ACE Q2FY26 Earnings Call Transcript
ACE reports flat Q2FY26 revenue at ₹782.18 crore, EBITDA at ₹151.75 crore. Expects flattish to single-digit revenue growth in FY26. Anti-dumping duties on crane imports a positive.
The announcement provides details on the earnings call and the transcript release, giving useful insights to investors. The anti-dumping duty is a positive development.
The company reported increased EBITDA, PBT and PAT margins, and anticipates flattish to single-digit revenue growth. The anti-dumping duty is also a positive sign.
* Action Construction Equipment Limited (ACE) held an earnings conference call on November 7, 2025, to discuss the Q2FY26 results. * Total income was flat year-on-year at ₹782.18 crore, with an EBITDA margin of 19.40%. * EBITDA increased by 6.72% to ₹151.75 crore, PBT expanded to ₹137.49 crore, and PAT reached ₹103.87 crore. * The company recorded sales of 2,348 units in the quarter, down by 18% Y-o-Y. * For H1 FY26, total income was ₹1,485 crore, down by approximately 4% Y-o-Y. EBITDA grew by 10% to ₹294.30 crore, and PAT grew by 12.7% to ₹200.70 crore. * The company expects flattish to single-digit revenue growth in FY26 and a modest expansion in EBITDA margins. * The government's recommendation to impose anti-dumping duties on certain crane imports from China is a significant positive for the domestic construction equipment sector.
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Action Construction Equipment Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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