ACEBSEACTION CONST EQUIP LTDMediumNeutral
Announced Fri, 24 Jul · 15:53 IST

ACE Q1 FY27 earnings call: best-ever Q1, PAT up 22% to INR 118.6 cr

Promoter Disclosed Acquisition PlansOrder Pipeline DisclosedInvestor Communications View source PDF

ACE · price

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Price reaction · full curve 14 horizons · vs prior close
1-day move
₹1041.60
prior close
₹1050.00
base price
After-mkt
timing
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+1.6+1.6+2.3+2.2
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AI summary

ACE reported best-ever Q1 with standalone total income up 19% YoY at INR 836 cr. EBITDA rose 19.66% to INR 170.58 cr, margin at 20.40% (up 12 bps). PAT grew 22.47% to INR 118.59 cr. Cranes revenue up 22% to INR 738 cr. KATO JV starts end-July with INR 200 cr investment. Defense targets 5-6% of revenue. Three price hikes of about 10% offset 11-12% commodity inflation. Capex INR 200-250 cr for FY27. Full-year guidance deferred to September.

Likely market impact

Strong Q1 with margin expansion despite commodity pressure. KATO JV and defense expansion support medium-term growth.