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📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
58 announcements match the current filters (relevance ≥ 5).
EPACK Durable FY26 PAT Plummets 94% to ₹33 Mn Amid RAC Slump and PLI Reversal
EPACK Durable reported a weak FY26 performance with operating revenue declining 12.7% YoY to ₹18,945 million, primarily due to a 33.2% drop in the Room Air Conditioner (RAC) segment. Profitability was severely impacted by a one-time reversal of PLI income amounting to ₹324.20 million, leading to a 94% crash in annual Net Profit to ₹33 million. Despite the core segment's weakness, the Components business showed strong momentum, growing 102.8% YoY. The company is diversifying its revenue stream, with non-RAC segments now contributing 42% of total revenue compared to 20% in FY23.
Key Highlights
FY26 Net Profit fell 94% YoY to ₹33 Mn, while Q4 FY26 PAT was nearly zero at ₹0.24 Mn.
Operating Revenue for FY26 decreased 12.7% to ₹18,945 Mn, impacted by weather-led demand disruption in the RAC segment.
The Components segment reported robust growth of 102.8% YoY, reaching ₹3,663 Mn in FY26.
Recognized ₹217.74 Mn incentive income under Rajasthan RIPS 2024, partially offsetting a ₹324.20 Mn PLI income reversal.
Customer base expanded to 72 trusted partners, adding 17 new customers during the financial year.
👀 What to Watch
Investors should be cautious of the significant earnings volatility and the impact of one-time regulatory incentive reversals on the bottom line. While the growth in the components and SDA segments is promising, a recovery in the core RAC business is essential for a valuation re-rating.
EPACK Durable Re-appoints MD Ajay Singhania for 5 Years; Appoints New Company Secretary
EPACK Durable Limited has approved the re-appointment of Mr. Ajay DD Singhania as Managing Director for a five-year term effective from November 2, 2026, to November 1, 2031. The company also appointed Ms. Esha Gupta, a professional with over 17 years of experience including a stint at Dixon Technologies, as the new Company Secretary and Compliance Officer. Furthermore, M/s Cheena & Associates were re-appointed as Cost Auditors for the 2026-27 financial year. A reporting structure change resulted in Mr. Shailendra Kumar no longer being classified as Senior Management Personnel, though he retains his current functional role.
Key Highlights
Mr. Ajay DD Singhania re-appointed as Managing Director for a 5-year term until November 2031
Ms. Esha Gupta appointed as Company Secretary & Compliance Officer with 17+ years of industry experience
M/s Cheena & Associates re-appointed as Cost Auditors for the Financial Year 2026-27
Organizational restructuring leads to Mr. Shailendra Kumar's removal from the Senior Management Personnel category while retaining his operational role
👀 What to Watch
The re-appointment of the MD ensures leadership continuity for the next five years, which is a positive signal for long-term strategy. Investors should note the addition of an experienced Compliance Officer from a peer company as a positive step for corporate governance.
EPACK Durable Re-appoints Ajay DD Singhania as MD for 5 Years; Appoints New Company Secretary
EPACK Durable's Board has approved the re-appointment of Mr. Ajay DD Singhania as Managing Director for a five-year term effective from November 2, 2026, to November 1, 2031. The company also appointed Ms. Esha Gupta as Company Secretary and Compliance Officer, who brings over 17 years of experience from major firms like Dixon Technologies and Hero Motors. Additionally, M/s Cheena & Associates were re-appointed as Cost Auditors for the 2026-27 financial year. A minor organizational restructuring was also noted, reclassifying the Senior GM of Sales & Marketing out of the 'Senior Management Personnel' category while retaining his functional role.
Key Highlights
Mr. Ajay DD Singhania re-appointed as Managing Director for a 5-year term until November 2031.
Ms. Esha Gupta appointed as CS & Compliance Officer with 17+ years of experience in Corporate Law and M&A.
M/s Cheena & Associates re-appointed as Cost Auditors for the Financial Year 2026-27.
Organizational reporting change for the Senior General Manager of Sales & Marketing effective May 20, 2026.
👀 What to Watch
Investors should view the re-appointment of the Managing Director as a sign of leadership continuity and stability. The hiring of a Compliance Officer with experience in peer companies like Dixon Technologies is a positive step for corporate governance.
