Disclosure under Regulation 30 read with Schedule III of the securities Exchange Board of India (Listing Obligation and Disclosure Requirements) Regulations, 2015 -Transcript
EPACKPEB · price
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EPACK Prefab reported strong FY26 results with revenue up 35% to INR 1,525 crores and PAT up 56%. The company paid down INR 107 crores of debt and generated INR 135 crores free cash flow (85% EBITDA conversion). Capacity utilization reached 83% by Q4, prompting three capacity additions: Mambattu line 2 (operational), Ghiloth sandwich panel line (Q3 FY27), and Gujarat greenfield (Q4 FY27) totaling INR 150 crores capex. FY27 guidance: 30% revenue growth to INR 1,920-1,950 crores, EBITDA margins 10%+ (range bound 10.5-11.5%), and PAT margin improvement to ~6.5% from 6.1% due to lower debt costs. Order book stands at INR 1,117 crores with INR 5,000 crores pipeline and 15-20% win rate. New age sectors (renewables, data centers, semiconductors, EV) constitute 35-38% of order book. Sandwich panel line underperformance addressed with restructured sales team.
Management delivered on all IPO commitments in first full year as listed company. Strong cash generation and debt reduction signal improving credit profile. Growth guidance of 30% appears achievable given robust order book and pipeline. PAT margin expected to improve modestly as debt costs decline. Growth remains priority over margin expansion.