AJAX Engineering Limited Announces Q2 & H1 FY '26 Earnings Conference Call Transcript
AJAXENGG releases transcript of Q2 & H1 FY26 earnings call. Q2 revenue up 48% YoY to ₹445Cr, driven by SLCM growth. H1 revenue at ₹911Cr, up 18% YoY. Expects improved H2 margins with price adjustments.
The announcement provides information about the company's financial performance and future expectations, which could influence investor decisions and market perception.
The announcement primarily provides factual information regarding the transcript of the conference call and financial performance. No strong positive or negative sentiments are expressed.
* Transcript of the conference call with Analysts/ Investors held on November 14, 2025, regarding the financial results for the quarter and half-year ended September 30, 2025, is enclosed. * Revenue in Q2 FY '26 grew by 48% year-on-year to ₹445 crore, driven by strong growth in the SLCM segment. * SLCM volume and revenue grew by 51% and 55% year-on-year, respectively. * Non-SLCM volume and revenue grew by 8% and 12% year-on-year, respectively. * Spares and services revenue in Q2 grew by 26% year-on-year. * EBITDA for Q2 FY '26 stood at ₹45 crore, growing by about 16% year-on-year; EBITDA margin declined to 10.2%. * Profit after tax for the quarter stood at ₹39 crore. * Revenue for H1 FY '26 stood at ₹911 crore, reflecting a growth of 18% year-on-year. * EBITDA for H1 FY '26 stood at about ₹107 crore, declining by 11% year-on-year; EBITDA margin stood at 11.7%. * Expects an improvement in the margin profile in H2 owing to operating leverage and anticipated price adjustments. * Expects EBITDA margin decline of around 150 to 200 basis points for full-year FY '26 compared to FY '25. * Cash balance in investments is about ₹710 crore, and the liquid cash balance is about ₹35 crore-₹37 crore. * Shubhabrata Saha, Managing Director and CEO of AJAX Engineering Limited, mentioned that the product has stood out very well, and there aren't any hiccups or issues noticed so far in the way people have operated the machine on the ground.
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Ajax Engineering 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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See the model portfoliosA plain-language summary of a public exchange filing by Ajax Engineering Limited. Read the original for the full detail.