Please find attached the transcript of the Investors Conference Call on the Standalone and Consolidated Unaudited Financial Results for the quarter ended June 30, 2025
EPACK · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
EPACK Durable reported Q1 FY26 revenue of INR 662 crores, up 14% YoY, with EBITDA margin expanding 156 bps to 8.24% on better product mix. Net profit was INR 23 crores, down 2% YoY, but net margin improved 43 bps to 3.46%. The RAC (room AC) segment declined 34% YoY due to unseasonal rains and channel inventory overhang, while the industry itself degrew 30-35%. SDA grew 16% (air fryers leading), LDA grew 29%, and Components grew 5-6%. The company added 14 new customers and entered the energy meter components space. Management reiterated FY26 EBITDA margin guidance of 7.5%+ with medium-term target of 8%, and overall capex of INR 450-500 crores over the next 12 months.
Q1 results show margin resilience despite weak RAC demand, supported by diversification into SDA, LDA and Components. Management's confident full-year guidance and the Hisense partnership ($1 billion cumulative revenue target over 4-5 years) suggest growth visibility, though near-term RAC headwinds and the unresolved customs/copper import issue remain watchpoints for shareholders.