EPACK Durable Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

EPACK Durable's Q2 revenue was 213 Cr (-43% QoQ), with EBITDA at 0.5 Cr and a Net Loss of 22 Cr, impacted by unseasonal rains and GST changes affecting the AC market. H1 results were also soft. Management expects the AC industry to be flat in FY26 but sees a very promising Calendar Year 2026. Diversification is key: SDA grew 45% QoQ (led by air fryers), Components surged 73% QoQ (non-AC), and LDA rose 466% QoQ (from a small base). New capacity at the Hisense Sri City AC facility begins mass production by year-end. Overall, management is confident about long-term growth and its diversification strategy.