EPACK Durable

EPACK Durable reported Q3 FY26 revenue of ₹427.8 CrCurrent reported value: ₹427.8 Cr. No comparable prior figure is available in the source record. (+13.5Current reported value: 13.5. No comparable prior figure is available in the source record.% YoY) and EBITDA of ₹31.7 CrCurrent ₹31.7 crore vs previous available quarter ₹0.5 crore. (+31.5% YoY), with EBITDA margin expanding 102 bpsCurrent reported value: 102 bps. No comparable prior figure is available in the source record. to 7.41%Current 7.4% vs previous available quarter -0.5%.. Growth was driven by strong performance in components (+61%Current 61%. Reported change: +61% YoY. YoY), large domestic appliances (+74%Current 74%. Reported change: +74% YoY. YoY), and small domestic appliances (+30% YoY), offsetting a marginal 1% decline in the AC segment. The company added two new customers, bringing the total to 67Current 67. Reported change: +2 in Q3.. Management guided for AC revenue mix to remain at 60-65%, with SDA and components contributing 12-15% and ~20% respectively. Capex of ₹450 Cr over 12-18 months is underway, with ₹218 Cr already incurred. The washing machine business is ramping up, and the new JV facility with Haier is ready for production. Risks include potential demand slowdown from commodity-driven price hikes and high channel inventory of old BEE-rated ACs.