ALFA Finder| Management target | Revenue FY27 |
|---|
| Revenue growth | 19% YoY standalone; 22% YoY consolidated in primary segments. |
|---|---|
| Margins | EBITDA margin 20.40%; aim to sustain >15% operating levels. |
| Order book | Big defense order execution starts August; repeat orders expected. |
| Demand visibility | Strong domestic fundamentals; cautious on monsoon and geopolitical uncertainty. |
| Management confidence | High on domestic infra demand and defense order execution. |
Growth
Stand-alone total income grew 19% to INR 836 Cr; EBITDA grew 19.66% to INR 170.58 Cr; PAT grew 22.47% to INR 118.59 Cr.
Outlook
KATO JV begins end-July 2026; targeting INR 500 Cr turnover from new defense facility; Capex INR 200-250 Cr for FY27.
Risks
Rising commodity prices (steel up 20%), elevated freight costs, geopolitical instability in West Asia, and seasonal monsoon-related demand slowdown.
Last quarter's promises, checked
Delivered
- Guided >15% operating margins → delivered 20.40% (= BEAT)
- Guided execution of defense orders in next quarter → delivered execution starting August (= BEAT)
- Guided FY27 Capex ~INR 200 Cr → delivered INR 200-250 Cr plan (= BEAT)
Partly delivered
- Guided KATO JV start in Q1 FY27 → delivered start end-July 2026 (= PARTIAL)
Investor Presentation 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