ALFA Finder
The call ran from 4:01 PM to 5:06 PM IST (1 h 6 min).
Key takeaways
Q2 FY27: revenue +20.5% to ₹932 Cr, normalised EBITDA margin 19.31% (+143 bps). PAT ₹164.3 Cr includes ₹50 Cr exceptional asset-sale gain; steel inflation re-accelerating, price hikes lag.
| Management target | Revenue 18.0% FY27 |
|---|
| Revenue growth | Total revenue +20.5% YoY to ₹932 Cr; H1 +20%. |
|---|---|
| Margins | EBITDA 19.31%, +143 bps YoY; H1 19.89%, +77 bps. |
| Order book | Defence book ~₹500 Cr (1.5–2 yrs); total ~₹800–1,000 Cr incl. exports. |
| Demand visibility | Robust Sept–Oct bookings; 55–60% of revenue expected in H2. |
| Management confidence | Balanced-to-optimistic: 'best ever Q2' claim, hedged 'cautiously optimistic' guidance. |
Growth
Revenue +20.5% YoY, ~3% price-led in H1; units +20%. ₹50 Cr exceptional inflates PAT margin.
Outlook
FY27 revenue growth guided 18–20%; margins to hold via pricing. Steel up 10–12%; further hikes around January.
Risks
Steel up 10–12% again in October; price-hike lag risks margins. Inventory ₹832 Cr vs ~₹600 Cr normal; ₹50 Cr one-off flatters PAT.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Action Construction Equipment Q2 FY27 Results: Net Profit ₹164.2 Cr, Up 82.2% YoY
Action Construction Equipment Ltd reported revenue from operations of ₹886.1 Cr (+19.1% YoY) and net profit of ₹164.2 Cr (+82.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹164.2 Cr · +82.2% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Focus on next-gen AI-integrated cranes, 50:50 KATO JV for heavy cranes, and scaling manufacturing via PLI schemes.
Growth they described
Revenue grew 19.5% YoY to INR 8,403 Mn; PAT increased 22.3% YoY to INR 1,195 Mn.
Call details
| Company | Action Construction Equipment Ltd |
|---|---|
| NSE symbol | ACE |
| ISIN | INE731H01025 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 13 November 2026 |
| Time | 4:00 PM IST |
| Length | 1 h 6 min |
| Audio | Our stream on YouTube ↗ |
Action Construction Equipment Ltd: key numbers
- Share price
- ₹1,180.00
- Market cap
- ₹14,052 Cr
- Revenue (annual)
- ₹3,280 Cr
- Net profit (annual)
- ₹415.1 Cr
- P/E (TTM)
- 27.5×Sector 33.1×
- Promoter holding
- 65.42%+0.00% QoQ
- FII holding
- 8.46%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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