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EPACK Durable Reports Gas Supply Constraints; Temporarily Halts West Asia Production
EPACK Durable Limited has been notified by its gas suppliers of potential supply constraints due to ongoing geopolitical conflicts in the Middle East. As a precautionary measure, the company has temporarily suspended production specifically catering to the West Asia market. Despite this disruption, management currently anticipates no material impact on the company's overall operations. The company is actively monitoring the situation and evaluating alternative arrangements to ensure manufacturing continuity across its various plant locations.
Key Highlights
Gas supply constraints reported due to geopolitical developments in the Middle East region.
Temporary suspension of production lines specifically dedicated to the West Asia market.
Management currently expects no material impact on the company's overall consolidated operations.
Company is evaluating alternative supply arrangements to mitigate risks to manufacturing continuity.
💼 Action for Investors
Investors should monitor the duration of the production halt and whether supply constraints spread to domestic operations. While the impact is currently deemed non-material, any prolonged disruption or shift to more expensive fuel alternatives could affect margins.
EPACK Durable Commissions $30M Manufacturing Facility for Hisense in Sri City
EPACK Durable's wholly owned subsidiary has inaugurated a new 10-acre manufacturing facility in Sri City, Andhra Pradesh, dedicated to global brand Hisense. The project involves a USD 30 million investment and will initially produce 0.75 million Room Air Conditioners (RAC) annually starting February 2026. The facility is set to expand into washing machines and LED TVs by the third quarter of FY27, significantly diversifying EPACK's product portfolio. This partnership marks Hisense's first manufacturing footprint in India, positioning EPACK as a critical ODM partner for global brands.
Key Highlights
Commissioned a 10-acre facility in Sri City with a total investment of approximately USD 30 million.
Initial annual production capacity of 0.75 million Room Air Conditioners (RAC) for Hisense India.
Phased expansion into washing machines (Q2 FY27) and LED televisions (Q3 FY27).
Projected to create employment for 2,000 people over the next 12-24 months.
Financed through a combination of debt and internal accruals to support business growth.
💼 Action for Investors
Investors should monitor the successful ramp-up of the RAC production in early 2026 and the timely execution of Phase 2 and 3 expansions. This development strengthens EPACK's long-term revenue visibility and its competitive standing in the Indian ODM market.
EPACK Durable Commissions $30M Sri City Plant; Partners with Hisense for RAC Production
EPACK Durable's wholly-owned subsidiary has inaugurated a new 10-acre manufacturing facility in Sri City, Andhra Pradesh, representing a $30 million investment. This facility marks a strategic partnership with global brand Hisense, serving as their first manufacturing footprint in India. The plant will initially produce 0.75 million Room Air Conditioners annually, with commercial production starting in February 2026. Future phases include expanding into washing machines and LED televisions by the end of 2026, significantly diversifying EPACK's ODM portfolio.
Key Highlights
Investment of approximately USD 30 million funded via debt and internal accruals.
Initial annual capacity of 0.75 million Room Air Conditioners (RAC) to be added by FY27.
Phased expansion into Washing Machines (Q2 FY27) and LED TVs (Q3 FY27).
Strategic tie-up with Hisense to cater to 100% of their Indian RAC requirements.
Expected to create total employment for 2,000 resources over the next 12-24 months.
💼 Action for Investors
Investors should monitor the execution of Phase 2 and 3 expansions as they represent a significant diversification into higher-margin electronics. The partnership with a global player like Hisense provides strong revenue visibility for the upcoming fiscal years.
EPACK Durable Receives INR 7.36 Crore Incentive Under M-SIPS Scheme
EPACK Durable Limited has received the Phase III incentive amounting to INR 7.36 Crore under the Modified Special Incentive Package Scheme (M-SIPS). This incentive, granted by the Ministry of IT & Electronics, Government of India, is designed to promote domestic electronics manufacturing. The payment is a result of the company's capital expenditure investments in setting up electronic manufacturing units. This cash inflow supports the company's financial position and reinforces its commitment to the 'Make in India' initiative.
Key Highlights
Received Phase III incentive of INR 7.36 Crore under the M-SIPS scheme.
