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Earnings Call

Action Construction Equipment Earnings Call: Key Takeaways

ACE reported highest-ever quarterly revenue for Q4FY26. Strong focus on infrastructure and manufacturing sectors, with expanding margins driven by product mix and JV with KATO.

Highlights
Revenue growth5.6% YoY for Q4FY26.
MarginsEBITDA margin expanded 25 bps YoY in FY26.
Demand visibilityDriven by Government capex in Roads, Railways, and Housing.
Management confidencePositive on long-term industry outlook.

Growth

Q4FY26 Revenue up 5.6% YoY to ₹10,234 Mn. FY26 EBITDA Margin expanded to 18.11% (+43 bps YoY).

Outlook

Entering strategic 50:50 JV with KATO for heavy cranes. Positive long-term outlook for infra/manufacturing growth.

Risks

Exposure to input cost volatility and geopolitical risks noted as potential headwinds for margin management.

Source

Earnings Call filed with NSE, NSE: ACE. Summary written with AI assistance from the document.

Read the document ↗

Action Construction Equipment Ltd: key numbers

Share price
₹1,226.60
Market cap
₹14,607 Cr
Revenue (annual)
₹3,280 Cr
Net profit (annual)
₹415.1 Cr
P/E (TTM)
33.4×Sector 33.6×
Promoter holding
65.42%+0.00% QoQ
FII holding
7.82%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

Action Construction Equipment Annual General Meeting

Action Construction Equipment Limited concluded its 32nd Annual General Meeting on September 18, 2026. Members approved financial statements, director appointment, dividend declaration, and special business items.

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