Slide 1: Regulation 30 filing letter to BSE
Date: 31st January 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 Q3FY26 January 2026
INVESTOR PRESENTATION | Q3FY26 | January 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 Q3FY26 Financial Highlights 02 Company Overview 03 Industry & Key Offerings 04 Historical Consolidated Financials 3
Slide 5: Q3FY26 Financials
BSASM ie. TECHNOLOGIES’ Q3FY26 Financials
Slide 6: From the MDs Desk
From the MDs Desk Mr. Rabindra Srikantan Managing Director ASM Technologies delivered a strong performance during 9M FY26, with revenue growing 126% YoY from ₹174 crore to ₹393 crore. The performance was driven by robust execution across both business segments—Design-Led Manufacturing (DLM) and Engi
Slide 7: Q3 & 9M FY26 Financial Highlights
Q3 & 9M FY26 Financial Highlights Total Revenue (₹ Cr.) EBITDA (₹ Cr.) PAT (₹ Cr.) Segment Wise Geography Wise 18.4% 16.9% 8.0% 8.0% +79% +65% +79% 25.0% Q3 FY26 116 20 9 39.0% 12 61.0% 65 5 75.0% Q3FY25 Q3FY26 DLM ER&D Domestic Exports Q3FY25 Q3FY26 Q3FY25 Q3FY26 Total Revenue (₹ Cr.) EBITDA (₹ Cr.
Slide 8: Profit & Loss Statement – Q3 & 9M FY26
Profit & Loss Statement – Q3 & 9M FY26 Particulars (₹ Cr.) Q3 FY26 Q3 FY25 Y-o-Y 9M FY26 9M FY25 Y-o-Y Revenue from Operations 116.0 64.7 79% 393.4 174.3 126% Cost of Goods Sold 22.6 4.1 102.7 6.4 Employee Cost 54.4 39.4 155.8 117.4 Other Expenses 19.4 9.2 59.2 28.7 EBITDA 19.6 11.9 65% 75.8 21.9 24
Slide 9: Company Overview
pS ASM Fe. TECHNOLOGIES’ Company Overview
Slide 10: 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 6 Manufacturing
Slide 11: Expanding Global Footprint – Vietnam
Expanding Global Footprint – Vietnam Registered a wholly owned Support the customers in the areas of subsidiary in Vietnam, Engineering Design led named Manufacturing ASM Technologies VIET NAM CO. Ltd. Strategic Rationale ❖ ASM Technologies continues its international expansion, adding Vietnam to it
Slide 12: Leveraging ER&D to build and scale DLM
Leveraging ER&D to build and scale DLM 1992 2016 2018 2026 Offering IT & ER&D Strategic hike-off of IT; Leveraged ER&D to build DLM contributed ~53% to services since inception ER&D focused company DLM business the revenue* Deep design and innovation capabilities enable us to be a trusted partner in
Slide 13: Industries we Serve: Hi-Tech
Industries we Serve: Hi-Tech Semiconductor/ Solar/ EMS ❖ End-to-end solutions across the semiconductor and solar value chain: 1. DLM : Concept Design Product Design Design Validation Manufacturing Product Testing 2. NPI : Market Research Concept Design Product Design Prototyping Pre-Production Launc
Slide 14: 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 13
Slide 15: Presence across Key Global Markets
Presence across Key Global Markets 6 Development Centres | 6 Manufacturing Facilities | 10 Offices 14
Slide 16: Our Manufacturing & Design Facilities
Our Manufacturing & Design Facilities Manufacturing Facilities 6 Manufacturing Facilities Design Facilities 6 Development Centres 6 Development Centres | 6 Manufacturing Facilities | 10 Offices We have secured land in Karnataka for setting up State-of-the-Art Facility *2 units in Guindy, Chennai 15
Slide 17: 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 18: 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 19: 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 20: CII EXCON 2025 Inauguration
CII EXCON 2025 Inauguration: Strengthening partnerships for future-ready manufacturing Visit our LinkedIn Page - Click Here 19
Slide 21: EXCON 2025: Where Real Conversations Meet Real Manufacturing
EXCON 2025: WHERE REAL CONVERSATIONS MEET REAL MANUFACTURING Visit our LinkedIn Page - Click Here 20
Slide 22: EXCON 2025: Where Real Conversations Meet Real Manufacturing
EXCON 2025: WHERE REAL CONVERSATIONS MEET REAL MANUFACTURING Visit our LinkedIn Page - Click Here 21
Slide 23: VDMA Mechanical Engineering Summit
VDMA MECHANICAL ENGINEERING SUMMIT DESIGN-LED ENGINEERING. GLOBAL COLLABORATION. Visit our LinkedIn Page - Click Here 22
Slide 24: IMTEX: Engineering Conversations That Matter
IMTEX: ENGINEERING CONVERSATIONS THAT MATTER FROM QUESTIONS TO INTEGRATED MANUFACTURING THINKING Visit our LinkedIn Page - Click Here 23
Slide 25: ASM Cricket League 2025
ASM CRICKET LEAGUE 2025: BEYOND THE GAME. BUILDING BONDS. Visit our LinkedIn Page - Click Here 24
Slide 26: AMT 2025: Collaboration in Motion
AMT 2025: COLLABORATION IN MOTION WHERE PARTNERSHIPS POWER INNOVATION Visit our LinkedIn Page - Click Here 25
Slide 27: CII Innoverge 2025: AI-Led Design. Precision Manufacturing.
CII INNOVERGE 2025: AI-LED DESIGN. PRECISION MANUFACTURING. Visit our LinkedIn Page - Click Here 26
Slide 28: Historical Financials
Historical Financials 27
Slide 29: Historical Financials
Historical Financials Revenue (₹ Cr.) EBITDA (₹ Cr.) PAT (₹ Cr.) 12.3% 11.0% 9.5% 3.0% 16.4% 19.3% 6.3% 7.2% 3.2% -3.5% 8.7% 11.2% 393 76 44 +20.4% 289 47 +30.7% 25 220 +29.4% 192 202 14 137 9 21 21 7 17 6 FY21 FY22 FY23 FY24 FY25 9MFY26 FY21 FY22 FY23 FY24 FY25 9MFY26 -7 FY21 FY22 FY23 FY24 FY25 9M
Slide 30: 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 31: 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 32: 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 33: Company and Investor Relations Contacts
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: +91 89492 92