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:

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.

Action Construction Equipment 's management has chosen to withhold annual FY27 guidance, citing ongoing geopolitical uncertainties as the primary reason for caution. Despite this, the company expressed confidence in near-term momentum, anticipating a 15-20% increase in Q1 FY27 demand and pointing to a full order book as a key indicator of business health. The management's outlook reflects a measured approach—acknowledging macro headwinds while highlighting operational strengths.

Tower Crane Segment: Building on FY26 Momentum

Tower crane sales in FY26 came in at just under 700 units, broadly in line with the prior year's 680-690 units. With a full order book heading into FY27, management is optimistic about surpassing last year's sales volumes. The segment remains a core contributor to the company's overall performance, and the healthy order pipeline underpins confidence in continued growth.

Defense Segment Set for Meaningful Expansion

The defense segment is expected to see a notable step-up in its revenue contribution. Management projects the segment's share to rise from 3% to 5-6% of total revenues, which translates to over INR 200-220 crores for the current year. This expansion reflects the company's deliberate strategy to diversify its revenue base and reduce dependence on any single segment.

Margin Management: Targeting 15-16% EBITDA

To navigate rising input costs, Action Construction Equipment plans to adjust prices proactively. The company is targeting EBITDA margins in the range of 15-16%, with price calibration serving as the primary lever to protect profitability. This approach underscores management's focus on sustaining margin discipline even in a challenging cost environment.

Long-Term Revenue Roadmap to FY29-FY30

The company maintains its long-term revenue ambition of INR 6,000-6,200 crores by FY29 or FY30, supported by a multi-pronged growth strategy. Key pillars of this target include:

• Kato Joint Venture: Estimated to contribute INR 300 crores within 3-4 years, with potential upside to INR 700-800 crores if anti-dumping duties are implemented
• Defense and Export Contributions: Together targeted at 11-13% of revenues for FY27
• Construction Equipment Segments: Continued growth across core business verticals

Outlook

While Action Construction Equipment has stepped back from providing a full-year FY27 revenue forecast given the uncertain geopolitical backdrop, the management's commentary points to a company actively managing near-term risks while staying committed to its long-term growth trajectory. A robust order book, rising defense exposure, strategic joint ventures, and disciplined margin management collectively form the foundation of the company's forward strategy.