Incentive provided by the Ministry of IT & Electronics for capital expenditure investments.
The scheme supports the establishment of electronic manufacturing units in India.
The receipt of funds aligns with the company's participation in 'Make in India' and 'Atmanirbhar Bharat' programs.
💼 Action for Investors
Investors should view this as a positive liquidity event that validates the company's manufacturing strategy. Monitor how such government incentives contribute to overall margin expansion in future earnings cycles.
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.
EPACKPEB 9M FY26: PAT Surges 59% to ₹623 Mn; Order Book Hits Record ₹12,155 Mn
EPack Prefab Technologies Limited reported a strong performance for 9M FY26, with consolidated revenue growing 31.3% YoY to ₹10,545 million. Profit After Tax (PAT) saw a significant jump of 58.9% to reach ₹623 million, driven by a 41% growth in the core Prefab segment. The company's order book remains robust at ₹12,155 million, representing a 57.5% increase compared to the previous year. Additionally, the company strengthened its balance sheet by repaying ₹700 million in debt and maintaining a net cash position of over ₹1,840 million.
Key Highlights
9M FY26 Revenue grew 31.3% YoY to ₹10,545 Mn, with Prefab segment revenue rising 41% YoY.
PAT surged 58.9% YoY to ₹623 Mn, with PAT margins improving from 4.9% to 5.9%.
Order book stands at a record ₹12,155 Mn as of Dec 31, 2025, a 57.5% YoY increase.
Company repaid ₹700 Mn of debt and holds a net cash position exceeding ₹1,840 Mn.
Capacity expansion on track with Mambattu brownfield expected by March 2026 and Gujarat Phase 1 in FY27.
💼 Action for Investors
Investors should view the strong order book and margin expansion as positive indicators of future growth, especially in high-growth sectors like renewables and data centers. Monitor the timely execution of the Mambattu and Ghiloth capacity expansions as they are critical for meeting the surging demand.
EPACKPEB Q3 FY26: 9M PAT Surges 59% YoY to ₹623 Mn; Order Book Hits ₹12,155 Mn
EPACKPEB reported a strong performance for the nine months ended December 2025, with Profit After Tax (PAT) surging 58.9% YoY to ₹623 Mn. The company's order book stands at a robust ₹12,155 Mn, providing significant revenue visibility for the coming quarters. Operational efficiency is evident as cash flow from operations grew 5x to ₹577 Mn, supported by a net cash position of over ₹1,840 Mn. Strategic expansions are underway in Gujarat and Andhra Pradesh to scale total PEB capacity to 2,20,000 MTPA by FY27.
Key Highlights
9M FY26 PAT increased by 58.9% YoY to ₹623 Mn, while EBITDA rose 37.6% to ₹1,135 Mn.
Order book reached ₹12,155 Mn as of December 31, 2025, with prefab revenue growing 41% YoY.
Cash flow from operations grew 5x YoY to ₹577 Mn due to improved working capital management.
ICRA upgraded the company's long-term credit rating to [ICRA]A+ (Stable).
Acquired 39 acres in Gujarat for a new 50,000 MTPA PEB facility expected by FY27.
💼 Action for Investors
Investors should view the strong order book and 5x growth in operating cash flow as signs of high execution capability and financial discipline. The capacity expansion and credit rating upgrade further strengthen the long-term growth thesis in the infrastructure and renewable sectors.
EPACKPEB Q3 PAT Rises 45% YoY to ₹16.8 Cr; Revenue Up 22% YoY
EPack Prefab Technologies reported a strong year-on-year performance for Q3 FY26, with revenue growing 22% to ₹325.2 crore and PAT increasing 45% to ₹16.8 crore. While YoY growth is robust, the company saw a sequential (QoQ) decline in both revenue and profit compared to the September quarter. A significant positive is the utilization of ₹70 crore from IPO proceeds to repay term loans, which will reduce future interest costs. The company's expansion in Andhra Pradesh is on track for commissioning by early FY27, providing a clear roadmap for capacity growth.
Key Highlights
Revenue from operations grew 22.1% YoY to ₹32,524.30 Lakhs in Q3 FY26.