EPACK Durable Appoints Esha Gupta as CS; Re-appoints Ajay Singhania as MD for 5 Years
EPACK Durable Limited has announced the appointment of Ms. Esha Gupta as Company Secretary and Compliance Officer (KMP) effective May 20, 2026. The Board has also approved the re-appointment of Mr. Ajay DD Singhania as Managing Director for a five-year term, extending from November 2, 2026, to November 1, 2031. Additionally, the company re-appointed M/s Cheena & Associates as Cost Auditors for FY 2026-27 and updated its Senior Management Personnel structure. These changes ensure leadership continuity and compliance with SEBI regulations.
Key Highlights
Ms. Esha Gupta appointed as Company Secretary and Compliance Officer effective May 20, 2026.
Mr. Ajay DD Singhania re-appointed as Managing Director for a 5-year term until November 2031.
M/s Cheena & Associates re-appointed as Cost Auditors for the Financial Year 2026-27.
Ms. Esha Gupta brings over 17 years of experience from firms like Dixon Technologies and Hero Motors.
Mr. Shailendra Kumar removed from the Senior Management Personnel category due to organizational reporting changes.
👀 What to Watch
Investors should view these as routine governance and leadership continuity measures; no immediate portfolio action is required based on these appointments.
EPACK Durable FY26 Results: Auditor Issues Qualified Opinion Over ₹19.61 Cr Disputed Receivables
EPACK Durable Limited reported its FY26 financial results, which were notably marked by a qualified opinion from statutory auditors Deloitte. The qualification pertains to ₹1,961 lakhs in disputed trade receivables for which no provision has been made, despite the company's claim of high recovery probability. On the management front, the board approved the re-appointment of Ajay DD Singhania as Managing Director for five years and appointed Esha Gupta as the new Company Secretary. The company also integrated three new subsidiaries incorporated during the fiscal year into its consolidated results.
Key Highlights
Auditors issued a qualified opinion regarding ₹1,961 lakhs (₹19.61 Cr) in disputed trade receivables where recoverability is uncertain.
Mr. Ajay DD Singhania re-appointed as Managing Director for a 5-year term effective November 2, 2026.
Ms. Esha Gupta appointed as Company Secretary and Compliance Officer effective May 20, 2026.
Consolidated results now include three new subsidiaries: Bumjin India Audio, EPACK Electronic Components, and EPACK Durable Global Sales L.L.C.
Mr. Shailendra Kumar (Sr. GM - Sales & Marketing) removed from Senior Management Personnel category due to reporting structure changes.
👀 What to Watch
Investors should remain cautious as the audit qualification suggests a potential future hit to the bottom line if the ₹19.61 crore receivable is not recovered. Closely monitor management commentary regarding the legal status of these disputed dues and the performance of the newly formed subsidiaries.
EPACKPEB Reports FY26 Revenue Up 35% to INR 1,525 Cr, Outlines Massive Capacity Expansion
EPACK Prefab Technologies Limited (EPACKPEB) reported a strong financial performance for FY26, with revenue increasing by 35% to INR 1,525 crores and PAT rising by 56%. The company demonstrated exceptional cash discipline, generating INR 135 crores of free operating cash flow, which represents an 85% EBITDA-to-cash conversion. EPACKPEB is aggressively expanding its capacity across three geographies (Mambattu, Ghiloth, and Gujarat) with a planned capex of INR 150 crores in FY27. The company's current order book stands at INR 1,117 crores, providing clear revenue visibility for the next six to eight months.
Key Highlights
FY26 revenue increased by 35% year-on-year to INR 1,525 crores, with PAT growing by 56%.
Generated INR 135 crores of free operating cash flow, converting approximately 85% of EBITDA into cash.
Paid down INR 107 crores of debt in FY26, moving closer to becoming a debt-free company.
Current order book stands at INR 1,117 crores, with 35% to 38% coming from high-growth sectors like renewables and data centers.
Planned capex of INR 150 crores for FY27 to add a 50,000-ton capacity in Gujarat and complete other greenfield/brownfield projects.
