Avalon Technologies Limited — PPTs, 06-05-2026: Investor Presentation

Avalon Technologies delivered impressive FY26 financial results, with Revenue climbing 46% YoY to 1,603 Cr and Profit After Tax (PAT) soaring 78% YoY to 113 Cr. Q4 FY26 marked the seventh consecutive quarter of sequential improvement. The company also achieved a robust 20.6% Return on Capital Employed (ROCE) and saw its order book expand 25% YoY to 2,196 Cr. The US market led revenue contribution at 62%, with both US and India businesses growing 59% and 29% YoY, respectively.

The company's strategy zeroes in on high-growth EMS markets in India and the US, targeting profitable segments like Aerospace and complex 'big box builds' which now contribute 54% of revenue. They leverage a vertically integrated "one-stop shop" model and a hybrid manufacturing approach, including new partnerships in sunrise sectors like clean energy.

Avalon recently earned the "Best Performer for Lean Electrical production" award. Management is optimistic about strong industry tailwinds, including rising electronification and a projected 27% CAGR for the Indian ESDM market by 2030.