Net Profit (PAT) surged 44.8% YoY to ₹1,682.84 Lakhs from ₹1,162.02 Lakhs in the previous year's quarter.
9M FY26 PAT of ₹6,227.67 Lakhs has already surpassed the total PAT of FY25 (₹5,917.66 Lakhs).
Company repaid approximately ₹7,000 Lakhs of term loans using IPO proceeds to strengthen the balance sheet.
Mambatu, Andhra Pradesh plant expansion is expected to commence operations by Q4 FY26 or early FY27.
💼 Action for Investors
Investors should view the strong YoY growth and debt reduction as positive indicators of fundamental strength. Monitor the upcoming commissioning of the Andhra Pradesh facility as it will be the primary driver for volume growth in FY27.
EPACKPEB Q3 FY26 PAT Jumps 45% YoY to ₹16.8 Cr; Revenue Up 22% to ₹325 Cr
EPack Prefab Technologies reported a strong year-on-year performance for Q3 FY26, with revenue growing 22% to ₹325.24 crore and PAT increasing 45% to ₹16.83 crore. For the nine-month period ended December 2025, the company has already surpassed its total FY25 profit, reaching ₹62.28 crore. The company significantly improved its balance sheet by repaying approximately ₹70 crore of term loans using IPO proceeds. While sequential (QoQ) performance showed a decline in both revenue and profit, the long-term growth trajectory remains supported by an upcoming plant in Andhra Pradesh.
Key Highlights
Revenue from operations grew 22.1% YoY to ₹32,524.30 Lakhs in Q3 FY26.
Net Profit (PAT) surged 44.8% YoY to ₹1,682.84 Lakhs compared to ₹1,162.02 Lakhs in Q3 FY25.
9M FY26 PAT of ₹6,227.67 Lakhs has already exceeded the full-year FY25 PAT of ₹5,917.66 Lakhs.
Utilized ₹7,000 Lakhs from IPO proceeds to repay term loans, reducing finance cost pressure.
Mambatu, Andhra Pradesh expansion project is on track to commence operations in Q4 FY26 or early FY27.
💼 Action for Investors
Investors should monitor the commissioning of the Mambatu plant as a key growth catalyst for FY27. The strong YoY growth and debt reduction post-IPO make the stock a positive 'Hold' for long-term infrastructure-themed portfolios.
EPACK Durable Q3 Net Profit Rises Marginally to ₹2.59 Cr; Auditor Issues Qualification
EPACK Durable reported a 13.5% YoY increase in Q3 FY26 revenue to ₹427.75 crore, while net profit saw a marginal uptick to ₹2.59 crore. However, the nine-month (9M) performance remains weak, with net profit plunging to ₹3.23 crore from ₹17.42 crore in the previous year. A significant concern is the auditor's qualified opinion regarding ₹19.61 crore in disputed trade receivables for which no provision has been made. The board also approved the re-appointment of the Whole Time Director and four Independent Directors for new terms starting in 2026.
Key Highlights
Q3 FY26 revenue from operations grew 13.5% YoY to ₹427.75 crore.
Net profit for the quarter stood at ₹2.59 crore compared to ₹2.51 crore in Q3 FY25.
9M FY26 net profit dropped significantly to ₹3.23 crore from ₹17.42 crore YoY.
Auditor issued a qualified conclusion regarding ₹1,961 lakhs in disputed trade receivables.
Board approved re-appointment of Bajrang Bothra as Whole Time Director for 5 years from June 2026.
💼 Action for Investors
Investors should exercise caution due to the auditor's qualification on receivables and the sharp decline in 9-month profitability. Monitor the company's ability to recover the disputed ₹19.61 crore and the performance of its newly incorporated subsidiaries.