👀 What to Watch
Investors should view this as a positive signal due to strong revenue growth, robust cash generation, and a healthy order book. The company's aggressive capacity expansion plans and entry into high-growth sectors like renewables and data centers position it well for future growth, though short-term margins should be monitored against steel price fluctuations.
EPACK Durable Secures 1.32% Turnover Linked Incentive Under Rajasthan RIPS-2024
EPACK Durable has received Entitlement Certificates under the Rajasthan Investment Promotion Scheme (RIPS-2024) for its Bhiwadi manufacturing facility. The company is now eligible for a Turnover Linked Incentive (TLI) of 1.32% on net sales for a period of 10 years. Additionally, the approval includes a 100% electricity duty exemption for 7 years and a 50% reimbursement of training costs. These incentives, effective from February 2022, are expected to significantly enhance the company's long-term manufacturing competitiveness and operating margins.
Key Highlights
1.32% Turnover Linked Incentive (TLI) on eligible net sales for a 10-year period
100% Electricity Duty Exemption granted for a duration of 7 years
50% reimbursement of eligible expenditure incurred on skilling and training
Recognized as a 'Large Category' manufacturing unit under the ESDM thrust sector
Incentives are effective retrospectively from February 15, 2022
👀 What to Watch
Investors should view this as a positive development for long-term margin expansion and cost efficiency. Monitor upcoming quarterly results to see how the recognition of these incentives impacts the company's EBITDA and net profit.
EPACKPEB Reports Strong FY26: PAT Jumps 56% to ₹926 Mn with ₹11.1 Bn Order Book
EPACK Prefab Technologies delivered a robust performance in FY26, with revenue growing 34.5% YoY to ₹15,253 million and PAT surging 56.2% to ₹926 million. The company significantly improved its cash flow from operations to ₹1,357 million (85% of EBITDA) and reduced its net working capital cycle to 32 days. With a healthy order book of ₹11,127 million and ongoing capacity expansions in Rajasthan and Gujarat, the company is well-positioned to capture demand from high-growth sectors like data centers and renewables.
Key Highlights
FY26 Revenue grew 34.5% YoY to ₹15,253 million, with the Prefab segment specifically growing by 45%
PAT increased by 56.2% YoY to ₹926 million, with PAT margins expanding to 6.1% from 5.2% in FY25
Order book stands at ₹11,127 million as of March 31, 2026, representing a 21.5% YoY growth
Company turned net cash positive with ₹2,007 million in liquidity after repaying ₹1,067 million of debt
Operational efficiency improved with net working capital days reducing from 36 to 32 days
👀 What to Watch
The company demonstrates strong execution and financial discipline post-listing, making it a solid growth play in the industrial infrastructure space. Investors should monitor the timely commissioning of the Ghiloth and Gujarat facilities to ensure sustained momentum.
EPACK Prefab FY26 PAT Surges 56.2% to ₹926 Mn; Revenue Up 34.5%
EPACK Prefab delivered a strong financial performance for FY26, with revenue growing 34.5% YoY to ₹15,253 Mn and PAT increasing 56.2% to ₹926 Mn. The growth was primarily driven by the Prefab business vertical, which grew 45% YoY, supported by execution scale in infrastructure and industrial sectors. The company maintains a robust order book of ₹11,127 Mn, providing high revenue visibility for FY27. Furthermore, operational efficiency improved with the net working capital cycle reducing to 32 days and a net cash position of ₹2,007 Mn.
Key Highlights
FY26 Revenue from operations increased 34.5% YoY to ₹15,253 Mn, while PAT grew 56.2% to ₹926 Mn.
Q4 FY26 Revenue grew 42.4% YoY to ₹4,708 Mn with PAT margins expanding 30 bps to 6.4%.
Pending order book stands at ₹11,127 Mn as of March 31, 2026, across sectors like data centers and renewables.
PEB capacity reached 147,122 MTPA following the commencement of the Mambattu brownfield expansion line.
Credit rating upgraded to ICRA A+ (Stable) and ₹700 Mn of debt repaid using IPO proceeds.
👀 What to Watch
Investors should take note of the strong order book and capacity expansions as key growth drivers. The company's focus on high-growth sectors like data centers and semiconductors makes it a strong play in the infrastructure space.
