Please find enclosed Press release on the Unaudited Standalone & Consolidated Financial Results of the Company for the First Quarter ended June 30, 2025
EPACK · price
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EPACK Durable reported Q1 FY26 consolidated revenue of INR 6,624 Mn, down 14.4% YoY, hit by unseasonal rains and surplus RAC inventory carried over from Q4 FY25. Despite the revenue dip, EBITDA rose 5.6% YoY to INR 546 Mn with margins expanding 156 bps to 8.24%, and net profit margin improved 43 bps to 3.46% on a better product mix. The RAC segment shrank 34% YoY on weak seasonal demand, while the Components segment surged 556% YoY driven by strong orders for PCBs, copper parts, and plastic moulding; the LDA segment grew 29% YoY. The company added 14 new customers (supply started with 3) and diversified into the energy meter component space. Management remains confident on full-year targets, citing the upcoming Sri City Hisense plant and healthy order pipeline in SDA and Components.
Near-term sentiment may be cautious due to the double-digit revenue decline in the core RAC business, but margin expansion, strong Components growth, new customer wins, and sector diversification point to improving fundamentals that could support the stock on a medium-term view.