Q4 2026 Asahi Songwon Colors Ltd Earnings Call Transcript

May 31, 2026 / 04:30 AM GMT

Release Date Price: ₹258.58 (+5.71%)

Transcript

Key Points

Positve

Asahi Songwon Colors Ltd (BOM:532853) reported a significant increase in Q4 FY26 revenue, up 19.4% from Q3 FY26.
The company's EBITDA for Q4 FY26 rose by 122% sequentially and 30.2% year-on-year, with an expanded EBITDA margin of 15.6%.
Profit before tax for Q4 FY26 increased by 64.2% year-on-year, indicating strong financial performance.
The Azo Pigment business achieved EBITDA positivity for the full financial year, marking a significant milestone.
The API segment also achieved EBITDA positivity for the full year FY26, with a reversal in the three-year price erosion cycle contributing to improved selling prices.

Negative

Full year FY26 consolidated revenue from operations declined by 4.78% compared to FY25.
The EBITDA margin for the full year FY26 slightly compressed by 21 basis points compared to FY25.
The operating environment remains challenging with elevated raw material prices and global supply chain disruptions.
The API business, despite volumetric growth, has been limited by a steep decline in realization since acquisition.
The company faces ongoing geopolitical volatility, which continues to impact its business operations and profitability.

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

ASSC.NS - Asahi Songwon Colors Ltd
Q4 2026 Asahi Songwon Colors Ltd Earnings Call
Jun 01, 2026 / 04:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, Good day and welcome to Asahi Songwon Colors Limited Q4 and FY26 Earnings Conference Call.

As a reminder, all participant lines will be in the listen-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 the touchstone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Abhishek Mehra from Till Advisors.

Thank you and over to you, Mr. Mehra.

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Unidentified_2 [2]
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