EPACKPEB FY26 Net Profit Surges 56% to ₹92.57 Cr; Revenue Up 34% YoY
EPack Prefab Technologies reported a strong financial performance for the fiscal year ended March 31, 2026. Annual revenue from operations grew by 34.5% to ₹1,525.32 crore, while net profit jumped 56.4% to ₹92.57 crore compared to the previous fiscal. For the fourth quarter, the company saw a 42.4% YoY increase in revenue and a 51.5% rise in net profit. The balance sheet shows significant expansion with total assets growing by over 56% to ₹1,428.18 crore.
Key Highlights
Full-year FY26 revenue reached ₹1,52,531.68 lakhs, a 34.5% increase from ₹1,13,391.72 lakhs in FY25
Net profit for FY26 stood at ₹9,256.84 lakhs, up significantly from ₹5,917.65 lakhs in the previous year
Q4 FY26 revenue grew 42.4% YoY to ₹47,079.81 lakhs compared to ₹33,059.69 lakhs in Q4 FY25
Earnings Per Share (EPS) improved to ₹9.94 for FY26 from ₹7.63 in FY25
Trade receivables increased to ₹30,875.22 lakhs, reflecting higher business volume but also indicating a need for working capital monitoring
👀 What to Watch
The company is showing robust growth in both top-line and bottom-line, making it a strong performer in the prefab construction sector. Investors should monitor the working capital cycle as receivables and inventories have grown significantly alongside revenue.
EPACKPEB Expands Capacity by 13,200 MT at Mambattu Plant; Starts Commercial Production
EPACK Prefab Technologies has successfully commenced commercial production at its expanded Mambattu plant in Andhra Pradesh as of April 29, 2026. The company added 13,200 MT of capacity to its existing base of 68,112 MT, bringing the total capacity to 81,312 MT. This expansion was funded through IPO proceeds as per the company's growth strategy outlined in its prospectus. With existing capacity utilization at approximately 60%, this addition significantly enhances the company's ability to scale operations.
Key Highlights
Added 13,200 MT of new capacity at the Mambattu Phase II facility in Andhra Pradesh.
Total manufacturing capacity increased from 68,112 MT to 81,312 MT.
Commercial production at the expanded unit officially commenced on April 29, 2026.
The expansion project was financed using proceeds from the company's Initial Public Offering (IPO).
Existing capacity utilization was reported at approximately 60% prior to the new addition.
👀 What to Watch
Investors should view this as a positive growth indicator and monitor the company's ability to secure new orders to utilize the expanded capacity. Watch for revenue growth in upcoming quarterly results as the new facility ramps up production.
EPACKPEB Commences Production at Mambattu Plant, Adds 13,200 MT Capacity
EPACK Prefab Technologies has officially commenced commercial production at its Mambattu Phase II plant in Andhra Pradesh as of April 29, 2026. This expansion adds 13,200 MT to the company's existing capacity of 68,112 MT, marking a significant increase in its manufacturing footprint. The project was funded using proceeds from the company's Initial Public Offering (IPO) as per the objects stated in its prospectus. This operational milestone is expected to enhance the company's ability to service the growing demand in the Pre-Engineered Buildings (PEB) sector.
Key Highlights
Commenced commercial production at the Mambattu Phase II facility on April 29, 2026
Added 13,200 MT of new capacity to the existing base of 68,112 MT
Existing capacity utilization was approximately 60% prior to this addition
Expansion project was fully financed through IPO proceeds as planned in the prospectus
👀 What to Watch
Investors should view this as a positive execution of the company's growth strategy and monitor the utilization levels of the new capacity in upcoming quarterly results. The successful deployment of IPO funds into revenue-generating assets is a healthy sign of management's commitment to expansion.
EPACK Durable: Delhi HC Remands Customs SCN Matter to CBIC; No Immediate Financial Impact
EPACK Durable Limited has provided an update regarding a Show Cause Notice (SCN) from the Noida Customs Commissionerate. The Delhi High Court has remanded the matter to the Central Board of Indirect Taxes and Customs (CBIC) for adjudication rather than passing a final judgment. The company stated that this order is procedural and does not confirm any financial demand at this stage. EPACK is currently evaluating legal options, including a potential appeal to the Supreme Court, and reports no immediate material financial impact.
