Announced Fri, 24 Jul · 16:14 IST
ACE Q1FY27 call: best-ever Q1, INR836cr revenue, margins defended
Mgmt Guided Margin PressurePromoter Disclosed Acquisition PlansOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDF
ACE · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Price reaction · full curve 14 horizons · vs prior close
—1-day move
₹1041.60
prior close
₹1050.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.6+1.6+2.3+2.2——————————
Up moveDown movePending
AI summary
ACE posted best-ever Q1FY27 with revenue at INR836 crores, up 19% YoY. EBITDA grew 19.66% to INR170.58 crores, margin at 20.40%. PAT rose 22.47% to INR118.59 crores. Margins faced commodity pressure; steel up 20%, input inflation 11-12%. Company took about 10% price hike to offset, aims to sustain margins near 15-16%. KATO JV (INR200 cr) starts late July. Defense revenue expected INR200+ crores. FY27 capex guided at INR200-250 crores.
Likely market impact
Solid Q1 with margin defense despite cost headwinds. Growth guidance deferred to September. Inorganic growth and KATO JV are key future drivers.