StockWatch
·

ASM TECHNOLOGIES LTD.

BSE: 526433

P/L Snapshot

Q1 FY27 · standalone

vs Q3 FY26·vs Q1 FY26
Revenue
196.09
+83.8%+75.2%
Expenditure
156.87
+73.2%+74.5%
Net Profit
27.04
+167.2%+65.6%
OPM %
22.87%
+13.17pp+1.43pp

Shareholding

Pattern breakdown

P/L Trends

(in crores)

RevenueExpenditureNet Profit
0.0071.28142.57213.85285.14Q1 FY25Q2 FY25Q3 FY25Q1 FY26Q2 FY26Q3 FY26Q1 FY27
Price Chart
Reports

ASM Tech: consolidated PAT +72% YoY to ₹268 Cr, revenue +62% as DLM segment doubles

design-led manufacturing · engineering r&d services · margin expansion

ResultsQ1 FY2705 Aug 20263 minTechnology / IT
Latest
Dividend5 Aug, 3:11 pm

ASM Tech: consolidated PAT +72% YoY to ₹268 Cr, revenue +62% as DLM segment doubles

ASM Technologies' consolidated PAT came in at ₹268.23 Cr for Q1 FY27, up 72.2% year-on-year (₹155.73 Cr) and 60.1% sequentially, on consolidated revenue of ₹1,988.16 Cr, up 61.7% YoY and 47.1% QoQ. Standalone told a similar but not identical story — PAT ₹270.37 Cr (+65.6% YoY) on revenue ₹1,936.93 Cr (+77.5% YoY); the standalone entity actually grew revenue faster than the group, a >15-point gap versus consolidated's 61.7%, because the year-ago consolidated base carried stronger subsidiary-level services revenue that has since softened. Neither period carries exceptional items, so the reported and adjusted growth rates are the same — this is a clean, non-one-off print. The entire growth story sits in segment mix. The Design-Led Manufacturing (DLM) segment more than doubled to ₹1,463.40 Cr from ₹642.54 Cr YoY (+127.7%) and its segment profit nearly tripled to ₹307.78 Cr from ₹100.33 Cr (+206.8%), while the Engineering R&D Services (ERD) segment shrank to ₹524.76 Cr from ₹586.61 Cr (-10.5%) with segment profit down to ₹181.21 Cr from ₹209.23 Cr (-13.4%). That mix shift toward the higher-margin DLM business is what drove consolidated NPM up to 13.49% from 12.67% and OPM up to 23.23% from 20.93% YoY — margin expansion is a mix effect, not a cost-line story. There is no consensus estimate on record for this stock in our sources or in web search — small-cap IT/engineering names like this typically lack indexed broker previews — so vs-street is unknown, not a miss; similarly, the company has issued no formal quarterly guidance in our records or in web search, so there is nothing to grade a beat/miss against on that front. No management press release commentary was available to extract or reconcile against the numbers. Auditors flagged, for a second consecutive quarter, the ongoing TCS iON ERP stabilization (Note 10) and unresolved fair-valuation of two non-current investments (Eclectic IQ, Lavelle Networks; Note 9) as emphasis-of-matter items, without modifying their opinion — these are disclosure carry-forwards, not new print-quality concerns. Alongside the results, the board declared an interim dividend of ₹6/share (60% of face value), record date August 12, 2026, coinciding with the company's AGM. Going into Q2, the read-through is whether the ERD segment's YoY decline stabilizes and whether DLM's margin holds up as that segment continues to scale off a much larger base.

5 Aug 2026, 03:11 pm

Corporate Events

DividendASMTEC
2026
12Aug

₹6 / share

BSE Filing
Board MeetingASMTEC
2026
5Aug

Board Meeting

The 34th Annual General Meeting (AGM) of ASM Technologies Li…

BSE Filing
DividendASMTEC
2026
29Jul

Dividend

BSE Filing
Board MeetingASMTEC
2026
6Jun

Board Meeting

The board meeting is scheduled to consider and approve propo…

BSE Filing
DividendASMTEC
2025
14Nov

₹1 / share

BSE Filing
Board MeetingASMTEC
2024
9Nov

Board Meeting

Unaudited Financial Results, Standalone & Consolidated, of t…

BSE Filing
Board MeetingASMTEC
2024
27May

Board Meeting

Consider and approve Audited Financial Results (Standalone &…

BSE Filing
Board MeetingASMTEC
2024
14Feb

Board Meeting

Consider and approve Unaudited Financial Results (Standalone…

BSE Filing
Board MeetingASMTEC
2024
11Feb

Board Meeting

Consider and approve fund raising

BSE Filing
Board MeetingASMTEC
2023
10Nov

Board Meeting

Consideration & Approval of Unaudited Financial Results (Sta…

BSE Filing
Board MeetingASMTEC
2023
12Aug

Board Meeting

Consideration and approval of Unaudited Financial Results (S…

BSE Filing