Action Construction Equipment Limited · NSE:ACE
Action Construction Equipment — Q2 FY2026 Earnings Presentation
20 slides from Action Construction Equipment's earnings presentation, Nov 6, 2025
Slide 1: Action Construction Equipment Limited
Action Construction Equipment Limited Corporate & Registered Office Dudhola Link Road, Dudhola, Distt. Palwal-121102, Haryana, India Date: November 06, 2025 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 Q2/H1-FY26
EARNINGS PRESENTATION Q2/H1-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 50+ 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 Government’s proposed anti-dumping duty on Chinese crane imports; signals strong support for fair trade and India’s manufacturing ecosystem A policy tailwind that accelerates domestic investment, localisation, and advanced technology development in the Heavy Crane segmen
Slide 7: Evolving Opportunities - Defence
Evolving Opportunities - Defence We received our single largest order from Ministry of Defence for 1,121 no.s of Rough Terrain Forklifts (Telehandlers) amounting to Rs. 420 Crores, which will be partially executed in the current FY. This marks a pivotal step towards modernizing India’s Defence infra
Slide 8: Sectoral Growth Drivers
Sectoral Growth Drivers • The Government announced investment of ₹75,000 crore, for 100 critical transport infrastructure projects, for last and first mile connectivity for ports, coal, steel, fertilizer, and food grains sectors. • The Union Budget 2025-26 introduced an Urban Challenge Fund of ₹1 la
Slide 9: Sectoral Growth Drivers
Sectoral Growth Drivers • The Ministry of Agriculture & Farmers Welfare allocated ₹1.37 lakh crore in FY26 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, reflecting a CAGR of 6.7% during the forecast period • The
Slide 10: Financial Overview Q2/H1-FY26
FINANCIAL OVERVIEW Q2/H1 -FY26 9
Slide 11: Q2/H1-FY26 Financial & Operational Highlights
Q2/H1-FY26 Financial & Operational Highlights Q2-FY26 Financial Highlights (Consolidated) H1-FY26 Operational Highlights • Total Income declined by 4.9 % YoY due to adoption of CEV - 5 Emission INR 7,736 Mn INR 1,383 Mn 17.88% norms & moderation in activity due to prolonged monsoons. Total Income* E
Slide 12: Segment wise – Quarterly Sales Volume
Segment wise – Quarterly Sales Volume Cranes, Construction Equipment Agricultural Equipment & Material Handling Equipment 2,863 724 2,337 2348 589 526 Q2-FY25 Q1-FY26 Q2-FY26 Q2-FY25 Q1-FY26 Q2-FY26
Slide 13: Quarterly Consolidated Financial Performance
Quarterly Consolidated Financial Performance Particulars (INR Mn) Q2-FY26 Q2-FY25 Y-o-Y Q1-FY26 Q-o-Q Total Income* 7,736 7,909 -2.2% 7,032 10.0% Total Expenses 6,353 6,482 -2.0% 5,593 13.6% EBITDA 1,383 1,427 -3.1% 1,439 -3.9% EBITDA Margins (%) 17.88% 18.04% -16 Bps 20.46% -258 Bps Depreciation 87
Slide 14: Half Yearly Consolidated Financial Performance
Half Yearly Consolidated Financial Performance Particulars (INR Mn) H1-FY26 H1-FY25 Y-o-Y Total Income* 14,768 15,527 -4.9% Total Expenses 11,945 12,838 -7.0% EBITDA 2,823 2,689 5.0% EBITDA Margins (%) 19.12% 17.32% 180 Bps Depreciation 168 138 21.7% Finance Cost 141 164 -14.0% PBT 2,514 2,387 5.3%
Slide 15: Historical Consolidated Financial Performance
Historical Consolidated Financial Performance Particulars (INR Mn) FY23 FY24 FY25 H1-FY26 Total Income* 22,008 29,909 34,274 14,768 Total Expenses 19,387 25,106 28,213 11,945 EBITDA 2,621 4,803 6,061 2,823 EBITDA Margins (%) 11.91% 16.06% 17.68% 19.12% Depreciation 180 232 283 168 Finance Cost 103 2
Slide 16: 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) Property plant & Equipment 5,595 6,967 7,114 (A) Share Capital 238 238 238 (B) Capital Work in Progress 436 277 419 (B) Other Equity 12,060 15,909 17,587 (C) Right-of-Use
Slide 17: Key Consolidated Financial Highlights
Key Consolidated Financial Highlights Total Income* (INR Mn) EBITDA and EBITDA Margins (INR Mn) PAT and PAT Margins (INR Mn) 12.72% 34,274 6,061 11.94% 10.97% 29,909 4,803 7.86% 4,092 22,008 17.68% 19.12% 11.91% 3,282 16.06% 1,878 14,768 2,823 1,730 2,621 FY23 FY24 FY25 H1-FY26 FY23 FY24 FY25 H1-FY2
Slide 18: Capital Market Data
Capital Market Data 15.0% Stock Market Performance (as on 30th September, 2025) 10.0% 5.0% 0.0% -5.0%Oct 24 Nov 24 Dec 24 Jan 25 Feb 25 Mar 25 Apr 25 May 25 Jun 25 Jul 25 Aug 25 Sep 25 -10.0% -15.0% -20.0% -25.0% -30.0% -35.0% -40.0% ACE Sensex Price Data (As on 30th September, 2025) Shareholding pa
Slide 19: 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 20: 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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