EPACK

Management indicated FY26 was challenging, with RAC segment revenue declining, but strong growth in SDA, LDA, and components (approx. 53% and 50% YoY respectively in Q4 FY26). For FY27, management expects more encouraging trends and aims to outgrow the industry's projected 15% growth. Remaining CAPEX of ₹170-200 crores is planned over the next 9-12 months. The company reiterated its long-term vision to achieve ₹5,000 crores revenue in 2-3 years, with normalized EBITDA margins expected around 7% before incentives, improving with capacity utilization. Management confirmed the reversal of ₹32.42 crores in previously accrued PLI income for FY26 and advised caution on recognizing future PLI incentives; however, Rajasthan RIPS incentives are expected for FY27. An auditor's qualified opinion was noted regarding ₹19.61 crores in disputed trade receivables.

EPACK Durable Limited announced the availability of the audio recording for its Investors' Conference Call held on May 16, 2026, which discussed the standalone and consolidated financial results for the quarter and financial year ended March 31, 2026. The recording is accessible on the company's website.

EPACK Durable Limited has authorized its Key Managerial Personnel (KMP) – Mr. Bajrang Bothra (Whole Time Director), Mr. Ajay DD Singhania (Managing Director & CEO), Mr. Rajesh Kumar Mittal (Chief Financial Officer), and Ms. Esha Gupta (Company Secretary & Compliance Officer) – to determine the materiality of events and information and to make disclosures to the Stock Exchanges, in compliance with SEBI Regulation 30(5).

Consolidated Revenue ₹591Cr vs ₹643.1Cr (▼8.1% YoY), EBITDA ₹25.8Cr vs ₹72.06Cr (▼64.2% YoY), Net Profit Margin 0.00% (▼586bps YoY). EBITDA Margin 4.37% (▼684bps YoY). Management noted a temporary slowdown in the RAC segment impacted performance and margins, though SDA, LDA, and Component segments showed growth.

The Board of Directors of EPACK Durable Limited, at its meeting on May 20, 2026, approved the appointment of Ms. Esha Gupta as Company Secretary & Compliance Officer (KMP) effective May 20, 2026. The Board also approved the re-appointment of Mr. Ajay DD Singhania as Managing Director for a five-year term from November 2, 2026, to November 1, 2031, subject to shareholder approval. Furthermore, M/s Cheena & Associates was re-appointed as Cost Auditor for FY 2026-27, subject to member ratification. Mr. Shailendra Kumar, Senior General Manager – Sales & Marketing, will no longer be categorized as Senior Management Personnel due to organizational restructuring, but will continue in his current role.

EPACK Durable Limited announced the appointment of Ms. Esha Gupta as Company Secretary & Compliance Officer (KMP) effective May 20, 2026. The Board also approved the re-appointment of Mr. Ajay DD Singhania as Managing Director for a five-year term from November 2, 2026, to November 1, 2031, subject to shareholder approval. M/s Cheena & Associates were re-appointed as Cost Auditors for FY 2026-27. Additionally, Mr. Shailendra Kumar was re-categorized from Senior Management Personnel due to an organizational change, but will continue in his existing role.

EPACK Durable Limited announced the appointment of Ms. Esha Gupta as Company Secretary & Compliance Officer. The Board also approved the re-appointment of Mr. Ajay DD Singhania as Managing Director for a five-year term commencing November 2, 2026, subject to shareholder approval. M/s Cheena & Associates were re-appointed as Cost Auditors for FY 2026-27, subject to member ratification. Additionally, Mr. Shailendra Kumar, Senior General Manager – Sales & Marketing, will no longer be categorized as Senior Management Personnel due to an organizational restructuring, but continues in his current role.

EPACK Durable Limited's Board of Directors, at its meeting on May 20, 2026, approved the appointment of Ms. Esha Gupta as Company Secretary & Compliance Officer, effective May 20, 2026. The Board also approved the re-appointment of Mr. Ajay DD Singhania as Managing Director for a five-year term from November 02, 2026, to November 01, 2031, subject to shareholder approval. Additionally, M/s Cheena & Associates were re-appointed as Cost Auditors for FY 2026-27, and Mr. Shailendra Kumar, Senior General Manager – Sales & Marketing, will no longer be categorized as Senior Management Personnel due to an organizational restructuring, though he continues in his role.

EPACK Durable Limited reported Consolidated Revenue of ₹591.05Cr for Q4 FY26 vs ₹643.25Cr in Q4 FY25 (▼8.11% YoY), EBITDA of ₹25.85Cr vs ₹72.09Cr (▼64.15% YoY), and PAT of ₹0.02Cr vs ₹37.72Cr (▼99.95% YoY). EBITDA Margin contracted from 11.21% to 4.37% (▼684bps). The auditors issued a qualified opinion on the financial results due to disputed trade receivables of ₹19.61 Cr, for which the company believes recovery is probable and has not made a provision. The company also reversed ₹32.42 Cr in PLI income due to not meeting sales thresholds.

EPACK Durable Limited has received Entitlement Certificates under the Rajasthan Investment Promotion Scheme (RIPS-2024) for its Bhiwadi manufacturing facility, effective February 15, 2022. The approved incentives include a Turnover Linked Incentive of 1.32% of eligible net sales for 10 years, 100% Electricity Duty Exemption for 7 years, and 50% reimbursement of eligible skilling and training expenditure. These benefits are expected to enhance long-term manufacturing competitiveness and support future growth.

EPACK Durable Limited has scheduled a conference call with analysts and institutional investors on Thursday, May 21, 2026, at 09:30 A.M. (IST) to discuss the Standalone and Consolidated Audited Financial Statements/Results for the quarter and financial year ended March 31, 2026. The company stated that no Unpublished Price Sensitive Information will be shared during this meeting.

EPACK Durable Limited provided an update on a pending litigation related to a Show Cause Notice (SCN) from Customs. The Hon'ble High Court of Delhi, in its order dated April 28, 2026, remanded the matter to the Central Board of Indirect Taxes and Customs for adjudication. The company clarified that the order is procedural and does not adjudicate upon or confirm the demand raised in the SCN. Based on current assessment, there is no immediate material financial impact on the company.