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Emmforce Autotech reported strong H1FY26 standalone results with turnover up 33.33% to ₹49.64 Cr and PAT rising 12.50% to ₹6.43 Cr, driven by improved capacity utilisation and a better product mix. Consolidated revenue grew 43.78%, though consolidated PAT fell 16.64% due to higher depreciation from new asset capitalisation in the subsidiary. The company secured a ₹10.50 Cr annual supply order from a US OEM for drivetrain parts and added three new US customers despite tariffs, with combined US business expected at ~₹10 Cr. Management highlighted a new greenfield facility, TAFE rotavator production since July 2025, and a forging plant shifting to two full shifts by FY26-end. Long-term revenue potential is pegged at ₹650 Crores over 3-5 years, with ₹400 Cr from drivetrain and ₹250 Cr from agri equipment.
The sharp revenue growth and new US OEM order signal strong order momentum, while the consolidated PAT dip from ramp-up costs is a near-term drag but should normalise as new capacity contributes. Investors should watch for execution of the ₹470 Cr order pipeline and margin trajectory as the forging plant scales to two shifts.