Action Construction Equipment Ltd (NSE:ACE)

Q3 2025 Action Construction Equipment Ltd Earnings Call Transcript

Feb 10, 2025 / 10:30AM GMT

Release Date Price: ₹1249.9 (-0.85%)

Transcript

Key Points

Positve

Action Construction Equipment Ltd (BOM:532762) reported its best-ever quarterly revenue, with operational revenue growing by 15.93% year-on-year to INR873.1 crores.
EBITDA margins expanded by 154 basis points to 17.76%, showcasing improved operational efficiency.
The company recorded a significant increase in sales volume, with a 18% year-on-year growth in crane units sold.
The Agri segment saw a robust revenue growth of 24%, indicating strong performance in this sector.
The company is optimistic about future growth, supported by the Indian government's continued focus on infrastructure development and increased capital expenditure.

Negative

Exports have been slightly sticky this year due to geopolitical issues and trade tensions, impacting the company's medium-term targets.
There is uncertainty in the global economy, with geopolitical risks heightened by recent tariff wars.
The Agri segment is expected to remain flattish for the current year, which could impact overall growth.
The company faces challenges from Chinese competitors dumping products in the Indian market, affecting pricing and market share.
There have been delays in the KATO JV, which may impact the timeline for revenue generation from this partnership.

Operator

Ladies and gentlemen, good day, and welcome to Action Construction Equipment Limited Conference Call hosted by Emkay Global Financial Services. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Mr. Chinmay Kabra from Emkay Global Financial Services. Thank you, and over to you, Mr. Kabra.

Chinmay Kabra

Emkay Global Financial Services - Analyst

Good evening, everyone. On behalf of Emkay Global Financial Services, we are pleased to invite you to the Q3 FY25 earnings call of Action Construction Equipment. I would like to welcome the management and thank them for this opportunity. We have with us today Mr. Rajan Luthra, Chief Financial Officer; and Mr. Vyom Agarwal, President.

I shall now hand over the call to the management for their opening remarks. Over to you, sir.

Vyom Agarwal

Action Construction Equipment Ltd - President, Head of Investor Relations

Thank you, Chinmay. Good afternoon, everyone, and welcome to this earnings conference

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