Avalon Technologies Ltd (BOM:543896)

Q1 2026 Avalon Technologies Ltd Earnings Call Transcript

Aug 6, 2025 / 10:00 AM GMT

Release Date Price: ₹879.55 (+2.79%)

Transcript

Key Points

Positve

Avalon Technologies Ltd (NSE:AVALON) reported a 62.1% year-on-year revenue growth in Q1 FY26, driven by broad-based demand across industry verticals and geographies.
The company has entered the semiconductor equipment manufacturing space, partnering with a leading global semiconductor equipment company, which is expected to be a significant growth driver.
Gross margins for the quarter stood at 35.5%, exceeding the upper end of the guided range of 33% to 35%, indicating strong execution efficiency.
The company revised its full-year revenue growth guidance to 23% to 25%, up from the earlier guidance of 18% to 20%, reflecting confidence in its business outlook.
Avalon Technologies Ltd (NSE:AVALON) has a strong order book of INR 1,790 crores with an average execution period of 14 months, reflecting a 22.5% year-on-year increase.

Negative

The company's EBITDA margin came in at 3.2%, which may indicate pressure on profitability despite revenue growth.
There is some sequential moderation of margins due to front-loading investments in capabilities, manpower, and inventory.
The US manufacturing plant, while contributing 20% of revenue, has not yet reached optimal profitability, with a reported EBITDA of 6.9%.
Tariff-related uncertainties between the US and India could impact future operations and profitability.
Inventory levels are elevated to support upcoming production and growth, which could impact working capital efficiency.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AVAL.NS - Avalon Technologies Ltd
Q1 2026 Avalon Technologies Ltd Earnings Call
Aug 06, 2025 / 10:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Avalon Technologies Limited Q1 FY26 earnings conference call hosted by Dam Capital Advisors.

As a reminder, all participant lines will be in the lesson only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on attached on phone. Please note that this conference is being recorded.

I now had the conference over to Miss Pikaai from Dam Capital Advisors.

Thank you and over to you, ma'am.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.