ACE Q4 Results 2026 Preview: Date, Time, Expectations & Key Things To Watch

CompoundingAI Research Updated May 15, 2026 3 min read

Action Construction Equipment (ACE) faces a critical Q4 as it navigates the impact of BS-V emission norms and shifting infrastructure demand. Investors will be looking for signs of volume recovery and progress on the newly formed KATO Works joint venture.

Quick Details

Results date	May 20, 2026
Quarter	Q4 FY 2025-2026
Previous quarter revenue	Rs. 890.4 Cr
Previous quarter PAT	Rs. 116.4 Cr
Previous quarter EBITDA margin	18.59%
Market cap	Rs. 10542.44 Cr
CMP	Rs. 885.3

ACE Q4 Results Date and Time

The Board of Directors will meet on May 20, 2026, to consider the audited financial results and recommend dividend for FY2026.

What to expect from ACE's Q4 FY26 results

In its most recently reported quarter, ACE posted revenue of Rs. 890.4 Cr, PAT of Rs. 116.4 Cr, and an EBITDA margin of 18.59%. Management has indicated that the company is targeting a long-term steady-state EBITDA margin of 18%-19% including other income, supported by a 30-40% volume increase in backhoe loaders to 1,200-1,300 units by FY27. The company is currently executing a Rs. 300-350 crore capex plan for FY26, which includes a new crane plant designed to add Rs. 1,500 crore in revenue capacity. While the company faces competitive pressure from Chinese imports, management has highlighted the recommendation for anti-dumping duties as a significant structural positive for the domestic sector.

Key Things To Watch

Performance vs Guidance Tracking: Tracking progress against stated FY26 and long-term targets.

Revenue growth — 14-15% target for FY26 — Revised down to flattish-single digit
EBITDA Margin — 18-19% by FY27-28 — On Track (9M FY26 at 18.91%)
Backhoe loader volume — 1,200-1,300 units by FY27 — Monitor (Current 800-900 units)

ACE KATO Joint Venture: Strategic updates on the newly incorporated 50:50 partnership.

Business Transfer Agreement for Heavy Cranes business — Expected completion June 30, 2026
Initial annual opportunity — Rs 300-400 Crore
Total opportunity — Rs 800-1,000 Crore

Operational Focus Areas: Key metrics impacting quarterly performance.

Q4 demand recovery — Management expects demand to improve strongly into Q4
Capacity utilization — Currently at ~70% for cranes and construction equipment
Anti-dumping duty — Final judgment on Chinese crane imports expected June-July 2025

Frequently Asked Questions

When will ACE announce Q4 FY 2025-2026 results?

ACE will announce its Q4 FY 2025-2026 results on May 20, 2026.

What was ACE's revenue in its previous quarter?

ACE reported a consolidated revenue of Rs. 890.4 Cr in Q3 FY2026.

When does ACE expect its backhoe loader segment to reach crane-level margins?

Management expects backhoe loader margins to reach crane-level once annual volumes exceed 1,300-1,400 units. The current annual volume is 800-900 units.

What is the status of the ACE KATO joint venture?

The JV was incorporated on March 11, 2026, and the transfer of the Heavy Cranes business is expected to be completed by June 30, 2026. The entity will focus on manufacturing truck, crawler, and rough terrain cranes.

Is ACE on track with its previously stated revenue guidance?

No, the FY26 revenue growth guidance has been revised down from 14-15% to flattish to single-digit growth due to BS-V emission norm transitions and monsoon impacts. The long-term target of Rs 4,400 crore by FY27 remains the company's focus.