Any current/future new fundraising through debt or equity?

The company has not explicitly mentioned any new fundraising plans through debt or equity in the disclosed pages. Current focus is on capital allocation to product-wise development with disciplined investments after validating returns and customer approvals. They have incurred capex of around INR 220 crores over the last nine months and plan to invest an additional INR 225 crores in the next 6-9 months, indicating internal funding for expansion. There is emphasis on working capital optimization, with normalized payable days of 90-100 days and improvement in inventory and capital efficiency. In

Future growth expectations in sales/revenue/volumes?

Industry expects AC market growth of 15% to 20% annually over the next 4-5 years, with EPACK aiming for 25% to 30% growth in AC segment till 2030. For FY '25-'26, flat to marginal revenue growth is anticipated, recovering degrowth in AC from growth in SDA, LDA, and components. EPACK plans 15%-20% volume growth in air conditioners for the current calendar year and robust order pipeline in components and appliances. Expansion in new product categories like vacuum cleaners, tower fans, hair dryers, and air purifiers planned, with phased launches starting Q4 FY '26. Washing machines (top a

Future growth expectations in earnings/operating earnings/profits/EPS?

The company expects flattish to marginal revenue growth for FY '26 due to AC industry degrowth offset by gains in SDA, LDA, and components. Medium to long-term EBITDA margins are targeted at 7.5% to 8%. Anticipated AC industry growth of 15% to 20% per year over the next 4-5 years; EPACK expects to outperform with 25% to 30% growth in AC segment till 2030. SDA, LDA, and components segments projected to grow at a much faster pace than AC, aiding overall revenue and margin expansion. Epavo, currently loss-making, is expected to reduce losses starting Q4 FY '26 and turn profitable by FY '2

Current/ Expected Orderbook/ Pending Orders?

EPACK Durable Limited does not have confirmed order books; orders are based on 6 to 12 months of customer projections rather than firm purchase orders. For Small Domestic Appliances (SDA) and Large Domestic Appliances (LDA), the order projections are very encouraging, indicating strong growth potential. Growth is expected in both existing products and newer product categories planned for upcoming quarters. The positive order projections in SDA and LDA give confidence in driving revenue and margin growth going forward. The company is seeing robust current RFQs and order books aligned with antic

Any current/future capex/capital investment/strategic investment?

EPACK Durable has incurred INR 218 crores capex in the last nine months of FY '26: - Q1: INR 45 crores - Q2: INR 130 crores - Q3: INR 45 crores Additional INR 225 crores capex planned over next 6 to 9 months. Investments primarily directed towards: - Capacity expansion, equipment installation for washing machine lines. - Component segment at new Sricity plant. New greenfield plant in Bhiwadi commenced trial production in end of Q2 FY '26; ramp-up ongoing. JV facility with Hisense advancing with new line setup for front-load washing machines. Strategic investments include: - Epavo f

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Epack Durable LtdQ4 FY27Consumer Durables

Epack Durable Ltd Q4 FY27 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹241P/E: 56.5Market Cap: ₹2.3K CrSector: Consumer Durables

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 3

→Industry expects AC market growth of 15% to 20% annually over the next 4-5 years, with EPACK aiming for 25% to 30% growth in AC segment till 2030.
→For FY '25-'26, flat to marginal revenue growth is anticipated, recovering degrowth in AC from growth in SDA, LDA, and components.
→EPACK plans 15%-20% volume growth in air conditioners for the current calendar year and robust order pipeline in components and appliances.
→Expansion in new product categories like vacuum cleaners, tower fans, hair dryers, and air purifiers planned, with phased launches starting Q4 FY '26.
→Washing machines (top and front load) expected to ramp up rapidly following addition of key multinational customers and JV with Hisense.
→Medium to long-term revenue mix targets 55-65% from AC, 12-15% from small domestic appliances (SDA), and 20-25% from components.
→Capex of ~INR 450 crores over 12-18 months for growth and capacity expansion.

Margin guidance

Category 3

→The company expects flattish to marginal revenue growth for FY '26 due to AC industry degrowth offset by gains in SDA, LDA, and components.
→Medium to long-term EBITDA margins are targeted at 7.5% to 8%.
→Anticipated AC industry growth of 15% to 20% per year over the next 4-5 years; EPACK expects to outperform with 25% to 30% growth in AC segment till 2030.
→SDA, LDA, and components segments projected to grow at a much faster pace than AC, aiding overall revenue and margin expansion.
→Epavo, currently loss-making, is expected to reduce losses starting Q4 FY '26 and turn profitable by FY '27.
→New product launches and diversification into components and appliances aimed at improving margins and reducing customer concentration risks.
→The company remains focused on operational discipline and asset utilization to drive profitability improvements.

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Fundraise plans

→The company has not explicitly mentioned any new fundraising plans through debt or equity in the disclosed pages.
→Current focus is on capital allocation to product-wise development with disciplined investments after validating returns and customer approvals.
→They have incurred capex of around INR 220 crores over the last nine months and plan to invest an additional INR 225 crores in the next 6-9 months, indicating internal funding for expansion.
→There is emphasis on working capital optimization, with normalized payable days of 90-100 days and improvement in inventory and capital efficiency.
→Interest cost has remained stable (around INR13-20 crores) and there is an intention to reduce it by improving working capital.
→No specific mention of planned equity dilution or new debt issuance was found in the provided transcript.

Order book

Yes

→EPACK Durable Limited does not have confirmed order books; orders are based on 6 to 12 months of customer projections rather than firm purchase orders.
→For Small Domestic Appliances (SDA) and Large Domestic Appliances (LDA), the order projections are very encouraging, indicating strong growth potential.
→Growth is expected in both existing products and newer product categories planned for upcoming quarters.
→The positive order projections in SDA and LDA give confidence in driving revenue and margin growth going forward.
→The company is seeing robust current RFQs and order books aligned with anticipated growth of 15% to 20% over the FY '24-'25 numbers.
→The order pipeline supports the expected recovery and growth trajectory after a degrowth phase in the AC industry sector.

Capex plans

Yes

→EPACK Durable has incurred INR 218 crores capex in the last nine months of FY '26:
→ - Q1: INR 45 crores
→ - Q2: INR 130 crores
→ - Q3: INR 45 crores
→Additional INR 225 crores capex planned over next 6 to 9 months.
→Investments primarily directed towards:
→ - Capacity expansion, equipment installation for washing machine lines.
→ - Component segment at new Sricity plant.
→New greenfield plant in Bhiwadi commenced trial production in end of Q2 FY '26; ramp-up ongoing.
→JV facility with Hisense advancing with new line setup for front-load washing machines.
→Strategic investments include:
→ - Epavo for backward integration to support increasing demand for energy-efficient BLDC motors.
→Focus on careful capital allocation, product-wise cost monitoring and expected margin improvement with scale.

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