Action Construction Equipment Limited — Investor Meet, 13-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Action Construction Equipment's Q2 FY26 total income was flattish YoY at Rs. 782.18 Cr. EBITDA grew 6.72% to Rs. 151.75 Cr (19.40% margin), and PAT rose to Rs. 103.87 Cr (13.28% margin). For H1 FY26, revenue was Rs. 1,485 Cr (down 4% YoY), but EBITDA increased 10% to Rs. 294.30 Cr (19.82% margin) and PAT surged 12.7% to Rs. 200.70 Cr (13.51% margin). Management sees Q2 as a recovery sign after a soft H1 due to emission norm transition and monsoons. The FY26 outlook indicates flattish to single-digit revenue growth and modest EBITDA margin expansion. Anti-dumping duties on heavy cranes and a planned JV are significant structural positives, fueling confidence in long-term growth and profitability.