EPACK Durable Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

EPACK Durable's Q4 FY26 revenue fell 8% year-on-year to Rs. 591 crore, with EBITDA down 64.2% to Rs. 25.8 crore, significantly impacted by a Rs. 32.42 crore PLI reversal. Full-year revenue declined 12.7% to Rs. 1,894 crore. Management notes FY26 was challenging for the RAC segment, but anticipates strong Q1 FY27 demand with normalized industry inventory. Non-RAC segments (SDA, LDA, components) grew robustly by ~50-53%. Hisense AC production commenced in Q4. The company targets Rs. 5,000 crore revenue in 2-3 years, aiming to outpace industry growth. Expects normalized gross margins of 13-14% and EBITDA around 7%.