Action Construction Equipment Limited — Investor Meet, 26-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

ACE reported FY26 revenue of 3,395 Cr. EBITDA rose 4% to 622.36 Cr (18.33% margin), and PAT grew 5.4% to 425 Cr. Q4 revenue was 1,021 Cr, EBITDA 163.7 Cr. Declared 2 INR/share dividend; company remains debt-free.

Geopolitical headwinds affect costs; demand stable. 9-10% price hikes aim to sustain 15-16% EBITDA margins. A 50-50 JV with KATO, Japan, targets 300 Cr in heavy cranes. 575 Cr defense orders provide growth. Management remains confident in long-term prospects, focusing on operational excellence.