Asahi India Glas Q1 FY27 Results (NSE: ASAHIINDIA)

· Analysis by Alpha Inflection

Signal: Margin expansion

Asahi India Glas Q1 FY27 key financials
MetricValueYoYQoQ
Revenue₹14.13 Cr15.0%4.4%
EBIT₹2.5 Cr166.7%
Net profit₹1.49 Cr165.5%
EPS₹5.85153.2%
EBIT margin23.4%

P&L walk

Revenue grew 15.0% YoY to ₹1,413.39 Cr, driven by strong volume and mix in both automotive (+22.1% segment revenue) and float glass (+41.0% segment revenue). Gross margin expanded sharply: raw material cost as % of revenue fell from 36.8% to 25.5% (1,120bps improvement), benefiting from input cost deflation. EBITDA grew 166.5% YoY to ₹330.53 Cr, far outpacing revenue growth: operating leverage is confirmed — EBITDA grew +166.5% vs revenue +15.0% (+151.5pp gap), D&A grew only +19.1%, employee costs +13.7%, finance costs -21.2%. EBITDA margin expanded 180bps YoY to 23.4%. EBIT of ₹249.61 Cr (+166.7% YoY). Finance cost declined 21.2% YoY to ₹46.73 Cr despite new capex, likely due to debt reduction. PAT of ₹149.08 Cr jumped 165.5% YoY, with other income and tax rate stable. EPS of ₹5.85 grew 153.2% YoY, in line with PAT growth (no dilution).

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