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Earnings Call

Action Construction Equipment Earnings Call: Key Takeaways

ACE delivered record Q4FY26 revenue with margins at 16%. Management is focusing on sustaining profitability through price hikes and a new 50:50 JV with KATO Japan for heavy cranes.

Why this was an Alfa AlertNot a filter event. Financials were flattish and management refrained from giving specific annual guidance numbers to compare against.
Highlights
Revenue growth₹3,395cr in FY26, flattish YoY. Q4 up 5.58% YoY.
MarginsEBITDA margins sustained in 15-16% range excluding other income.
Order book₹575cr pending in defense orders.
Demand visibilityStrong tower crane order books; recovery in old generation cranes.
Management confidenceHigh on long-term outlook and defense/export segment expansion.

Growth

FY26 standalone revenue was flattish at ₹3,395cr. PAT grew 5.4% YoY to ₹425cr. EBITDA margin expanded 81bps to 18.33%.

Outlook

Targeting ₹6,000cr+ revenue by FY29/30. Planned FY27 capex of ₹200cr for land and defense plants; ₹400cr for tower cranes.

Risks

Geopolitical crises in West Asia causing supply disruptions, rupee depreciation, and volatile steel prices impacting input costs.

Source

Earnings Call filed with BSE, 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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Action Construction Equipment Annual General Meeting

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