| Revenue growth | 19.5% YoY |
|---|---|
| Margins | EBITDA margin expanded to 20.53% (up 428 BPS QoQ). |
| Demand visibility | Strong infra/industrial capex cycle and GoI budget support. |
| Management confidence | High; citing best-ever Q1 results. |
Growth
Revenue grew 19.5% YoY to INR 8,403 Mn; PAT increased 22.3% YoY to INR 1,195 Mn.
Outlook
Focus on next-gen AI-integrated cranes, 50:50 KATO JV for heavy cranes, and scaling manufacturing via PLI schemes.
Risks
Geopolitical tensions in West Asia, elevated crude/commodity prices, supply chain disruptions, and sharp inflation.
Last quarter's promises, checked
Delivered
- Guided 15-16% EBITDA margin → delivered 20.53% (= BEAT)
- Guided defense execution in next quarter → delivered defense/CE growth (= BEAT)
- Guided calibrated pricing actions → delivered margin expansion via pricing (= BEAT)
Partly delivered
- Guided 15-20% Q1 volume growth → delivered 19.5% revenue growth (= PARTIAL)
Earnings Call filed with BSE, NSE: ACE. Summary written with AI assistance from 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.
More from Action Construction Equipment Ltd
All →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.
Action Construction Equipment Other Announcement
Action Construction Equipment has dispatched letters to shareholders whose emails are unregistered, providing web links and QR codes to access the 32nd AGM and Annual Report.
Action Construction Equipment Investor Presentation: Key Takeaways
Action Construction Equipment recorded its best-ever Q1 FY27 performance with consolidated revenue growing 22% YoY. Growth was driven by Cranes and Construction Equipment segments despite volatile commodity costs and geopolitical tensions.
Action Construction Equipment Q1 FY27 Results: Net Profit ₹119.5 Cr, Up 22.3% YoY
Action Construction Equipment Ltd reported revenue from operations of ₹785.7 Cr (+20.5% YoY) and net profit of ₹119.5 Cr (+22.3% YoY) for Q1 FY27.
- Key figure
- Net profit ₹119.5 Cr · +22.3% YoY
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.
Action Construction Equipment Earnings Call: Key Takeaways
ACE delivered a resilient FY26 with record EBITDA margins despite flat revenue. The narrative focuses on margin protection via aggressive price hikes and strategic diversification into defense and heavy cranes to offset core volume volatility.