Epack Prefab Technologies Ltd (EPACKPEB) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management maintains FY27 guidance of 1,900 crore revenue and 10-10.5% EBITDA margin, signaling a strong H2 recovery in profitability.
- The new Gujarat plant will be commissioned in Q4 FY27, raising total peak revenue capacity to 2,800-3,000 crores.
- Working capital normalization is a top priority for H2, with receivables worth 144 crores expected to be collected in Q3.
Performance Overview
- Reported the biggest quarter ever with Q2 revenue reaching 501 crores.
- Order inflow for H1 grew by 71% to 1,124 crores, exceeding half of the full-year target.
- The current order book stands strong at 1,462 crores, providing revenue visibility for the next 8-9 months.
- Successfully commissioned a new 13,000-ton steel processing capacity and a sandwich panel line at the Ghiloth, Rajasthan plant.
- Maintained a net cash positive position and had its A+ rating reconfirmed by ICRA.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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Tone & Disclosure
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