Action Construction Equipment Limited · NSE:ACE
Action Construction Equipment — Q3 FY2026 Earnings Presentation
21 slides from Action Construction Equipment's earnings presentation, Feb 3, 2026
Slide 1: Action Construction Equipment Limited
Action Construction Equipment Limited Corporate & Registered Office Dudhola Link Road, Dudhola, Distt. Palwal-121102, Haryana, India Date: February 03, 2026 To, The Manager Listing BSE Limited Scrip Code: 532762 5th Floor, P.J. Towers, Dalal Street, Mumbai-400001 The Manager Listing National Stock E
Slide 2: Earnings Presentation Q3/9M-FY26
EARNINGS PRESENTATION Q3/9M-FY26
Slide 3: At a Glance
At a Glance India’s most diversified CE Manufacturer Established Brand with over 30 years of Operating across Infra, Construction, Logistics, Industry Presence Manufacturing, Defence and Agri sectors World’s largest Pick & Carry Crane Manufacturer Customer Centric Organization with In-depth with Pan
Slide 4: Company Overview
Company Overview • ACTION CONSTRUCTION EQUIPMENT LIMITED was established in 1995 by Mr. Vijay Agarwal, a technocrat, who has over 55+ years of industry experience and is led by a team of experienced Consolidated Financial Highlights (INR Mn) professionals. • ACE is a reputed brand with a significant
Slide 5: Product Portfolio
Product Portfolio Cranes, Material Handling & Construction Equipment Pick & Carry Cranes Lorry Loaders Rough Terrain Cranes Crawler Cranes Truck Cranes Tower Cranes Backhoe Loaders Tele Handlers Vibratory Rollers Motor Graders Access Platforms Forklift Trucks Warehousing Equipment Piling Rigs Agri E
Slide 6: Opportunities & New Products
Opportunities & New Products Focused on new-age technology, the new products feature intelligent equipment with AI-assisted tools to enhance performance, reliability and safety. New Product Launches: • Next-Gen Cranes with Ultra features which includes AI integrated Safety systems— Ultra Range- AI I
Slide 7: Management Message
Management Message Speaking on the new launches, Mr. Sorab Agarwal, Executive Director, ACE, said, “Innovation, value and trust are the pillars on which ACE has built its market leadership. The equipment unveiled in December’25 are a reflection of our engineering capability and our deep understandin
Slide 8: Sectoral Growth Drivers
Sectoral Growth Drivers • Breaking away from the traditional focus on metros, the budget propels a transformational shift towards regional economic development through the creation of City Economic Regions (CERs), • A key pillar of this strategy is the renewed focus on Tier 2 and 3 cities, including
Slide 9: Sectoral Growth Drivers
Sectoral Growth Drivers • The Ministry of Agriculture & Farmers Welfare allocated INR 1.41 lakh crore in FY27 budget. • The Indian agricultural tractor market is projected to reach USD 7.92 billion in 2025 and grow to USD 10.95 billion by 2030, Capital Spending reflecting a CAGR of 6.7% during the f
Slide 10: Financial Overview Q3/9M-FY26
FINANCIAL OVERVIEW Q3/9M-FY26 9
Slide 11: Q3/9M-FY26 Financial & Operational Highlights
Q3/9M-FY26 Financial & Operational Highlights Q3-FY26 Financial Highlights (Consolidated) Q3-FY26 Operational Highlights • Total Income was almost flat on YoY basis despite a high base effect INR 8,904 Mn INR 1,655 Mn 18.59 % caused by Pre-Buying due to upgradation to CEV 5 emission norms in Total I
Slide 12: Segment wise – Quarterly Sales Volume
Segment wise – Quarterly Sales Volume Cranes, Construction Equipment Agricultural Equipment & Material Handling Equipment 3,539 1,016 2,710 902 2,348 526 Q3-FY25 Q2-FY26 Q3-FY26 Q3-FY25 Q2-FY26 Q3-FY26
Slide 13: Segment wise – 9 Months Sales Volume
Segment wise – 9 Months Sales Volume Cranes, Construction Equipment Agricultural Equipment & Material Handling Equipment 9,353 8,085 2,396 7,395 2,231 2,017 9M-FY24 9M-FY25 9M-FY26 9M-FY24 9M-FY25 9M-FY26
Slide 14: Quarterly Consolidated Financial Performance
Quarterly Consolidated Financial Performance Particulars (INR Mn) Q3-FY26 Q3-FY25 Y-o-Y Q2-FY26 Q-o-Q Total Income* 8,904 9,053 -1.6% 7,736 15.1% Total Expenses 7,249 7,402 -2.1% 6,353 14.1% EBITDA 1,655 1,651 0.2% 1,383 19.7% EBITDA Margins (%) 18.59% 18.24% 35 Bps 17.88% 71 Bps Depreciation 89 72
Slide 15: YTD Consolidated Financial Performance
YTD Consolidated Financial Performance Particulars (INR Mn) 9M-FY26 9M-FY25 Y-o-Y Total Income* 23,671 24,580 -3.7% Total Expenses 19,194 20,240 -5.2% EBITDA 4,477 4,340 3.2% EBITDA Margins (%) 18.91% 17.66% 125 Bps Depreciation 257 210 22.4% Finance Cost 187 248 -24.6% PBT 4,033 3,882 3.9% Tax 991
Slide 16: Historical Consolidated Financial Performance
Historical Consolidated Financial Performance Particulars (INR Mn) FY23 FY24 FY25 9M-FY26 Total Income* 22,008 29,909 34,274 23,671 Total Expenses 19,387 25,106 28,213 19,194 EBITDA 2,621 4,803 6,061 4,477 EBITDA Margins (%) 11.91% 16.06% 17.68% 18.91% Depreciation 180 232 283 257 Finance Cost 103 2
Slide 17: Historical Consolidated Balance Sheet
Historical Consolidated Balance Sheet Equities & Liabilities (INR Mn) FY-24 FY-25 H1-FY26 Assets (INR Mn) FY-24 FY-25 H1-FY26 (A) Share Capital 238 238 238 (A) Property plant & Equipment 5,595 6,967 7,114 (B) Capital Work in Progress 436 277 419 (B) Other Equity 12,060 15,909 17,587 (C) Right-of-Use
Slide 18: Key Consolidated Financial Highlights
Key Consolidated Financial Highlights Total Income* (INR Mn) EBITDA and EBITDA Margins (INR Mn) PAT and PAT Margins (INR Mn) 17.68% 18.91% 12.85% 34,274 11.94% 16.06% 10.97% 29,909 6,061 4,092 22,008 23,671 11.91% 7.86% 4,803 4,477 3,282 3,042 2,621 1,730 FY23 FY24 FY25 9M-FY26 FY23 FY24 FY25 9M-FY2
Slide 19: Capital Market Data
Capital Market Data 10.0% Stock Market Performance (as on 31st December, 2025) 5.0% 0.0% -5.0%Jan 25 Feb 25 Mar 25 Apr 25 May 25 Jun 25 Jul 25 Aug 25 Sep 25 Oct 25 Nov 25 Dec 25 -10.0% -15.0% -20.0% -25.0% -30.0% -35.0% -40.0% -45.0% ACE Sensex Price Data (As on 31st December, 2025) Shareholding pat
Slide 20: Disclaimer
Disclamer Action Construction Equipment Limited No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are
Slide 21: ACE- Lifting India’s Growth
ACE- Lifting India’s Growth Action Construction Equipment Ltd. Dudhola Link Road, Dudhola Palwal (Haryana)-121102 INDIA Board : 01275-280111, 280220 Web : www.ace-cranes.com
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