EPack Prefab Technologies Limited — Q4FY26 Earnings Call Summary

EPACKPEB · Q4FY26 · Filed 20 May 2026

Key Takeaways

• EBITDA margin guidance maintained at 10.5%+ for FY27 despite Q4 margin pressure from steel price rise
• Three capacity expansions underway: Mambattu line 2 operational soon, Ghiloth sandwich panel line Q3 FY27, Gujarat plant Q4 FY27
• Peak PEB capacity ~220,000 tons by FY27 end; peak revenue potential ~2,300-2,400 Cr
• FY26 revenue 1,525 Cr +35% y-y; PAT +56%; EBITDA margin ~10.5%
• Debt reduced by 107 Cr; PAT margin expected to improve to ~6.5% in FY27
• FY27 Prefab division revenue growth guidance at 30%, targeting ~1,920-1,950 Cr
• Sandwich panel utilization expected to improve to 75-80% in FY27; contributes ~70-90 Cr revenue
• Order book at 1,117 Cr with 6-9 months execution horizon; pipeline ~5,000 Cr with 15-20% win rate
• Focus on new age sectors: renewables, data centers, semiconductors (~35-38% of order book)
• Asset turn ~5-6x; strong cash flow with 85% EBITDA converted to cash

📄 Source: View original transcript (PDF)

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