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Earnings Call

EPACK Durables Earnings Call: Key Takeaways

EPACK faced a tough FY26 with falling revenues and margins due to adverse weather and inventory pile-ups, partially offset by a one-time RIPS incentive.

Highlights
Revenue growthRevenue declined 8% QoQ and 12.7% for the full fiscal year.
MarginsMargins contracted significantly due to RAC underutilization and promotional intensity.
Order bookCurrent order book described as strong with recovery path visible.
Demand visibilityImproving demand visibility for FY27 following normalization of industry inventory levels.
Management confidenceCautiously optimistic for FY27 despite significant inventory and regulatory headwinds.

Growth

Revenue fell 12.7% YoY; growth quality is poor as non-AC segments surged while core RAC struggled.

Outlook

Targeting ₹5,000cr revenue by FY28/29 and ₹170-200cr additional capex in next 12 months.

Risks

PLI income reversal of ₹32.4cr and major trade receivable dispute of ₹19.6cr signal internal/regulatory friction.

Source

Earnings Call filed with NSE, 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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