ASM Technologies Ltd

Q2 FY23IT - Software

ASM Technologies Ltd Q2 FY23 Results & Presentation Highlights: Revenue, Margins & Order Book

Q2 FY23 investor presentation: what the company reported on revenue, margins and projects.

Price₹6,878

Market cap₹10.0K Cr

P/E136.9

Updated25 Sept 2026

Read5 min read

Based on ASM Technologies Ltd's Q2 FY23 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.

The short version

Quarterly Consolidated Revenue (Q2FY23): Rs 634.2 mn (Income from Operations) - Quarterly Consolidated Revenue (Q2FY22): Rs 477.0 mn - Year-on-Year Growth: 35.3% (Q2FY23 vs Q2FY22) - Quarterly Standalone Revenue (Q2FY23): Rs 376.1 mn - Quarterly Standalone Revenue (Q2FY22): Rs 350.5 mn - Year-on-Year Growth (Standalone): 0.1% (Q2FY23 vs Q2FY22) - No explicit outlook or forward-looking statements on future revenue or sales volumes are provided in the presentation, only strategic focus and growth areas mentioned broadly (Page 20, 21) such as semiconductor, electronic systems, and design-led manufacturing. Quarterly EBITDA (Q2FY23): - Consolidated: Rs 76.5 Mn (Page 6) - Standalone: Rs 58.4 Mn (Page 6) - YoY: Consolidated down from Rs 80.7 Mn in Q2FY22 (Page 6); Standalone nearly flat (Rs 58.6 Mn in Q2FY22) - Operating Margin (EBITDA Margin approx.): - Consolidated Revenue Q2FY23: Rs 650.0 Mn vs Rs 480.5 Mn in Q2FY22 (Page 7) - EBITDA margin: 76.5 / 650.0 ≈ 11.8% (Q2FY23), previously approx.

From ASM Technologies Ltd's Q2 FY23 earnings-call transcript · updated 25 Sept 2026.

Revenue & Sales Performance

Quarterly Consolidated Revenue (Q2FY23): Rs 634.2 mn (Income from Operations)
Quarterly Consolidated Revenue (Q2FY22): Rs 477.0 mn
Year-on-Year Growth: 35.3% (Q2FY23 vs Q2FY22)
Quarterly Standalone Revenue (Q2FY23): Rs 376.1 mn
Quarterly Standalone Revenue (Q2FY22): Rs 350.5 mn

- **Year-on-Year Growth (Standalone):** 0.1% (Q2FY23 vs Q2FY22) - **No explicit outlook or forward-looking statements on future revenue or sales volumes are provided in the presentation,** only strategic focus and growth areas mentioned broadly (Page 20, 21) such as semiconductor, electronic systems, and design-led manufacturing. This summary uses only stated figures without inferred or estimated values.

2 more points management made on revenue & sales performance

Profitability & Margins

Quarterly EBITDA (Q2FY23):
Consolidated: Rs 76.5 Mn (Page 6)
Standalone: Rs 58.4 Mn (Page 6)
YoY: Consolidated down from Rs 80.7 Mn in Q2FY22 (Page 6); Standalone nearly flat (Rs 58.6 Mn in Q2FY22)
Operating Margin (EBITDA Margin approx.):
Consolidated Revenue Q2FY23: Rs 650.0 Mn vs Rs 480.5 Mn in Q2FY22 (Page 7)
EBITDA margin: 76.5 / 650.0 ≈ 11.8% (Q2FY23), previously approx. 80.7 / 480.5 ≈ 16.8% (Q2FY22) indicating a YoY decline
Profit After Tax (PAT Q2FY23):
Consolidated: Rs 24.0 Mn, down from Rs 40.7 Mn in Q2FY22 (Page 6)
Standalone: Rs 30.7 Mn vs Rs 34.1 Mn Q2FY22 (Page 6)

2 more points management made on profitability & margins

See what ASM Technologies Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The presentation does not explicitly detail any specific capex, capacity expansion, new plant, or project with amounts, status, or timelines. - No direct mention of capital expenditure values or expansion plans is found. - The "Way Forward" (Page 21) highlights strategic acquisition and growing digital engineering business focus.

- The "Our Strategy" section (Page 20) notes expansion of footprint and client base with core capabilities, focusing on semiconductor, electronics, and automotive growth verticals. - No explicit financial commitment, project status, or timeline information for new plants or capacity expansion is specified. Thus, the presentation outlines strategic focuses but does not provide concrete capex figures or project timelines.

2 more points management made on capital expenditure plans

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Fundraising & Capital Structure

The presentation shows an increase in borrowings over FY19 to H1FY23:
Long Term Borrowings rose from 0.5 mn in FY19 to 163.3 mn in H1FY23.
Short Term Borrowings increased from 145.4 mn in FY19 to 439.1 mn in H1FY23.
Debt-to-Assets Ratio increased from 0.2 in FY19 to 0.5 in H1FY23.
Debt-to-Equity Ratio rose from 0.3 in FY19 to 0.7 in H1FY23.
Share Capital increased from 50.0 mn in FY19 to 103.0 mn in H1FY23, indicating possible equity infusion.
Other Equity also increased steadily from 464.6 mn in FY19 to 597.0 mn in H1FY23.

2 more points management made on fundraising & capital structure

See what ASM Technologies Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The investor presentation does not explicitly report any specific values or details for order book, order inflow, or pending orders. Based on the content provided on the relevant pages, the presentation includes: - Financial performance metrics such as revenue, profit, expenses, and balance sheet items. - Shareholding patterns, management details, strategic outlook, and quarterly/half-yearly snapshots. - No direct mention or disclosure of order book size, order inflow, or pending orders. Hence, the presentation does not state any information on the order book, order inflow, or pending orders.

ASM Technologies Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹135 Cr, net profit ₹17 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What ASM Technologies Ltd's management said in earlier quarters

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Frequently Asked Questions

What were ASM Technologies Ltd Q2 FY23 results?

What is ASM Technologies Ltd share price analysis?

ASM Technologies Ltd currently shows a neutral. The stock trades at a P/E of 136.9 with a market cap of ₹9,999 Cr. Investors should review the full earnings analysis for detailed insights.

Is ASM Technologies Ltd planning capital expenditure?

The presentation does not explicitly detail any specific capex, capacity expansion, new plant, or project with amounts, status, or timelines.

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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.