Elgi Equipments Limited has informed the Exchange about Presentation to be made at the Annual Analyst Meeting to be held today
ELGIEQUIP · price
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Awaiting price reaction for this filing.
Elgi Equipments held its Annual Analyst/Investor Meeting on Feb 26, 2026, sharing FY26 estimates and a new multi-year growth plan. FY26 revenue is estimated at INR 38,800 Mn (+11% YoY), EBITDA at INR 5,652 Mn (15% margin), and net cash position expected to rise to INR 6,500 Mn by March 2026 from INR 598 Mn in March 2022. The new FY31 Strategic Business Plan targets revenue of USD 750 Mn (11% CAGR), 18% EBITDA margin, and 35% ROCE, with 2/3 of growth coming from markets outside India. The company highlighted new launches including the patented 'Demand=Match' system (up to 18% energy savings), heat recovery units, a Super Premium compressor series, and a new vacuum pump assembly line in Coimbatore set up in partnership with D.V.P. Vacuum Technology of Italy.
The presentation reinforces Elgi's growth runway with a clear 5-year plan and improving margins/returns. Strong cash generation and a net cash balance sheet support continued dividend payouts and capex. Near-term stock reaction is likely positive given FY26 tracking close to plan and visible margin expansion roadmap.