Action Construction Equipment Limited — Q1FY27 Earnings Call Summary

ACE · Q1FY27 · Filed 24 Jul 2026

Key Takeaways

• Capex guidance INR200-250 Cr for FY27 including INR40-50 Cr for new defense facility with INR500 Cr turnover capacity
• Demand stable but growth guidance deferred to September due to geopolitical and inflation uncertainties
• Commodity inflation ~11-12% expected; price hikes of ~10% taken so far to protect margins
• Export contributed ~3% and defense ~5% of Q1 revenue; full year export expected 6-7%, defense 5-6%
• Mix in cranes expected to stabilize at 50-50 hydra and new generation over 2-3 years
• Q1FY27 standalone revenue grew 19% y-y to INR836 Cr; EBITDA margin expanded 12 bps to 20.40%
• EBITDA increased 19.66% to INR170.58 Cr; PAT grew 22.47% to INR118.59 Cr
• KATO JV to start revenue from Q3FY27; upgraded products rollout from Q4FY27; export models in 1-2 years
• Inorganic growth and exports seen as key medium-term growth drivers

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.