EPACK Durable Limited — Investor Meet, 28-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

EPACK Durable reported strong Q3 FY'26 with revenue up 13.5% to INR 427.8 Cr and EBITDA up 31.5% to INR 31.7 Cr, expanding margins to 7.41%. Net profit grew 4% to INR 2.6 Cr. While AC declined slightly, SDA surged 30% and Components 61% YoY, driven by new customers and products. LDA grew 74%, led by washing machines. Management diversifies, aiming for AC to be 55% of revenue medium-term, with SDA/LDA at 25% and Components 20-25%. Ongoing capex supports growth. The AC market expects 15-20% growth in calendar '26, despite 8-10% price hikes from new BEE norms and commodity costs. Management is confident in strategic growth.