EKCNSEEverest Kanto Cylinder Limited· GasMediumNeutral
Announced Sat, 21 Feb · 17:34 IST

Everest Kanto Cylinder Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDF

EKC · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Everest Kanto Cylinder reported strong Q3 FY26 results, with consolidated revenue of Rs. 365.1 crore and EBITDA up 48% year-on-year to Rs. 59.2 crore, expanding margins by 534 basis points to 16.2%. Consolidated profit after tax grew 98.9% YoY to Rs. 35.7 crore, while standalone EBITDA margins jumped to 23.1% from 14.9% last year. The management attributed the performance to improved realisations, a favourable product mix (CNG commercial vehicles, defence, and semiconductor cylinders), and cost discipline. Management guided for sustainable EBITDA margins of 15-17% and revenue growth of 15-20%. The company disclosed a US order book of around USD 75 million, approved USD 5.5 million capex at its US subsidiary for Type 4 cylinder capacity, and expects the Egypt facility to start by May 2026 contributing Rs. 50-60 crore in its first year. Capacity utilisation across plants stands at about 75%, with the Mundra greenfield facility partially operational.

Likely market impact

Strong quarterly beat, positive forward guidance on margins and growth, and a visible order pipeline across geographies are likely to support investor sentiment. Capacity additions in India, the US, and Egypt position the company for sustained multi-year revenue growth.