Action Construction Equipment Limited — Investor Meet, 09-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Action Construction Equipment (ACE) saw Q3FY26 total income flat YoY at 888 Cr, but PAT grew 8.15% to 115.88 Cr, expanding margins. For 9MFY26, PAT rose 11% to 316 Cr despite a 3.21% revenue dip. Management notes Q3 demand recovery and expects flat FY26 revenue with improved margins. Outlook is positive, driven by strong infrastructure spending and policy support. ACE is leveraging new technology (AI-assisted, enhanced safety cranes) and its 5,500 Cr capacity for targeted growth towards 6,000-7,000 Cr by FY29-30, alongside increasing defense and export contributions. The company is confident in its strategic initiatives and market position.