Action Construction Equipment Limited — Q4FY26 earnings call summary

Filed 26 May 2026 · Official transcript

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%