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Investor Presentation

EPACK Durables Investor Presentation: Key Takeaways

EPACK reported record Q1 revenue of ₹8,860 Mn, up 33.8% YoY, though EBITDA margin compressed 203 bps to 6.21% due to input cost pressures and lack of PLI accrual.

Highlights
Revenue growth33.8% YoY driven by RAC and SDA.
MarginsCompressed by 203 bps YoY; targeting recovery.
Order bookHealthy order inflow in SDA & LDA.
Demand visibilityStrong peak-season demand for RAC.

Growth

Revenue grew 33.8% YoY; RAC segment up 43.8% and SDA/LDA up 68.9%. PAT fell 48.5% YoY to ₹118 Mn.

Outlook

Ongoing ₹4,700 Mn capex for backward integration and capacity expansion. Aiming for margin recovery through operating leverage and SDA/LDA growth.

Risks

Margin pressure from input costs, higher depreciation (+30.7%), finance costs (+27%), and seasonal dependence on RAC peaking.

Last quarter's promises, checked

Delivered

  • Guided Q1 industry growth ~15% → delivered 33.8% (= BEAT)
  • Guided SDA/LDA growth → delivered 68.9% (= BEAT)
  • Guided RAC recovery vs Q4 → delivered 43.8% growth (= BEAT)

Partly delivered

  • Guided ₹170-200 Cr FY27 Capex → ₹4,700 Mn program ongoing (= PARTIAL)

Missed

  • Guided stable margins 7.5-8.25% → delivered 6.21% (= MISS)
  • Guided PLI accrual of ₹60 Cr → delivered ₹0 due to scrutiny (= MISS)
Source

Investor Presentation 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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