Airo Lam Ltd.
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ABOUT
AI Sector View
AI GENERATEDConsumer Durables
Urban discretionary demand is mixed but investable. Credit card transactions rose 27.0% YoY (2026-06), urban CMIE sentiment was 109.5 (2026-07), and consumer spending remained large at INR 44743 billion (Jun/26), even though formal consumer confidence fell to 88.3 points (Jul/26) and debit card transactions were -9.0% YoY (2026-06). Heavy sector inflows of INR 13175 crore over 3 months to 2026-08-31 indicate strong investor positioning behind the theme.
PROS
- Company has delivered good sales growth of 15.0% CAGR over last 5 years
CONS
- A large part of profit comes from other income (49.1% of PBT)
- Recent results are weak - TTM profit is down 25.5% versus prior year
- Company has a low return on capital employed of 10.7%
- Interest coverage is weak at 1.7x - earnings barely cover interest
- Company has a low return on equity of 9.7% over last 3 years
- Poor cash conversion - profits are not backed by operating cash flow (CFO/PAT 0.60x)
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| GREENLAM | 242.15 | 66.48 | 6178.40 | 0.17 | 21.24 | 235.20 | 796.70 | 18.24 | 8.38 | 10.02 |
| STYLAMIND | 3394.90 | 33.89 | 5753.70 | 0.00 | 48.16 | 70.35 | 326.47 | 15.37 | 27.05 | 21.09 |
| EUROPRATIK | 263.00 | 31.19 | 2687.86 | 0.08 | 20.05 | 115.65 | 103.33 | 60.13 | 53.39 | 25.79 |
| RUSHIL | 16.07 | 20.69 | 471.52 | 0.31 | 1.98 | 114.09 | 229.00 | 27.82 | 10.20 | 7.95 |
| WIPL | 167.99 | 65.40 | 142.58 | 0.60 | -0.30 | -188.24 | 26.49 | -8.69 | 4.19 | -0.23 |
| AIROLAM | 86.46 | 23.53 | 129.71 | 0.00 | 0.25 | -91.05 | 57.93 | 3.14 | 7.36 | 5.66 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 49 | 50 | 56 | 51 | 52 | 51 | 55 | 57 | 53 | 63 | 70 | 58 | 68 | |
| 43 | 45 | 51 | 46 | 47 | 51 | 51 | 50 | 48 | 56 | 64 | 55 | 66 | |
| Operating Profit | 5 | 4 | 5 | 5 | 5 | 0 | 4 | 6 | 5 | 6 | 5 | 4 | 2 |
| OPM % | 11.14% | 8.41% | 9.26% | 9.59% | 9.04% | 0.10% | 6.47% | 10.83% | 9.44% | 10.30% | 7.77% | 6.06% | 2.92% |
| 0 | 1 | 0 | 1 | 2 | -0 | 0 | 1 | 0 | -0 | 0 | 1 | 0 | |
| Interest | 1 | 1 | 1 | 2 | 2 | 2 | 1 | 2 | 2 | 2 | 2 | 2 | 2 |
| Depreciation | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Profit before Tax | 4 | 3 | 3 | 3 | 3 | -3 | 2 | 3 | 2 | 3 | 2 | 1 | 2 |
| Tax % | 27.55% | 33.96% | 35.53% | 27.95% | 31.52% | 12.19% | 18.42% | 17.58% | 28.57% | 12.05% | 22.93% | 43.18% | 23.71% |
| Net Profit | 3 | 2 | 2 | 2 | 2 | -3 | 1 | 3 | 1 | 3 | 2 | 0 | 2 |
| 1.76 | 1.24 | 1.37 | 1.22 | 1.50 | -1.87 | 0.82 | 1.90 | 0.97 | 1.80 | 1.05 | 0.33 | 1.06 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 64 | 71 | 93 | 112 | 106 | 133 | 169 | 199 | 205 | 214 | 258 | |
| 58 | 64 | 84 | 103 | 98 | 122 | 154 | 183 | 186 | 200 | 241 | |
| Operating Profit | 6 | 7 | 9 | 9 | 9 | 12 | 15 | 17 | 20 | 14 | 17 |
| OPM % | 8.85% | 9.25% | 9.68% | 8.31% | 8.25% | 8.69% | 8.84% | 8.32% | 9.58% | 6.72% | 6.73% |
| 0 | 1 | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 1 | |
| Interest | 2 | 3 | 3 | 2 | 2 | 2 | 3 | 4 | 5 | 7 | 8 |
