Sep-25 Sep-24 Net Profit Before Tax 47.7 5.8 Adjustments for: Non -Cash Items / Other Investment or Financial Items 8.9 8.2 Operating profit before working capital changes 56.6 14.0 Changes in working capital 5.2 -8.7 Cash generated from Operations
Slide 11: Company Overview
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 & Mexico Incorporated in 1992 with over 3 decades of experience 4 Manufacturing Facilities 11
Slide 13: Presence across Key Global Markets
Presence across Key Global Markets 6 Development Centres | 4 Manufacturing Facilities | 10 Offices 12
Slide 14: Our Manufacturing & Design Facilities
Our Manufacturing & Design Facilities Manufacturing Facilities 4 Manufacturing Facilities Design Facilities 6 Development Centres 6 Development Centres | 4 Manufacturing Facilities | 10 Offices *2 units in Guindy, Chennai 13
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: 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 17: Well placed to seize Industrial Tailwinds (2/2)
Well placed to seize Industrial Tailwinds (2/2) ASM Technologies Limited signs MoU with the Government of Tamil Nadu, to invest ₹ 250 crs. to expand DLM capabilities for ESDM sector Strategic Investment New Infrastructure Focus on High Growth Segment National Priorities Total Investments of Company
Slide 18: Board of Directors
Board of Directors Mr. M. Lakshminarayan Independent Director Mr. Shekar Vishwanathan Mr. M R Vikram Mr. Rabindra Srikantan Non-Independent, Chairman & Non-Independent Director, Managing Director Non-Executive Director Non-Executive Director ▪ Rabindra Srikantan holds dual MS degrees in ▪ He is a Fe
Slide 19: ASM: Nurturing Wellbeing, Culture and Community
ASM: Nurturing Welbeing, Culture and Community CSR Circle of Honour ASM was honoured to be recognised as part of CSR Circle of Honour at the World Cultural Festival 2025 Independence Day Ayudha Puja & Dasara Visit our LinkedIn Page - Click Here 18
Slide 20: SEMICON India 2025
SEMICON India 2025 Visit our LinkedIn Page - Click Here 19
Slide 21: Historical Financials
Historical Financials 20
Slide 22: Historical Financials
Historical Financials Revenue (₹ Cr.) EBITDA (₹ Cr.) PAT (₹ Cr.) 12.3% 11.0% 9.5% 3.0% 16.4% 20.3% 6.3% 7.2% 3.2% -3.5% 8.7% 12.5% +20.4% 289 277 56 35 47 220 +29.4% +30.7% 25 192 202 137 14 21 21 9 7 17 6 FY21 FY22 FY23 FY24 FY25 H1FY26 FY21 FY22 FY23 FY24 FY25 H1FY26 -7 FY21 FY22 FY23 FY24 FY25 H1
Slide 23: Historical Consolidated Profit & Loss Statement
Historical Consolidated Profit & Loss Statement Profit and Loss (In ₹ Cr.) FY25 FY24 FY23 FY22 FY21 Revenue from Operations 288.8 201.6 220.4 191.6 137.4 Cost of Goods Sold 45.4 22.9 26.0 9.7 3.3 Employee Cost 152.6 139.1 138.9 127.1 89.5 Other Expenses 43.6 33.6 34.4 33.9 27.7 EBITDA 47.3 6.0 21.0
Slide 24: Historical Consolidated Balance Sheet
Historical Consolidated Balance Sheet Assets (in ₹ Cr.) Mar-25 Mar-24 Mar-23 Mar-22 Mar-21 Equity & Liabilities (in ₹ Cr.) Mar-25 Mar-24 Mar-23 Mar-22 Mar-21 Non - Current Assets 108.7 94.3 83.4 54.2 36.2 Total Equity 165.1 136.0 69.1 65.5 57.3 Property, plant and equipment 47.4 32.3 31.3 19.6 12.3
Slide 25: Consolidated Cashflow Statement
Consolidated Cashflow Statement Particulars (In ₹ Cr.) Mar-25 Mar-24 Mar-23 Mar-22 Mar-21 Net Profit Before Tax 34.2 -10.4 11.6 17.9 13.7 Adjustments for: Non -Cash Items / Other Investment or Financial Items 16.6 19.5 13.3 7.1 4.5 Operating profit before working capital changes 50.8 9.1 24.9 25.1 1
Slide 26: 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 Ms. Prachi Chhugani / Mr. Deep Hemani prachi.chhugani@sgapl.net / deep.hemani@sgapl.net Tel: +91