Ajax Engineering Earnings Call Transcript: Key Takeaways
Q2 revenue +9.5% and PAT +30.4%, but H1 growth is price-aided and EBITDA margin slipped to 11.5%. Management hedges on H2 recovery and margins amid a steel cost surge; spares fell 4.7% in Q2.
ALFA Filings
Every announcement, straight from the exchange
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
Announcement type
Time
4 announcements with these filters
Q2 revenue +9.5% and PAT +30.4%, but H1 growth is price-aided and EBITDA margin slipped to 11.5%. Management hedges on H2 recovery and margins amid a steel cost surge; spares fell 4.7% in Q2.
Q1 FY27 revenue grew marginally by 1.7% to ₹4,746 mn with PAT up 5.2%. Strategy focuses on maintaining SLCM leadership (75.1% market share) and expanding non-SLCM segments.
Ajax Engineering reported FY26 revenue of ₹2,103cr with 12.6% EBITDA margins. The company maintained its SLCM market leadership (73.5%) despite emission norm transitions and slower government capex spending.
AJAX Engineering reported FY26 revenue of ₹21,025 Mn (+1% YoY) and PAT of ₹2,251 Mn (-13% YoY). Market leadership maintained at 73.5% in SLCM segment despite industry headwinds.