Key Highlights
Delhi High Court remanded the customs Show Cause Notice (SCN) matter to CBIC for adjudication.
The court order is procedural and does not adjudicate upon or confirm any financial demand.
Company is evaluating filing a Special Leave Petition (SLP) before the Supreme Court of India.
Management confirms there is no immediate material financial impact arising from this development.
👀 What to Watch
Investors should treat this as a procedural update in an ongoing legal matter and monitor for the final adjudication by the CBIC. No immediate action is required as the financial liability remains unconfirmed.
EPACK Prefab Commences Commercial Production at New Mambattu Plant in Andhra Pradesh
EPack Prefab Technologies Limited has officially commenced commercial production at its new manufacturing facility in Mambattu, Andhra Pradesh, as of April 29, 2026. The plant is located at the APIIC Tada Industrial Park in Tirupati, strategically enhancing the company's footprint in Southern India. This expansion is expected to boost the company's overall production capacity for prefabricated structures and solutions. The timely commencement of operations indicates strong execution capabilities and sets the stage for potential revenue growth in the upcoming fiscal quarters.
Key Highlights
Commercial production officially started at the Mambattu Phase II plant on April 29, 2026.
The facility is located at Plot no. 6A & 6B, APIIC Tada, Tirupati, Andhra Pradesh.
The expansion aligns with the company's strategy to scale manufacturing operations and serve regional demand.
The announcement was made in compliance with Regulation 30 of SEBI LODR Regulations.
👀 What to Watch
Investors should monitor the company's upcoming quarterly results to assess the margin impact and revenue contribution from this new facility. The stock may experience positive momentum as the market prices in increased production capacity.
EPACK Durable Executive Director & Group CFO Narayan Lodha Resigns Effective April 30, 2026
EPACK Durable Limited has announced the resignation of Mr. Narayan Lodha from his dual roles as Executive Director and Group CFO. The resignation is effective from the close of business hours on April 30, 2026. Mr. Lodha is leaving to pursue other professional opportunities that align with his long-term career aspirations. As a key managerial person (KMP), his departure necessitates a transition in financial leadership for the company.
Key Highlights
Mr. Narayan Lodha resigned as Executive Director and Group CFO effective April 30, 2026.
The announcement was made on April 23, 2026, providing a short transition period of approximately one week.
The reason for resignation is to pursue external professional growth opportunities.
The company will need to appoint a successor to manage financial operations and strategic growth.
👀 What to Watch
Investors should monitor the company's upcoming announcements regarding the appointment of a new CFO to ensure a smooth leadership transition. Any delay in finding a qualified successor for this critical role could impact financial oversight and investor sentiment.
EPACK Durable Receives ₹37.50 Crore PLI Disbursement for White Goods
EPACK Durable Limited has successfully received a disbursement of ₹37.50 Crores under the Government of India's Production Linked Incentive (PLI) Scheme for White Goods. This incentive pertains to the company's performance and production targets achieved during the Financial Year 2024-25. The disbursement follows a sanction letter received from IFCI Limited, the nodal agency, on March 30, 2026. This cash inflow is expected to significantly strengthen the company's liquidity and support its manufacturing operations in the consumer durables sector.
Key Highlights
Received a total incentive amount of ₹37.50 Crores under the PLI Scheme.
The disbursement is specifically for the White Goods category for FY 2024-25.
The funds were disbursed following a sanction from IFCI Limited, a Government of India undertaking.
The incentive validates the company's successful achievement of production and investment thresholds required by the scheme.
👀 What to Watch
Investors should view this as a positive development that enhances the company's cash flow and net profitability. This non-dilutive capital boost confirms EPACK's strong execution capabilities within the government's manufacturing incentive framework.
EPACK Durable Shareholders Approve Re-appointment of Key Directors with Over 99% Majority
EPACK Durable Limited has announced the successful passage of five special resolutions via postal ballot for the re-appointment of key leadership positions. Mr. Bajrang Bothra was re-appointed as Whole Time Director, while four Independent Directors were also confirmed for new terms. The resolutions saw high approval ratings, with the Whole Time Director's appointment receiving 99.94% votes in favor. This move ensures management continuity and maintains the current board's oversight as the company pursues its growth strategy.
