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Earnings Call

Everest Kanto Cylinder Earnings Call: Key Takeaways

EKC reported robust FY26 performance with 50.1% PAT growth. Strategy focuses on expanding high-value segments like semiconductors and defense while ramping up new greenfield capacity in Mundra and Egypt.

Why this was an Alfa AlertNot a filter event. No specific prior guidance range was provided to compare against reported metrics.
Highlights
Revenue growthConsolidated FY26 revenue at Rs. 1,470.6 crore.
MarginsConsolidated EBITDA margins improved 210 bps to 13.8%.
Order book$75 million for USA subsidiary over 18-24 months.
Demand visibilityStrong adoption in India's mobility; growth in semiconductor/defense sectors.
Management confidenceHigh; citing strong demand in CNG and industrial applications.

Growth

FY26 consolidated revenue Rs. 1,470.6cr; EBITDA up 15.7% to Rs. 203cr (13.8% margin); PAT up 50.1% to Rs. 146.7cr.

Outlook

Mundra facility operational; Egypt starting shortly. US order book $75M for 18-24 months. Rs. 162cr CWIP for global expansions.

Risks

Middle East geopolitical tension impacting Dubai shipments; fuel price volatility affecting CNG adoption rates; pending GST HSN clarification.

Last quarter's promises, checked

Delivered

  • Guided Mundra facility operations → Commenced operations at Mundra (= BEAT)
  • Guided sustainable 15-17% EBITDA margins → Delivered 16.2% consolidated margin (= BEAT)
  • Guided Egypt facility progress → Facility progressing steadily for May 2026 start (= BEAT)

Partly delivered

  • Guided 15-20% revenue growth → Current call reports Rs. 365.1cr revenue (quarterly) vs FY26 total (= PARTIAL)
Source

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

Read the document ↗

Everest Kanto Cylinder Ltd: key numbers

Share price
₹110.28
Market cap
₹1,237 Cr
Revenue (annual)
₹1,471 Cr
Net profit (annual)
₹146.8 Cr
P/E (TTM)
9.9×Sector 53.6×
Promoter holding
67.39%+0.00% QoQ
FII holding
1.19%Current quarter

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

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