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Action Construction Equipment Limited strategy deck summary

NSE: ACE · BSE: 532762

Strategy deck of 17 Nov 2025, summarised by AI from the filing.

ACE reported H1 FY26 total income of ₹14,768 mn, down 4.9% year-on-year, and received its largest defence order worth ₹420 cr.

Key takeaways

  1. H1 FY26 results Total income ₹14,768 mn (H1 FY25: ₹15,527 mn, -4.9%); EBITDA ₹2,823 mn (H1 FY25: ₹2,689 mn, +5.0%); PAT ₹1,878 mn (H1 FY25: ₹1,790 mn, +4.9%).
  2. Export guidance Management intends to increase export contribution to total revenues to a significant share over the next 2-3 years.
  3. Defence order Received single largest order from Ministry of Defence for 1,121 Rough Terrain Forklifts (Telehandlers) amounting to ₹420 cr.
  4. Growth driver Government’s proposed anti-dumping duty on Chinese crane imports signals support for domestic manufacturing.
  5. Risk Total income declined in H1-FY26 compared to H1-FY25.

Original filing on BSE

Action Construction Equipment Limited Q1 FY27 results

As filed: Revenue ₹786 cr (+21% year on year), EBITDA ₹118 cr (+27% year on year), PAT ₹119 cr (+22% year on year), EBITDA margin 15.0% (+74 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹1,029 cr (+7% year on year), EBITDA ₹172 cr (+5% year on year), PAT ₹111 cr (−7% year on year), EBITDA margin 16.8% (−32 bps). Score 35 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it; profit growth was well below it. EBITDA margin fell 32 bps year on year. Profit fell 5% from last quarter. Share price after the results: +8.8% in 30 days (Nifty 500: +2.5%).
  • Q3 FY26: Revenue ₹855 cr (−2% year on year), EBITDA ₹130 cr (−3% year on year), PAT ₹116 cr (+4% year on year), EBITDA margin 15.2% (−13 bps). Score 25 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin fell 13 bps year on year. Share price after the results: +0.7% in 30 days (Nifty 500: −3.2%).
  • Q2 FY26: Revenue ₹744 cr (−2% year on year), EBITDA ₹110 cr (+1% year on year), PAT ₹90.0 cr (−5% year on year), EBITDA margin 14.8% (+39 bps). Score 23 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin rose 39 bps year on year. Profit fell 8% from last quarter. Share price after the results: −10.2% in 29 days (Nifty 500: +1.4%).
  • Q1 FY26: Revenue ₹652 cr (−11% year on year), EBITDA ₹93.0 cr (−5% year on year), PAT ₹98.0 cr (+17% year on year), EBITDA margin 14.3% (+91 bps). Score 13 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin rose 91 bps year on year. Other income 40% of PBT. Revenue fell 32% from last quarter. Profit rose ₹14.0 cr on a year ago, against ₹16.0 cr the year before. Share price after the results: −2.0% in 28 days (Nifty 500: +1.7%).
  • Q4 FY25: Revenue ₹961 cr (+15% year on year), EBITDA ₹164 cr (+26% year on year), PAT ₹119 cr (+21% year on year), EBITDA margin 17.1% (+152 bps). Score 34 of 100, Below trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin rose 152 bps year on year. Share price after the results: −9.7% in 30 days (Nifty 500: +2.7%).
  • Q3 FY25: Revenue ₹875 cr (+16% year on year), EBITDA ₹134 cr (+30% year on year), PAT ₹112 cr (+27% year on year), EBITDA margin 15.3% (+164 bps). Score 36 of 100, Below trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin rose 164 bps year on year.
  • Q2 FY25: Revenue ₹757 cr (+12% year on year), EBITDA ₹109 cr (+22% year on year), PAT ₹95.0 cr (+28% year on year), EBITDA margin 14.4% (+117 bps). Score 57 of 100, In line with trend. EBITDA margin rose 117 bps year on year. Other income 27% of PBT. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Action Construction Equipment Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.