Avalon Technologies Ltd (NSE:AVALON)

Q3 2026 Avalon Technologies Ltd Earnings Call Transcript

Feb 5, 2026 / 10:00 AM GMT

Release Date Price: ₹1020.5 (-0.95%)

Transcript

Key Points

Positve

Avalon Technologies Ltd (NSE:AVALON) reported its sixth consecutive quarter of sustained growth, achieving the highest ever revenue and profit after tax in the company's history.
The company revised its FY26 revenue growth guidance upward to around 40% from the earlier guidance of 28 to 30%, indicating strong business visibility and a supportive macro-environment.
Gross margin for the first nine months of FY26 was at 34.6%, at the upper end of the guided range, reflecting efficient cost management.
The company's net debt to equity ratio remained low at 0.04, showcasing strong financial health and capital efficiency.
Avalon Technologies Ltd (NSE:AVALON) has made significant progress in new product introductions, including semiconductor manufacturing equipment and power systems, aligning with India's semiconductor mission 2.0.

Negative

Despite the strong performance, the US manufacturing operations reported a loss of 7 crores, indicating challenges in achieving profitability in this segment.
The company's order book growth of 26.5% year on year was slower compared to the revenue growth, suggesting potential future challenges in maintaining the growth momentum.
The impact of tariffs, although largely mitigated, still affected gross margin percentages by approximately 100 basis points.
There is uncertainty regarding the long-term impact of potential changes in US tariffs, which could affect future growth and profitability.
The company is still in the early stages of its semiconductor equipment business, with significant revenue contributions expected only in FY27, indicating a delay in realizing the full potential of this segment.

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

AVAL.NS - Avalon Technologies Ltd
Q3 2026 Avalon Technologies Ltd Earnings Call
Feb 05, 2026 / 10:00AM 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 the Avalon Technologies Limited Q3 F 26 earnings conference call.

As a reminder, all participant lines will be in a 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 your touchstone phone.

Please note that this conference is being recorded.

I now had a conference over to Mr. Jagdesh Thakur.

From GM Financial, thank you. And over to you, sir.

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Unidentified_2 [2]
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