EPACK Durable Limited has informed the Exchange about Investor Presentation
EPACK · price
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EPACK Durable reported Q1-FY26 operating revenue of INR 6,624 Mn, down 14.4% YoY, mainly due to a sharp 34% YoY decline in the RAC (air conditioner) segment caused by adverse weather and excess inventory in the industry. Despite the revenue dip, EBITDA rose 5.6% YoY to INR 546 Mn with margins expanding 156 bps to 8.24%, supported by a better product mix from growing SDA (+16% YoY), Components (+556% YoY), and LDA (+29% YoY) segments. Net profit stood at INR 229 Mn (-2.1% YoY) with EPS of INR 2.39. The company is investing INR 4,500-5,000 Mn in capex by end of Q1 FY26-27, expanding into a new Sri City facility (EMTPL), and has secured a strategic partnership with Hisense targeting $1 billion in incremental revenue over five years, alongside a 50:50 JV (EPAVO) with Ram Ratna Group for BLDC motors and HVAC products.
Mixed quarter for shareholders — weak RAC season weighed on topline and profit, but margin expansion and strong diversification into components and SDA show resilience. The Hisense partnership and capacity expansion plan are positive forward-looking catalysts, though near-term performance will depend on RAC demand recovery and execution of new initiatives.