Slide 1: Regulation 30 cover letter to BSE
Date: 10th May 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 (Listing
Slide 2: Investor Presentation Q4FY26 May 2026
INVESTOR PRESENTATION | Q4FY26 | May 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 Q4FY26 Financial Highlights 02 Company Overview 03 Industry & Key Offerings 04 Historical Consolidated Financials 3
Slide 5: Q4 & FY26 Financials
pS ASM ae TECHNOLOGIES’ Q4 & FY26 Financials
Slide 6: From the MDs Desk
From the MDs Desk Mr. Rabindra Srikantan Managing Director “ASM Technologies delivered a strong performance in FY26, with revenue growing 83% YoY, from ₹289 crore to ₹529 crore. This growth was driven by robust execution across both key segments—Design-Led Manufacturing (DLM) and Engineering Researc
Slide 7: Q4 & FY26 Financial Highlights
Q4 & FY26 Financial Highlights Total Revenue (₹ Cr.) EBITDA (₹ Cr.) PAT (₹ Cr.) Segment Wise Geography Wise 22..2% 18.7% 13.2% 12.4% +18% -1% +11% 21.1% Q4 FY26 135 25 25 17 15 43.4% 115 56.6% 78.9% DLM ER&D Domestic Exports Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Total Revenue (₹ Cr.) EBITDA (₹ C
Slide 8: Consolidated Profit & Loss Statement – Q4 & FY26
Consolidated Profit & Loss Statement – Q4 & FY26 Particulars (₹ Cr.) Q4 FY26 Q4 FY25 Y-o-Y FY26 FY25 Y-o-Y Revenue from Operations 135.1 114.5 18.0% 528.5 288.8 83.0% Cost of Goods Sold 21.9 39.0 124.6 45.4 Employee Cost 57.9 35.2 213.7 152.6 Other Expenses 30.0 14.9 89.1 43.6 EBITDA 25.3 25.4 -0.6%
Slide 9: Consolidated Balance Sheet – March 2026
Consolidated Balance Sheet – March 2026 Equity & Liabilities (in Rs. Crs) Mar-26 Mar-25 Assets (in Rs. Crs) Mar-26 Mar-25 Non - Current Assets 204.8 109.0 Total Equity 307.0 165.1 Property, plant and equipment 93.0 47.4 Share Capital 14.6 11.9 Goodwill 12.2 12.2 Other Equity 292.5 153.2 Intangible a
Slide 10: Consolidated Cash Flow – FY26
Consolidated Cash Flow – FY26 Particulars (Rs. Crs) Mar-26 Mar-25 Net Profit Before Tax 84.7 34.2 Adjustments for: Non -Cash Items / Other Investment or Financial Items 18.0 16.6 Operating profit before working capital changes 102.7 50.8 Changes in working capital -21.7 -73.6 Cash generated from Ope
Slide 11: Company Overview
pS ASM ae 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, Proposed Initial Capital Engineering Design led named 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 9 Development Centres | 7 Manufacturing Facilities | 10 Offices Note : Map not to scale 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 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 Fel
Slide 20: Approval under the ECMS for high-precision capital equipment
Received approval under the ECMS for the manufacturing of high- precision capital equipment Visit our LinkedIn Page - Click Here 19
Slide 21: TCS World 10k Bengaluru 2026
TCS World 10k Bengaluru 2026 Visit our LinkedIn Page - Click Here 20
Slide 22: Health Check Up and Blood Donation Camp
Health Check Up and Blood Donation Camp Visit our LinkedIn Page - Click Here 21
Slide 23: Women's Day Celebration
Women’s Day Celebration Visit our LinkedIn Page - Click Here 22
Slide 24: Historical Financials
Historical Financials 23
Slide 25: 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 26: 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 27: 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 28: 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 29: 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. Deven Dhruva prachi.chhugani@sgapl.net / deven.Dhruva@sgapl.net Tel: +