EPACK Durable Q3 FY26: Revenue Up 13.5% YoY; Component Segment Surges 158%
EPACK Durable reported a 13.5% YoY increase in Q3 FY26 revenue to INR 4,278 million, showing recovery despite a 14.7% decline in 9M FY26 revenue caused by RAC segment headwinds. The company is successfully diversifying its portfolio, with RAC revenue contribution dropping from 80% in FY23 to 57% in 9M FY26, while the high-margin components segment grew by 158.4% YoY. Strategic initiatives, including a $1 billion revenue partnership with Hisense and a JV with Ram Ratna Group, are set to drive long-term growth. Customer concentration risk has also improved significantly, with top 2 customer dependency falling from 72% in FY23 to 38% in 9M FY26.
Key Highlights
Q3 FY26 revenue grew 13.5% YoY to INR 4,278 Mn, while 9M FY26 EBITDA margin stood at 6.76%.
Component segment revenue skyrocketed 158.4% YoY in 9M FY26 to INR 2,270 Mn, driven by backward integration.
RAC business dependency reduced to 57% of revenue in 9M FY26 from 80% in FY23, indicating successful diversification.
Strategic Hisense partnership projected to add $1 billion in incremental revenue over the next five years.
Top 2 customer dependency significantly reduced from 72% in FY23 to 38% in 9M FY26, improving business stability.
💼 Action for Investors
Investors should focus on the company's transition from a pure RAC player to a diversified electronics manufacturer, particularly the ramp-up of the Hisense deal and the new EPAVO facility. The significant growth in the components segment and reduced customer concentration are positive indicators for long-term margin stability.
EPACK Durable Q3 Results: Revenue Up 13.5% to ₹4,278 Mn, EBITDA Surges 31.5%
EPACK Durable reported a solid Q3 FY26 with consolidated revenue growing 13.5% YoY to INR 4,278 million. While the core Room Air Conditioner (RAC) segment saw a marginal 1% decline, the company's diversification strategy yielded significant growth in Small Domestic Appliances (30%), Components (61%), and Large Domestic Appliances (74%) segments. EBITDA margins improved by 102 basis points to 7.41%, reflecting better execution and product mix. The company added two new customers and is progressing with its Sri City Hisense plant expansion to drive future growth.
Key Highlights
Consolidated Revenue grew 13.5% YoY to INR 4,278 Mn for Q3 FY26
EBITDA increased by 31.5% YoY to INR 317 Mn with margins expanding 102 bps to 7.41%
Component and LDA segments showed explosive growth of 61% and 74% YoY respectively
SDA segment grew 30% YoY, driven by strong demand for air fryers and new product launches
Added 2 new customers during the quarter with supplies already commenced
💼 Action for Investors
The company is successfully reducing its seasonal dependence on RACs through high-growth verticals like Components and LDAs. Investors should monitor the ramp-up of the Sri City Hisense plant and the sustainability of margin expansion as the product mix evolves.
EPACK Durable Approves Q3 FY26 Results and Re-appoints Key Board Members
EPACK Durable Limited held a board meeting on January 20, 2026, to approve financial results for the quarter and nine months ending December 31, 2025. The board proposed the re-appointment of Chairman Bajrang Bothra as Whole Time Director for a five-year term starting June 2026. Furthermore, four independent directors were re-appointed for a second term of three years each, effective July 2026. These leadership decisions aim to maintain management stability and are subject to shareholder approval.
Key Highlights
Approved Unaudited Standalone and Consolidated Financial Results for Q3 and 9M ended Dec 31, 2025
Re-appointed Mr. Bajrang Bothra as Whole Time Director for a 5-year term (June 2026 to June 2031)
Re-appointed 4 Independent Directors for second terms of 3 years each starting July 29, 2026
Board composition remains stable with experts from banking, manufacturing, and consulting sectors
All re-appointments are subject to the final approval of the company members
💼 Action for Investors
Investors should review the detailed financial performance figures once published to assess the company's growth trajectory. The continuity in the board is a positive sign for long-term strategic stability.
EPACKPEB Shareholders Approve ESOP Scheme 2024 with Over 99% Majority
EPack Prefab Technologies Limited has announced the successful passing of two special resolutions via postal ballot. Shareholders overwhelmingly approved the ratification of the EPACK Prefab Employee Stock Option Scheme 2024, with 99.99% of votes in favor. Additionally, the extension of ESOP benefits to employees of subsidiary and associate companies was approved with 99.42% support. These measures are designed to enhance talent retention and align employee interests with long-term shareholder value.
