India · Delayed Price · Currency is INR Avalon Technologies Earnings Call Transcripts
Fiscal Year 2027
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Revenue grew 50% year-on-year in Q1 FY 2027, with strong performance across all major verticals and geographies. Guidance for FY 2027 revenue growth was raised to 26%-30%, supported by a robust order book and improved profitability metrics.
Fiscal Year 2026
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FY26 saw 46% revenue growth, margin expansion, and improved capital efficiency, with strong order book growth and broad-based performance across verticals. Guidance for FY27 is 24%-27% revenue growth, with continued focus on high-value box-builds and new verticals like semiconductor equipment ramping up.
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Q3 FY 2026 delivered record revenue and profit, with 49% year-on-year growth and strong margins. Order book and new business wins support an upwardly revised 40% revenue growth guidance for FY 2026, while operational efficiency and diversified growth across geographies and verticals continue to drive performance.
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Revenue and profitability surged in H1 FY 2026, with broad-based growth across India and U.S. operations. Guidance was raised to 28%-30% revenue growth, supported by a strong order book, new program ramps, and continued investments in capacity and talent.
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Q1 FY 2026 saw 62.1% revenue growth, margin expansion, and a robust order book, prompting an upward revision of full-year revenue guidance to 23%-25%. Entry into semiconductor equipment and strong segment growth across geographies position the company for sustained momentum.
Fiscal Year 2025
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Q4 FY 2025 saw 58.1% YoY revenue growth and 244% PAT increase, with broad-based sector gains and strong order book momentum. FY 2026 guidance is for 18%-20% revenue growth, with cautious optimism amid macro uncertainties and continued investment in capacity and partnerships.
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Q3 FY 2025 saw 31% revenue growth, margin expansion, and a 265% PAT increase, driven by strong performance in India and recovery in the U.S. FY 2025 guidance was raised, with broad-based growth across sectors and ongoing capacity expansion supporting future momentum.
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Q2 FY 2025 saw record revenue and profitability, with strong growth in both India and U.S. markets, improved margins, and a robust order book. Operating leverage, cost optimization, and a shift to Indian manufacturing drove results, while guidance for 16%-20% revenue growth is maintained.
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Q1 FY 2025 saw a 15.2% revenue decline and margin compression, but management raised FY 2025 growth guidance to 16%-20% on the back of a strong order book, recovery in U.S. demand, and robust Indian market momentum. Operating leverage and cost optimization are expected to drive profit growth.