EPACKBSEEPACK DURABLE LIMITEDMediumNeutral
Announced Tue, 18 Aug · 16:19 IST

EPACK Durable Q1 FY27 call: Revenue up 34% to INR886 cr; like-to-like margins improve

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDFExplain this filing

EPACK · price

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Price reaction · full curve 14 horizons · vs prior close
-3.1%1-day move
₹210.87
prior close
₹209.57
base price
After-mkt
timing
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+0.8+0.5+0.4-0.1-3.1-3.9
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AI summary

EPACK Durable Q1 FY27 revenue at INR886 cr, up 34% YoY. RAC up 44%, SDA/LDA up 68%. EBITDA INR55 cr, margin 6.21% vs 8.24% last year. CFO noted like-to-like margin improved 15 bps after stripping prior year PLI income. Net profit INR11.8 cr. Forex loss hit margins. Hisense delivered 35,000 ACs and INR65 cr revenue in Q1. Sri City utilization doubled to about 50%. Management retains INR5,000 cr FY29 target, plans PLI discount reversal to normalize margins.

Likely market impact

Strong revenue growth and margin improvement on like-to-like basis; FY29 target intact; PLI reversal should normalize margins ahead.