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Earnings Call

EPACK Durables Earnings Call: Key Takeaways

EPACK Durable reported Q4 FY26 revenue of ₹591 cr (down 8% YoY) and PAT of ₹2.4 lakh, impacted by PLI reversals and RAC industry headwinds.

Why this was an Alfa AlertNot a filter event. Financials declined YoY and no material beat over management's prior guidance was reported.
Highlights
Revenue growthFY26 revenue declined 12.7% YoY to ₹1,894 cr.
MarginsEBITDA margins fell to 6.01% in FY26 from 7.26%.
Order bookCurrent order book is strong; fresh manufacturing orders pouring in.
Demand visibilityStrong pull in trade; Q1 FY27 industry growth seen at 15%.
Management confidenceHigh for long-term; expecting recovery and strong Q1 FY27.

Growth

FY26 revenue fell 12.7% YoY to ₹1,894 cr. EBITDA dropped 27.7% to ₹113.9 cr. SDA/LDA segments grew 53%.

Outlook

Targets ₹5,000 cr revenue in 2-3 years. FY27 capex planned at ₹170-200 cr for capacity expansion in Bhiwadi and Sri City.

Risks

RAC sector hit by unseasonal weather, inventory recalibration, commodity inflation, and a ₹32.42 cr PLI income reversal.

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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Value
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