ALFA Finder| 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
- ₹1,196.75
- Market cap
- ₹14,251 Cr
- Revenue (annual)
- ₹3,280 Cr
- Net profit (annual)
- ₹415.1 Cr
- P/E (TTM)
- 32.6×Sector 32.5×
- 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.
More from Action Construction Equipment Ltd
All →Action Construction Equipment Board Meeting Date
Action Construction Equipment scheduled its board meeting for November 12, 2026 to approve Q1 and H1 FY27 unaudited results. No material decision has been taken yet.
Action Construction Equipment Debt & Borrowing
Action Construction Equipment submitted a quarterly CFO certificate confirming the utilization of commercial paper proceeds and providing details of outstanding debt as of September 30, 2026.
Action Construction Equipment Other Announcement
The company has filed its quarterly shareholding pattern for the period ended September 30, 2026, as required by SEBI (LODR) regulations.
Action Construction Equipment Other Announcement
A Designated Person of Action Construction Equipment Ltd sold equity shares worth Rs. 0.49 Crore via a market sale. The transaction reduced their individual holding from 12,190 to 8,131 shares.
- Value
- ₹0.49 Cr
Action Construction Equipment Other Announcement
Designated Person Ajay Malik sold 6,333 equity shares of Action Construction Equipment Ltd for a total value of ₹0.79 Crore.
- Value
- ₹0.79 Cr
Action Construction Equipment Bags New Order from Border Road Organisation, Ministry of Defence
Action Construction Equipment Limited secured an order for 74 units of 4X4 Backhoe Loaders. The contract was awarded by the Border Road Organisation, Ministry of Defence.
- From
- Border Road Organisation, Ministry of Defence (MoD)
- Backhoe Loaders
- 74.0 units