| 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
- ₹1,226.60
- 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 Earnings Call: Key Takeaways
ACE reported its best-ever Q1 with 19.5% revenue growth and significant margin expansion, driven by strong Construction Equipment performance and prudent cost management.
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.