ASM Technologies Ltd Q2 FY26 earnings call summary

Earnings call of 10 Nov 2025, summarised by AI from the filing.

ASM Technologies Q2 FY26 revenue grew 171% year-over-year; EBITDA ₹31 cr, PAT ₹19 cr; FY26 CAPEX addition guided at ₹30-35 cr.

Key takeaways

1. Guidance FY26 CAPEX addition ₹30-35 cr, may rise with land allotment.
2. Change Mix shifting to DLM: 63% of H1 revenue vs 37% ER&D.
3. Driver Execution across Hi-Tech and Engineering segments; global supply chain realignment.
4. Risk MoU CAPEX depends on government land allotment; timeline uncertain.

Original filing on BSE

ASM Technologies Ltd earnings call, investor presentation and press release summaries

• Q1 FY27: Results deck (6 Aug 2026)
• Q4 FY26: Results deck (10 May 2026)
• Q3 FY26: Results deck (31 Jan 2026)
• Q2 FY26: Earnings call (10 Nov 2025), Results deck (9 Nov 2025)
• Q1 FY26: Results deck (11 Aug 2025)
• Q4 FY25: Results deck (29 May 2025)