Asahi India Glass (515030) Q3 25/26 earnings summary

Executive summary

• Unaudited standalone and consolidated financial results for Q3 and nine months ended 31 December 2025 were approved by the Board on 30 January 2026.

• Recent expansions in automotive and architectural segments performed better than budgeted; major localisation project at Soniyana is now fully utilised.

• Board approved up to ₹2,000 crore capex for new greenfield expansions in float, coatings, and processing businesses.

Financial highlights

• Standalone Q3 revenue from operations: ₹117,698 lakhs; net profit: ₹10,320 lakhs; EPS: ₹4.05.

• Consolidated Q3 revenue from operations: ₹125,591 lakhs; net profit: ₹9,947 lakhs; EPS: ₹3.90.

• Year-to-date (nine months) standalone net profit: ₹20,403 lakhs; consolidated net profit: ₹21,245 lakhs.

• Exceptional items include a one-time increase in employee benefit provisions due to new labour codes (₹679 lakhs standalone, ₹745 lakhs consolidated) and restructuring costs (₹454 lakhs consolidated).

Outlook and guidance

• Board expressed satisfaction with expansion performance and is moving forward with significant new capex for further growth.