Tan Sha · Dam Capital
directPotential supply chain disruptions and impact on margins.
right now I mean there are a few things here and there but nothing that's uh uh adversely affecting us... we don't see any you know any effect.
AVALONTECHNOLOGIES / Q4-FY26 / claim-ledger
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Avalon Technologies · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
71%
Numeric claims
4
Consistency
mixed
Question ledger
What was answered, and how?
Tan Sha · Dam Capital
partialDetails on incremental growth drivers across sectors.
industrial is a 34% of our business it's grew at 65 and it will continue high growth rate uh mobility is at you know 28% of our sales it's growing at 45 you know clean energy is at 20% growing at 45 again
Tan Sha · Dam Capital
directUS manufacturing as percentage of sales and margin outlook.
We anticipate this uh you know 80 20 78 22 you know that kind of range... in FA 26 79% of our business is from India manufacturing and 21% is from US manufacturing.
Adira Singh · Amicus Capital Partners
partialBreakdown of revenue growth: new vs vintage customers.
So it's very broad-based... 2/3 one/3 is what you probably need to look at... out of 570 will be existing and then 30 will approximately okay
Adira Singh · Amicus Capital Partners
directPlans to enter components manufacturing like PCB.
So we are very focused on what we do. So we are a box build high-end box complicated technology oriented box. We will look look for further business in that segment instead of trying to do a green field.
Santos Sad Adri · Aendis Spark
directQuarterly revenue cadence and seasonality across verticals.
So for us uh that doesn't play out as much. Okay. So we tried to level load a production across uh you know customers tend to do that... So it's not it's not seasonal for us as far as we know.
Santos Sad Adri · Aendis Spark
partialIncremental capex and timing for doubling revenue.
we'll continue the same momentum... from a capex perspective as far as we know we'll continue our aspiration is to keep the ROC higher than 20 and keep the set terms between 8 and 10 times... 50 to 60 crores maybe a little bit over over the next next year
Mayul Pandani · 40 cents
directFuture mix of box build vs traditional PCB assembly.
around 3 years back we are on 44% uh of box still and uh our aspiration is to grow that number and today last quarter we are at 56 56%.
Mayul Pandani · 40 cents
evasiveMargin difference between box build and traditional.
Usually it's higher because it's vertically integrated. So I don't want to get into how much okay because uh uh that depends on industry that depends on vertical that depends on commodity.
Mayul Pandani · 40 cents
partialMargin aspiration and levers to improve beyond 11%.
80% of a business which is uh India manufacturing is at 16 16.7 and Pat is at 12.2%... with US break even and with um uh with the leverage playing out there after break even we see uh some room to improve.
Samit SA · McQuary
directConservatism in FY27 guidance and India growth slowdown.
we are generally conservative in nature... in terms of the percentages that you mentioned summit uh if you look at FI26 then the India manufacturing business grew by approximately 33%.
Samit SA · McQuary
partialGoal for positive free cash flow (FCF) going forward.
we always want to maintain the ROC there's a number we strive for... FI25 operation cash flows was 25 crores and now we are at 57 crores.