Key Highlights
Resolution for ESOP Scheme 2024 ratified with 99.9975% of votes cast in favor.
Extension of ESOP benefits to subsidiary employees approved with 99.4245% majority.
Total voter turnout represented 76.65% of the total 10,04,51,997 equity shares.
Promoter and Promoter Group voted 100% in favor of both resolutions.
💼 Action for Investors
Investors should view this as a positive step towards institutionalizing the company and retaining key talent. While ESOPs lead to minor equity dilution, they are generally favorable for long-term growth alignment.
EPACK Durable Files Rs 19.61 Cr Recovery Suit; Approves New Bhiwadi Facility
EPACK Durable has initiated legal proceedings against Gangnam Steel Retail Private Limited to recover outstanding dues amounting to Rs. 19.61 Crores. The company has filed a complaint with the Economic Offences Wing (EOW) alleging willful non-payment and financial misrepresentation. Simultaneously, the Board approved setting up a new manufacturing facility in Bhiwadi to relocate its Air Cooler production lines due to space constraints at existing sites. This move involves leasing new land to optimize production flow without immediate capacity additions.
Key Highlights
Initiated legal action against Gangnam Steel Retail Private Limited for recovery of Rs. 19.61 Crores
Filed complaint with the Economic Offences Wing (EOW) for financial misrepresentation
Approved setting up a new manufacturing facility in Bhiwadi specifically for Air Cooler production
Relocating existing production lines to the new facility to address space constraints at current sites
Board authorized taking suitable land on lease for the new Bhiwadi manufacturing unit
💼 Action for Investors
Investors should monitor the progress of the Rs 19.61 crore recovery as it represents a significant receivable risk. The relocation to a new facility is a strategic move to manage space constraints and should be evaluated for its impact on operational efficiency.
EPACK Durable to Relocate Air Cooler Lines and Files Legal Suit for ₹19.61 Cr Recovery
EPACK Durable's board has approved the establishment of a new manufacturing facility in Bhiwadi by leasing land to address space constraints at its existing site. This move involves relocating existing Air Cooler production lines rather than adding new capacity. Concurrently, the company has initiated legal action against Gangnam Steel Retail Private Limited for the recovery of ₹19.61 Crores in unpaid dues. A complaint has been filed with the Economic Offences Wing (EOW) alleging financial misrepresentation and willful non-payment by the debtor.
Key Highlights
Relocation of Air Cooler production lines to a new leased facility in Bhiwadi due to space constraints.
No immediate capacity addition from the new facility, focusing on operational optimization.
Initiated legal proceedings against Gangnam Steel Retail Private Limited for ₹19.61 Crores.
Complaint filed with the Economic Offences Wing (EOW) for financial misrepresentation.
Board approved taking suitable land on lease for the new Bhiwadi facility.
💼 Action for Investors
Investors should monitor the recovery process of the ₹19.61 Crore receivable as any failure to recover could lead to provisioning. The relocation of production lines is a neutral operational move aimed at better space management.
EPack Prefab Seeks Approval for 16.91 Lakh ESOP Pool and Extension to Subsidiaries
EPack Prefab Technologies has issued a postal ballot notice to ratify its Employee Stock Option Scheme 2024. The scheme involves a total pool of 1,691,464 stock options, where each option is convertible into one equity share of ₹2 face value. The company is also seeking approval to extend these ESOP benefits to employees of its current and future subsidiary and associate companies. Shareholders can participate in the remote e-voting process from December 17, 2025, to January 15, 2026.
Key Highlights
Ratification of ESOP Scheme 2024 with a total pool size of 16,91,464 stock options
Each stock option is convertible into one equity share of ₹2/- fully paid
Proposal to extend ESOP benefits to employees of subsidiary and associate companies
Remote e-voting period set from December 17, 2025, to January 15, 2026
Cut-off date for eligibility to vote is December 12, 2025
💼 Action for Investors
Investors should note the potential equity dilution from the 16.91 lakh shares pool, though such schemes are standard for talent retention. No immediate action is required other than participating in the voting process if desired.