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Action Construction Equipment Limited — Q4FY26 Earnings Call Summary
Key Takeaways
- Market share stable; margin guidance 15-16% EBITDA excluding other income
- Defense order book INR575 Cr; expected 5-6% revenue contribution in FY27
- Capex of ~INR200 Cr planned for FY27; new tower crane factory capex INR400 Cr envisaged
- FY26 standalone total income INR3,395 Cr, EBITDA margin expanded 81 bps to 18.33%, PAT margin up 73 bps to 12.53%
- Commodity inflation and geopolitical risks remain key challenges; company focused on sustaining margins and growth
- JV with KATO Works targets INR300 Cr revenue in 3-4 years; potential INR700-800 Cr if antidumping duties apply
- Export and defense business targeted to reach 10-15% of revenue by FY27
- Q4FY26 revenue INR1,021 Cr (+5.58% y-y), EBITDA INR163.7 Cr, EBITDA margin 16%, PAT margin 10.65%
- Price hikes totaling 9-10% taken in CY26; further 5% hike from June 2026 planned
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.