Airo Lam Ltd.
•Add ratio to table
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 | 233.55 | 64.12 | 5958.97 | 0.17 | 21.24 | 235.20 | 796.70 | 18.24 | 8.38 | 10.02 |
| STYLAMIND | 3334.20 | 33.29 | 5650.82 | 0.00 | 48.16 | 70.35 | 326.47 | 15.37 | 27.05 | 21.09 |
| EUROPRATIK | 250.00 | 29.65 | 2555.00 | 0.08 | 20.05 | 115.65 | 103.33 | 60.13 | 53.39 | 25.79 |
| RUSHIL | 16.09 | 20.72 | 472.11 | 0.31 | 1.98 | 114.09 | 229.00 | 27.82 | 10.20 | 7.95 |
| WIPL | 169.58 | 66.02 | 143.93 | 0.59 | -0.30 | -188.24 | 26.49 | -8.69 | 4.19 | -0.23 |
| AIROLAM | 84.25 | 22.93 | 126.39 | 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:
- -8%
- 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
Loading news…
AI Stock Analyst
Airo Lam Ltd.
Sign in to Chat with AI
Log in with your 5nance account to ask institutional questions about performance, financials, and outlook.
✨ Sign In to ChatFree 5nance Account