Please find enclosed herewith transcript of the Investors'' Conference Call held on May 28, 2025, in respect of the Audited Financial Results (Standalone & Consolidated) for the Quarter and Financial Year ended March 31, 2025
EPACK · price
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EPACK Durable reported FY25 revenue of ₹2,171 crores, up 53% YoY, with EBITDA of ₹158 crores (margin 7.26%) and net profit of ₹55 crores, up 56% YoY. Q4 FY25 revenue grew 22% YoY to ₹643 crores with EBITDA margin expanding to 11.21%. Management guided for revenue growth of more than 35% in FY26 while maintaining EBITDA margins at 7.5%+, with a medium-term target of 8%+. The company plans ₹450-500 crores of capex over 12-18 months, funded by ₹230 crores of IPO proceeds, ₹100 crores of term loans, and ₹100-150 crores from internal accruals, to expand plants from 4 to 6, grow the customer base from 55 to 70, and push asset turnover toward 4x by FY27. New greenfield facilities in Bhiwadi, a new Epavo BLDC motors JV (production from Q2 FY26), and a Hisense-focused subsidiary are key growth drivers, along with expansion into washing machines, air fryers, and other small domestic appliances.
Strong FY25 performance and positive multi-year guidance (35%+ revenue growth, margin expansion to 8%+, asset turn to 4x) should support investor sentiment, though near-term Q1 FY26 faces AC demand softness from unseasonal rains and trade inventory build-up. The capex plan signals aggressive expansion but will keep leverage moderate even with healthy internal accruals.