Everest Kanto Cylinder Ltd
Everest Kanto Cylinder Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
India Business Growth: Expected 10% - 15% growth in sales/revenue for the coming quarters and FY26 (Page 6). - Margin Expectations: Sustainable margins around 13% - 14% in India, with efforts to achieve higher but conservative guidance maintained (Page 6 and 8). - US Business: Strong order book (~USD 70 million) and expected to continue delivering good margins and growth, with a planned product pipeline for 1.5-2 years (Page 4). - Egypt and Mundra Facilities: Capacity additions of 120,000 cylinders (Egypt) and 200,000 cylinders (Mundra) with commercial production starting within FY26; significant revenue impact expected from FY27 onwards (Page 4 and 7). - Order Book: India maintains an order book around Rs. India business growth expected at 10%-15% annually going forward.
From Everest Kanto Cylinder Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- India Business Growth: Expected 10% - 15% growth in sales/revenue for the coming quarters and FY26 (Page 6).
- Margin Expectations: Sustainable margins around 13% - 14% in India, with efforts to achieve higher but conservative guidance maintained (Page 6 and 8).
- US Business: Strong order book (~USD 70 million) and expected to continue delivering good margins and growth, with a planned product pipeline for 1.5-2 years (Page 4).
- Egypt and Mundra Facilities: Capacity additions of 120,000 cylinders (Egypt) and 200,000 cylinders (Mundra) with commercial production starting within FY26; significant revenue impact expected from FY27 onwards (Page 4 and 7).
2 more points management made on revenue & sales performance
Profitability & Margins
See what Everest Kanto Cylinder Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Current CAPEX includes:
- Egypt plant: Rs. 120 crore (around Rs. 70 crore spent so far)
- India (Mundra) plant: Rs. 125 crore (around Rs. 90 crore spent so far)
- Capacity additions:
- Egypt: 120,000 units
- Mundra, India: 200,000 units
- Egypt plant expected to start trial production in Oct-Nov 2025, with commercial production likely within 2-3 months after; major impact visible from FY27.
- Mundra plant expected to be ready by last quarter of FY26, with commercial production starting before year-end.
- CAPEX funded through internal accruals and borrowings; company aims to remain net debt free.
2 more points management made on capital expenditure plans
Top-ranked in Industrial Manufacturing
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Everest Kanto Cylinder Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The current order book in India business is around Rs. 60 crore, and the company continuously receives and executes orders to maintain this level.
- For the US business, the order book stands at approximately USD 70 million, with products planned for 1.5 to 2 years ahead.
- The US market order book is dynamic, with continuous execution and incoming new orders.
2 more points management made on order book & pipeline
Everest Kanto Cylinder Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹365 Cr, net profit ₹36 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Everest Kanto Cylinder Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Everest Kanto Cylinder Ltd Q1 FY26 results?
India Business Growth: Expected 10% - 15% growth in sales/revenue for the coming quarters and FY26 (Page 6). - Margin Expectations: Sustainable margins around 13% - 14% in India, with efforts to achieve higher but conservative guidance maintained (Page 6 and 8). - US Business: Strong order book (~USD 70 million) and expected to continue delivering good margins and growth, with a planned product pipeline for 1.5-2 years (Page 4). - Egypt and Mundra Facilities: Capacity additions of 120,000 cylinders (Egypt) and 200,000 cylinders (Mundra) with commercial production starting within FY26; significant revenue impact expected from FY27 onwards (Page 4 and 7). - Order Book: India maintains an order book around Rs. India business growth expected at 10%-15% annually going forward.
What is Everest Kanto Cylinder Ltd share price analysis?
Everest Kanto Cylinder Ltd currently shows a neutral. The stock trades at a P/E of 9.3 with a market cap of ₹1,239 Cr. Investors should review the full earnings analysis for detailed insights.
Is Everest Kanto Cylinder Ltd planning capital expenditure?
Current CAPEX includes: - Egypt plant: Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.