Ajax Engineering Limited — Investor Meet, 13-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

AJAX Engineering posted Q1 FY27 revenue of INR 475 Cr (+1.7% YoY) and PAT of INR 55.6 Cr (+5%), with EBITDA margin at 12.5%. SLCM market share reached 75.1% despite industry headwinds. Management expects Q2 to be soft, impacting margins, but anticipates H2 improvement. Growth drivers include urban infra, building projects, non-SLCM expansion, ARGO 4000 launch, and rising exports (9% Q1 revenue, 30% CAGR target). The company has over INR 1,100 Cr cash, actively seeking inorganic growth for a strong long-term future.