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EPACK Durable Q3 FY26 Revenue Up 13.5% to ₹427.8 Cr; EBITDA Margins Expand to 7.41%
EPACK Durable reported a resilient Q3 FY26 with revenue growing 13.5% YoY to ₹427.8 crores, driven by a strategic shift toward non-AC segments. While the core Room Air Conditioner business saw a marginal 1% decline, the Components and Large Domestic Appliances segments surged by 61% and 74% respectively. EBITDA grew 31.5% YoY to ₹31.7 crores with margins expanding by 102 basis points, though net profit growth was limited to 4% due to higher depreciation and finance costs from recent capex. The company's diversification strategy is yielding results, with RAC now contributing less than 60% of total revenue.
Key Highlights
Revenue from operations increased 13.5% YoY to ₹427.8 crores in Q3 FY26.
EBITDA margins improved significantly to 7.41% from 6.39% in the previous year.
Components segment and Large Domestic Appliances grew by 61% and 74% YoY respectively.
Incurred ₹44 crores in capital expenditure during Q3 for capacity expansion at Sricity and Bhiwadi.
Total customer base reached 67, including two new customer additions during the quarter.
💼 Action for Investors
Investors should focus on the company's successful transition from a seasonal AC manufacturer to a diversified electronics player, which is stabilizing margins. Monitor the impact of new BEE norms on Q4 volumes and the ramp-up of the Hisense JV facility for long-term growth.
EPACK Prefab Q3 FY26: 9M Revenue Up 41%, Order Book Strong at Rs 1,215 Crore
EPACK Prefab reported a 22% YoY revenue growth for Q3 FY26, despite a sequential dip caused by monsoon seasonality and Rs 35-40 crore in unbilled year-end inventory. The 9M FY26 performance remains robust with revenue and EBITDA growing by 41% and 57% respectively. Management has maintained its annual revenue guidance of Rs 1,500-1,550 crore and margin guidance of 10.5%-11.5%. The company has a strong order book of Rs 1,215 crore, providing clear revenue visibility for the next 7-8 months.
Key Highlights
9M FY26 revenue and EBITDA grew by 41% and 57% YoY respectively, showing strong operational scaling.
Order book stands at Rs 1,215 crore as of January 1, 2026, with significant exposure to Renewables (25-28%) and Electronics (18%).
Average capacity utilization across three plants reached 74%+, with new Mumbattu capacity (Unit-4) expected in Q4 FY26.
Maintained FY26 revenue guidance of Rs 1,500-1,550 crore and margin guidance of 10.5%-11.5%.
CAPEX of Rs 56-57 crore for Unit-4 is on track, and a new sandwich panel line is expected by Q3 FY27.
💼 Action for Investors
Investors should overlook the seasonal QoQ dip and focus on the strong YoY growth and robust order book. The company's strategic positioning in high-growth sectors like renewables and semiconductors provides a positive long-term outlook.