ACE schedules investor meet with Wasatch Global Investor

0 min read     Updated on 23 May 2026, 08:28 AM
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Action Construction Equipment Limited has scheduled a one-on-one analyst and investor institutional meet with Wasatch Global Investor for May 28, 2026, at 10:00 A.M. The meeting will be held at the company's registered office in Dudhola, Haryana. The schedule is subject to changes due to exigencies on the part of analysts, investors, or the company.

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Action Construction Equipment Limited has scheduled an analyst and investor institutional meet with Wasatch Global Investor. The meeting is set to take place on May 28, 2026, at 10:00 A.M. at the company's registered office located in Dudhola, Distt. Palwal, Haryana.

The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The format of the interaction will be a one-on-one session.

Meeting Details

The following table outlines the specifics of the scheduled engagement:

Date Meeting with Type of meeting Place
May 28, 2026
10:00 A.M
Wasatch Global Investor One-on-One Registered office of the Company

The company noted that the schedule is subject to changes due to exigencies on the part of analysts, investors, or the company. Anil Kumar, the Company Secretary & Compliance Officer, signed the intimation on May 22, 2026.

Historical Stock Returns for Action Construction Equipment

1 Day5 Days1 Month6 Months1 Year5 Years
+4.38%+7.13%+1.02%+0.66%-25.93%+375.63%

What specific growth strategies or order book updates is Action Construction Equipment likely to present to Wasatch Global Investors that could influence the fund's position in the stock?

Could Wasatch Global Investors' interest signal growing foreign institutional appetite for Indian construction equipment manufacturers amid India's infrastructure spending boom?

How might the outcomes of this one-on-one meeting impact Action Construction Equipment's foreign institutional ownership percentage in the near term?

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ACE FY26 Net Profit Rises 1.4% to Rs 4,151 Mn

1 min read     Updated on 22 May 2026, 05:57 AM
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Action Construction Equipment Limited reported a 1.4% increase in consolidated net profit to Rs 4,151 Mn for FY26, with total income at Rs 33,905 Mn. The Board recommended a final dividend of Rs 2.00 per share.

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Action Construction Equipment Limited has announced its audited financial results for the quarter and year ended March 31, 2026. The Board of Directors, meeting on May 20, 2026, approved the standalone and consolidated results and recommended a dividend for the financial year.

Financial Performance

For the year ended March 31, 2026, the company reported a consolidated net profit of Rs 4,151 Mn, compared to Rs 4,092 Mn in the previous year. Total income for the year stood at Rs 33,905 Mn, slightly lower than the Rs 34,274 Mn recorded in FY25. EBITDA for the year increased to Rs 6,140 Mn from Rs 6,061 Mn in the prior year, with EBITDA margins expanding to 18.11% from 17.68%.

For the quarter ended March 31, 2026, consolidated net profit was Rs 1,109 Mn, with total income at Rs 10,234 Mn. EBITDA for the quarter stood at Rs 1,663 Mn, with margins at 16.25%.

The following table summarises key consolidated annual metrics:

Metric: Current Period Previous Year (YoY)
Total Income (Annual, Consolidated): Rs 33,905 Mn Rs 34,274 Mn
Net Profit (Annual, Consolidated): Rs 4,151 Mn Rs 4,092 Mn
EBITDA (Annual, Consolidated): Rs 6,140 Mn Rs 6,061 Mn
EBITDA Margin (Annual, Consolidated): 18.11% 17.68%

Dividend Declaration

The Board has recommended a final dividend of 100%, or Rs 2.00 per equity share, for the financial year ended March 31, 2026. This dividend is subject to the approval of shareholders at the ensuing Annual General Meeting.

Operational Highlights

The company achieved its highest ever quarterly revenue in Q4 FY26. ACE sustained its expanded margin profile, with operating EBITDA expanding by 25 basis points in FY26 compared to FY25. This expansion was driven by a favourable product mix, improved price realisations, and benign commodity prices.

During the year, ACE entered into a strategic 50:50 joint venture with KATO WORKS CO., LTD. to strengthen its presence in the premium heavy crane segment. The company also noted that the financial results include a one-time impact of Rs 640 lakhs recognised as employee benefit expenses due to the New Labour Codes.

Historical Stock Returns for Action Construction Equipment

1 Day5 Days1 Month6 Months1 Year5 Years
+4.38%+7.13%+1.02%+0.66%-25.93%+375.63%

How will the 50:50 joint venture with KATO WORKS CO., LTD. impact ACE's market share and revenue mix in the premium heavy crane segment over the next 2-3 years?

Given the slight decline in total income despite margin expansion, which product segments or geographies is ACE targeting for revenue growth acceleration in FY27?

With commodity prices currently benign, how exposed is ACE's EBITDA margin profile to potential raw material cost inflation in the coming quarters?

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1 Year Returns:-25.93%