Action Construction Equipment Ltd (NSE:ACE)

Q2 2025 Action Construction Equipment Ltd Earnings Call Transcript

Nov 11, 2024 / 10:30 AM GMT

Release Date Price: ₹1340.55 (-1.97%)

Transcript

Key Points

Positve

Action Construction Equipment Ltd (BOM:532762) reported a 12.2% year-on-year increase in operational revenue for Q2 FY25, reaching INR 754.34 crores.
The company achieved its highest ever EBITA, PBT, and margin profiles for the quarter, with EBITA growing by 34.47% year-on-year.
The company has improved its working capital efficiency and fortified its balance sheet, providing flexibility for future growth opportunities.
Action Construction Equipment Ltd (BOM:532762) secured significant orders in the defense sector, including a potential order valued at over INR 400 crores from the Ministry of Defense.
The company is optimistic about achieving a 15% plus growth in the cranes, material handling, and construction equipment segments for the current year.

Negative

The agricultural segment saw a year-on-year decline in volume numbers due to deferred export orders and discontinuation of certain products.
The company's guidance for growth has been adjusted to 15% plus, down from the previous range of 15-20%, due to slower-than-expected momentum post-monsoon and election outcomes.
Short-term borrowings increased due to preponed payments to MSME vendors and land advance payments, impacting cash flow.
The construction equipment segment experienced flat growth due to excessive rainfall affecting infrastructure activities.
The company faces challenges in maintaining competitive pricing amidst rising engine costs due to stricter emission norms effective from January 2025.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ACEL.NS - Action Construction Equipment Ltd
Q2 2025 Action Construction Equipment Ltd Earnings Call
Nov 11, 2024 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day. And welcome to the Action Construction Equipment Limited Q2 FY25 earnings conference call hosted by Numa Wealth Nuva Wealth Management.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your Touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr Ragunanan from NBAA Wealth Management. Thank you and over to you, sir.

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