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Earnings Call

EPACK Durables Earnings Call: Key Takeaways

EPACK Durable reported FY26 revenue of ₹18,945 Mn, a 12.7% YoY decline. Profitability was severely impacted by a one-time PLI reversal of ₹324 Mn, though non-AC segments saw robust growth.

Why this was an Alfa AlertNot a filter event. Financials missed prior year levels and no specific beat against management's own guidance was stated.
Highlights
Revenue growth(12.7%) YoY for FY26.
MarginsEBITDA margin compressed to 6.01% from 7.26%.
Order bookRobust pipeline for heat exchangers and PCBs.
Demand visibilityExpects recovery from improved summer and normalized inventory.
Management confidenceOptimistic on medium-term growth and FY27 outlook.

Growth

AC sales fell 33.2% due to weather; SDA & LDA grew 34.8%; Components surged 102.8%.

Outlook

Planned ₹4,700 Mn capex by Q2 FY27; entering Energy Meter segment; optimistic on FY27 summer recovery.

Risks

Weather-led demand disruption, BEE norm transitions, and material impact from PLI income reversal.

Source

Earnings Call filed with BSE, NSE: EPACK. Summary written with AI assistance from the document.

Read the document ↗

EPACK Durables Ltd: key numbers

Share price
₹180.32
Market cap
₹1,736 Cr
Revenue (annual)
₹1,894 Cr
Net profit (annual)
₹3.26 Cr
P/E (TTM)
-222.2×Sector 45.9×
Promoter holding
46.45%-0.73% QoQ
FII holding
0.34%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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