Copy of the Un-audited financial results (Standalone and Consolidated) along with the limited review reports (Standalone and Consolidated) of the Auditors for the quarter ended June 30, 2025.
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Action Construction Equipment reported Q1 FY26 standalone revenue of Rs. 65,194 lakhs, down about 11% from Rs. 73,363 lakhs in Q1 FY25, mainly due to a sharp fall in the Cranes and Material Handling segment. Despite the revenue dip, standalone profit after tax rose to Rs. 9,683 lakhs from Rs. 8,371 lakhs, a growth of roughly 15.7% YoY, supported by a big jump in other income (Rs. 5,101 lakhs vs Rs. 2,736 lakhs) and lower raw material and other costs. Operating margin (Adjusted EBITDA/Revenue) improved to 14.04% from 13.38%, and net profit margin expanded sharply to 13.77% from 11.00%. Consolidated results were broadly in line, with revenue at Rs. 65,208 lakhs and PAT at Rs. 9,772 lakhs. The Board has also recommended a final dividend of Rs. 2 per share (100%) for FY25, subject to shareholder approval at the AGM on August 29, 2025. Auditors B S R & Co. LLP issued an unmodified limited review conclusion on both standalone and consolidated results.
Mixed signals for shareholders: the topline is clearly weaker year-on-year, but profitability and margins have expanded, leading to healthy PAT and EPS growth and a continuing dividend. Investors will likely focus on whether the revenue weakness in the core cranes segment is a temporary blip or a trend, while appreciating the strong bottom-line show.