ALFA Finder| Management target | Revenue 18.0% FY27 |
|---|
| Revenue growth | Total revenue +20.5% YoY to ₹932 Cr; H1 +20%. |
|---|---|
| Margins | EBITDA 19.31%, +143 bps YoY; H1 19.89%, +77 bps. |
| Order book | Defence book ~₹500 Cr (1.5–2 yrs); total ~₹800–1,000 Cr incl. exports. |
| Demand visibility | Robust Sept–Oct bookings; 55–60% of revenue expected in H2. |
| Management confidence | Balanced-to-optimistic: 'best ever Q2' claim, hedged 'cautiously optimistic' guidance. |
Growth
Revenue +20.5% YoY, ~3% price-led in H1; units +20%. ₹50 Cr exceptional inflates PAT margin.
Outlook
FY27 revenue growth guided 18–20%; margins to hold via pricing. Steel up 10–12%; further hikes around January.
Risks
Steel up 10–12% again in October; price-hike lag risks margins. Inventory ₹832 Cr vs ~₹600 Cr normal; ₹50 Cr one-off flatters PAT.
Earnings Call Transcript filed with NSE, NSE: ACE. Summary written with AI assistance from the document.
Action Construction Equipment Ltd: key numbers
- Share price
- ₹1,180.00
- Market cap
- ₹14,052 Cr
- Revenue (annual)
- ₹3,280 Cr
- Net profit (annual)
- ₹415.1 Cr
- P/E (TTM)
- 27.5×Sector 33.1×
- 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 Debt & Borrowing
Action Construction Equipment fully redeemed 700 commercial paper units maturing November 12, 2026, per ICICI Bank's certificate. The ISIN is de-activated after redemption.
Action Construction Equipment Investor Presentation: Key Takeaways
Q2 FY27 consolidated total income INR 9,322 Mn (+20.5% YoY), normalized EBITDA INR 1,800 Mn (+30.2%), margin 19.31% (+143 bps). Reported PAT INR 1,643 Mn (+82.4%) includes INR 500 Mn exceptional gain from ACE-KATO slump sale.
Action Construction Equipment Q2 FY27 Results: Net Profit ₹164.2 Cr, Up 82.2% YoY
Action Construction Equipment Ltd reported revenue from operations of ₹886.1 Cr (+19.1% YoY) and net profit of ₹164.2 Cr (+82.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹164.2 Cr · +82.2% YoY
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.