EPACK Durable Limited has informed the Exchange about Investor Presentation

EPACK Durable's Q2-FY26 results were severely hit by the GST transition (28% to 18%) and unseasonal rains, with operating revenue falling 43.4% QoQ to INR 2,133 Mn and EBITDA collapsing 94.8% QoQ to just INR 5 Mn (0.23% margin), pushing the company to a net loss of INR 222 Mn. For H1-FY26, revenue declined 23.9% YoY to INR 8,757 Mn, but EBITDA margin actually improved 110 bps YoY to 6.44%, with PAT at INR 6 Mn. The company is actively diversifying away from its core RAC business (now 56% of revenue vs 80% in FY23), with Components growing 89.7% YoY and SDA/LDA growing 36% YoY in H1. Key strategic moves include a Hisense partnership targeting $1 billion incremental revenue over 5 years, the EPAVO JV with Ram Ratna Group for BLDC motors, and participation in the government's ECMS scheme. A INR 4,500-5,000 Mn capex plan is slated for completion by end of Q1 FY26-27 to expand capacity for FY27 onwards.