| Depreciation | 1 | 2 | 2 | 2 | 2 | 2 | 3 | 3 | 4 | 5 | 5 |
| Profit before Tax | 2 | 3 | 5 | 6 | 6 | 8 | 9 | 10 | 12 | 5 | 8 |
| Tax % | 33.06% | 33.14% | 33.76% | 29.26% | 24.83% | 29.32% | 28.24% | 24.32% | 31.14% | 30.37% | 21.20% |
| Net Profit | 2 | 2 | 3 | 4 | 5 | 5 | 7 | 7 | 8 | 4 | 6 |
| EPS | 0.00 | 0.00 | 0.00 | 0.00 | 3.18 | 3.64 | 4.48 | 4.93 | 5.52 | 2.36 | — |
| Dividend Payout % | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 12%
- 5 Years:
- 15%
- 3 Years:
- 8%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 8%
- 5 Years:
- -6%
- 3 Years:
- -19%
STOCK PRICE CAGR
- 10 Years:
- —
- 5 Years:
- 11%
- 3 Years:
- -7%
- 1 Year:
- -22%
RETURN ON EQUITY
- 10 Years:
- 11%
- 5 Years:
- 11%
- 3 Years:
- 10%
- Last Year:
- 5%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 6 | 6 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 |
| 10 | 12 | 20 | 24 | 29 | 35 | 41 | 49 | 57 | 61 | |
| 21 | 26 | 21 | 23 | 35 | 38 | 49 | 58 | 74 | 84 | |
| Trade Payables | 22 | 22 | 24 | 24 | 22 | 33 | 39 | 27 | 25 | 35 |
| 4 | 5 | 7 | 5 | 6 | 10 | 15 | 13 | 19 | 24 | |
| Total Liabilities | 63 | 70 | 87 | 92 | 107 | 130 | 160 | 162 | 190 | 219 |
| 11 | 11 | 11 | 11 | 11 | 38 | 37 | 36 | 45 | 58 | |
| Capital Work in Progress | 0 | 0 | 0 | 1 | 15 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 1 | 1 | |
| 19 | 21 | 27 | 36 | 35 | 41 | 59 | 63 | 74 | 83 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 55 | 61 | |
| Cash & Bank | 1 | 1 | 1 | 2 | 1 | 5 | 5 | 3 | 2 | 2 |
| 32 | 38 | 47 | 42 | 46 | 47 | 58 | 60 | 14 | 15 | |
| Total Assets | 63 | 70 | 87 | 92 | 107 | 130 | 160 | 162 | 190 | 219 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 3 | 2 | -3 | 3 | 6 | 22 | -4 | -4 | -0 | 17 | |
| Cash from Investing | -0 | -1 | -4 | -2 | -14 | -14 | -4 | -3 | -13 | -20 |
| Cash from Financing | -4 | -1 | 8 | 2 | 9 | -2 | 9 | 8 | 11 | 3 |
| -1 | -0 | 1 | 1 | -1 | 4 | -1 | -0 | -2 | -0 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-03 - Airo Lam limited has informed the Exchange about Copy of Newspaper Publication
2026-09-02 - Airo Lam limited has informed the Exchange about General Updates
2026-09-02 - Airo Lam limited has informed the Exchange about Shareholders meeting
2026-09-02 - Airo Lam limited has informed the Exchange about General Updates
2026-08-15 - Airo Lam limited has informed the Exchange about Copy of Newspaper Publication
2026-08-14 - Airo Lam limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2026.
2026-08-12 - Airo Lam limited has informed the Exchange about General Updates
2026-07-23 - The Exchange had sought clarification from Airo Lam limited for the quarter ended 30-Sep-2025 with respect to Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. On basis of above the Company was required to clarify the following: The response of the Company is enclosed.
2026-07-21 - Airo Lam limited has informed regarding Disclosure of material issue
News
Recent coverage and analyst commentary for AIROLAM
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Airo Lam Ltd.
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