Avalon Technologies Limited — Q1FY27 earnings call summary

Filed 11 August 2026 · Official transcript

Capex Rs. 16 Cr in Q1; new Chennai plant to start Q2 FY27
Q1 FY27 revenue Rs. 484 Cr +50% y-y; EBITDA margin 12.0%, PAT Rs. 35 Cr (7.2% margin)
FY27 revenue growth guidance raised to 26-30% from 24-27%
Box-build contribution increased to 59.9% in Q1 FY27
Order book Rs. 2,208 Cr, +23.4% y-y, average execution 14 months
India manufacturing EBITDA margin 16.7%, US losses narrowed to Rs. 4 Cr PAT
Multiple analyst queries on margin trajectory; mgmt maintains 33-35% gross margin range
Growth engines: existing business, new programs, expanding pipeline gaining momentum