Key Highlights
Mr. Bajrang Bothra re-appointed as Whole Time Director with 99.9476% of votes cast in favor.
Four Independent Directors, including Ms. Priyanka Gulati and Mr. Sameer Bhargava, were re-appointed via Special Resolutions.
Total voting turnout for the resolutions was approximately 60.49% of the total outstanding shares.
Public institutional support was strong, with 99.99% of their votes favoring the re-appointments.
👀 What to Watch
The approval indicates strong shareholder trust and ensures leadership stability; investors should maintain their current outlook on the company's governance.
EPACK Durable Starts Mass Production of Split ACs at Sri City with 0.75M Annual Capacity
EPACK Durable's wholly owned subsidiary has commenced mass production of Split Air Conditioners at its Sri City, Andhra Pradesh facility as of March 30, 2026. The facility is dedicated to its anchor customer, Hisense, ensuring immediate order visibility and utilization. With an installed capacity of 0.75 million sets per annum, this expansion significantly boosts the company's manufacturing footprint in South India. This operational milestone is expected to contribute positively to the company's revenue growth in the upcoming fiscal year.
Key Highlights
Commenced mass production of RAC - Split Air Conditioners (CBU) on March 30, 2026
New manufacturing facility located at Sri City, Andhra Pradesh, with 0.75 million sets annual capacity
Production specifically dedicated to anchor customer Hisense
Facility operated through wholly owned subsidiary EPACK Manufacturing Technologies Private Limited
👀 What to Watch
Investors should view this as a significant growth trigger that expands capacity and strengthens the partnership with a global brand like Hisense. Monitor the facility's ramp-up and its impact on the company's margins in the next few quarters.
EPACK Durable Receives ₹37.50 Crore PLI Incentive Sanction for FY 2024-25
EPACK Durable Limited has received its third sanction letter under the Production Linked Incentive (PLI) Scheme for White Goods for the financial year 2024-25. The approved incentive amount stands at ₹37.50 Crores, sanctioned by IFCI Limited, a Government of India undertaking. This incentive is directly linked to the company's incremental sales and capital investments in the white goods manufacturing sector. The inflow is expected to significantly bolster the company's profitability, improve cash flow, and support its ongoing operational expansion.
Key Highlights
Approved incentive amount of ₹37.50 Crores under the PLI Scheme for White Goods.
Sanction received from IFCI Limited for the financial year 2024-25.
Incentive is based on achieving specific incremental sales and investment targets.
Funds are expected to enhance net profitability and support further capacity expansion.
This marks the 3rd sanction letter received by the company under this government scheme.
👀 What to Watch
Investors should view this as a positive development that validates the company's execution of its growth strategy and capital expenditure. The incentive will provide a meaningful boost to the bottom line and should be factored into future margin expectations.
EPACK Durable Receives ₹29.03 Crore Income Tax Demand for AY 2023-24
EPACK Durable Limited has been served an assessment order by the Income Tax Department for the Assessment Year 2023-24 (FY 2022-23). The order includes additions to taxable income totaling ₹18.89 Crores, leading to a total tax demand of ₹29.03 Crores. The company intends to contest this demand through a rectification application and an appeal before the Commissioner of Income Tax (Appeals). Management believes the demand is unsustainable and has strong grounds to challenge the assessment.
Key Highlights
Assessment order received under Section 144 read with section 144B of the Income Tax Act, 1961.
Additions to taxable income aggregating to ₹18.89 Crores made by the Assessing Officer.
Total financial implication involves a tax demand of ₹29.03 Crores.
Company is filing for rectification and an appeal before the Commissioner of Income Tax (Appeals).
The dispute pertains to the Assessment Year 2023-24 (Financial Year 2022-23).
👀 What to Watch
Investors should monitor the outcome of the appeal process as the demand represents a significant potential cash outflow. While the company is contesting the order, any unfavorable final ruling could impact the bottom line for the relevant period.
