EPACK Durable Limited has informed the Exchange about Investor Presentation
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EPACK Durable reported FY26 operating revenue of INR 18,945 Mn (down 12.7% YoY) and EBITDA of INR 1,139 Mn (down 27.7% YoY) with margins contracting to 6.01% from 7.26%. Net profit dropped sharply to INR 33 Mn (down 94% YoY) due to a one-time PLI income reversal of INR 324.20 Mn in Q4, though excluding this, underlying performance reflects business strength. RAC segment declined 33.2% due to weather disruption and market normalization, while diversification paid off with SDA & LDA growing 34.8% and Components surging 102.8% YoY. The company recognized INR 217.74 Mn Rajasthan state incentive income and invested INR 4,700 Mn in strategic capex across five manufacturing locations. Non-RAC contribution increased to 42% of revenue from 20% in FY23, while top-2 customer concentration reduced from 72% to 37%. Management projects FY27 recovery driven by improved summer conditions, normalized inventory, and operating leverage.
FY26 was a transition year with near-term profitability impacted by RAC weakness and one-time PLI reversal. However, strong growth in diversified segments and improving customer mix position the company for margin expansion in FY27. Shareholders may see recovery as operating leverage kicks in and RAC demand normalizes.