Top Tweets for #AJAXengineering
This Easter, we swapped concrete for colour and precision for a playful pour. Because at AJAX Engineering, it’s not just about building structures, it’s about crafting moments that stick.
From strength to sweetness, every mix tells a story.
Happy Easter!
#AJAXEngineering #MakesConcreteSense #EasterWithAJAX #BuiltToDeliver #EngineeringJoy
AJAX Engineering Ltd Concall Summary for Q3FY26
#AJAXengineering #Q3FY26
1) Business Environment
• Headwinds: long monsoon, CEV-5 transition, slow project execution
• Customer cash-flow issues delaying equipment buying
• Strategy: long-term positioning over short-term margin
• 60+ dealers; plan to add ~15 more gradually
• India infra capex strong (Union Budget ₹12.2 lakh Cr, ↑ ~11%)
2) 9M FY26 Performance
• Revenue: ₹1,345 Cr (↑ ~2% YoY)
• Adj. EBITDA: ₹154 Cr (vs ₹207 Cr YoY)
• EBITDA margin: 11.5%
• SLCM flattish; Non-SLCM ↑ 4.5%
• Spares & Services ↑ 14% YoY
• Cash & investments: ~₹810 Cr
3) Q3 FY26
• Revenue: ₹434 Cr (vs ₹548 Cr YoY)
• Adj. EBITDA: ₹48 Cr (vs ₹88 Cr YoY)
• Margin: ~11% (↓ ~510 bps YoY)
• Non-SLCM ↑ 13% YoY
• Spares & Services ↑ 11% YoY
4) Demand Commentary
• Strong states: Gujarat, UP, Odisha, Rajasthan (solar, irrigation, roads)
• Weak states: Karnataka, Maharashtra, Telangana (cash-flow delays)
• January demand improved vs Q3
• Q4 sequential recovery expected but high FY25 base limits YoY growth
• Headwinds seen as cyclical, not structural
5) Pricing & Competition
• Maintains 4–5% premium pricing
• Market share last 4 months: 78–82% (very strong)
• No aggressive discounting; calibrated price hikes planned
• Aim to recover cost inflation by Q1 FY27
6) Product Updates
• UDAAN (0.75 m³ SLCM): FY26 volume ~225–250 units
• Non-SLCM gaining traction in boom pumps & larger batching plants
• Pavers: EXCON success; exports emerging
• Spares & Services steady profit contributor
7) FY27 Outlook
• SLCM growth expected to revert to 15–18% from FY27
• Margin recovery via pricing + richer mix + operating leverage
• 5th plant commissioning in Q1 FY27
• Strong balance sheet supports expansion
Key Takeaway
• Q3 weak due to cyclical slowdown & high base
• Market share remains dominant at ~80%
• Pricing discipline intact
• FY27 recovery expected with infra upcycle
• Strong cash position ensures resilience
Detailed analysis was shared with my subscriber community last month. ##AjaxEngineering #stockinradar
#BrokerageCallOfTheDay
#Jefferies Bullish On #TorrentPower
- Steady growth, high RoE and relatively low debt levels
- 60% of EBITDA is from distribution & rising at a steady 8% CAGR
#Citi: Buy On #AjaxEngineering
- Operating leverage & efficiency measures to aid profitability in H2FY26
@sudarshankr #CNBCTV18Market
Ajax Engineering Limited Q2 FY26 Results:-
Revenue 444.81 Cr vs 300.98 Cr
(+47.79% YoY & -4.65% QoQ)
PAT 39.07 Cr vs 34.03 Cr
(+14.79% YoY & -26.12% QoQ)
#Q2Results #Q2FY26 #stockmarket #nifty
#ajaxengineering
Recently Listed #IPOAlert Quaterly Result Today
#Ventive
#VMM
#RubiconResearchIPO
#NSDL
#Ajaxengineering
#GEMAROMA
#LGINDIA
#OswalPumps
#ORKlaINDIA
This machine alone contributes 80%+ of revenues for #AjaxEngineering – the Self-Loading Concrete Mixer (SLCM).
It takes cement, water, and pebbles as input, mixes them automatically, and pours uniform concrete at the desired spot. Hardly any manual work is needed. Saw its working at a construction site near my house.
Cost per machine: ₹25–45 lakh, depending on capacity.
Company Highlights
•Market leader in SLCMs with 70%+ share.
•Been making them since 1992; most competitors are foreign OEMs with higher prices.
•Uses <10% imported inputs; strong dealer network of 150+ touchpoints forms a moat.
•~10% of revenue comes from spares & services – a high-margin, sticky stream.
•Leveraging dominance to expand into batching plants, transit mixers, pumps & slip-form pavers (first Indian OEM). Non-SLCM contributes ~8% of revenues.
•Early bet on 3D concrete printing and R&D via Ajax School of Concrete.
Performance
•FY25: Revenue +19%, PAT +16%, Volume +17%
•Q1 FY26: Revenue −1%, PAT −21%, Volume +3%
CEV-5 Transition
India moved from CEV-4 to CEV-5 norms in July 2025 (like BS norms for cars).
•Led to pre-buying of CEV-4 machines in FY25 + heavy discounting by competitors.
•Ajax’s CEV-5 models costlier → margins fell short-term.
•From Q2 FY26, only CEV-5 machines allowed. Ajax, being prepared early, is well-placed to recover margins through pricing & efficiency.(Companies like ACE are also underperforming due to this CEV issue).
Management Guidance & Outlook
•Short term: Margins under pressure from CEV-5 transition & product mix.
•Medium term: Recovery expected from Q3 FY26 via price hikes + demand normalization.
•Long term: Strong SLCM franchise, expanding non-SLCM portfolio, debt-free, cash-rich (₹680 cr), new capacity coming online, and bets on 3D printing.
•FY26 growth guidance: Early double-digit revenue growth; EBITDA margins seen normalizing near 15%.
Valuation
•Market Cap: ~₹7,500 cr
•TTM PE: ~31x
#Ajax is very similar story to ACE(Action Construction Equipments). Due to this temporary CEV issue, stock may consolidate and give a good entry point as its long term story and market leadership remains intact. Demand and margin recovery needs to be tracked.
Building the future, one project at a time. 🏗️
Explore how Ajax Engineering is a driving force behind India's infrastructure boom with its advanced concrete machinery, self-loading mixers and 3D concrete printers.
https://t.co/n5Qss8N2lY
#AjaxEngineering #Infrastructure #IndiaGrowth #Construction #Engineering #Manufacturing #Economy #Concrete #Business #Investment
#AJAXENGINEERING 📊
~ Rising Volumes 🆙
~ Near ATH Level : ₹756✔️
~ Trendline #Breakoutstock ✅
~ Significant High potentials🚀
~ Uptrending EMAs ✔️
~ ROCE : 33.6 %🤯
~ ROE : 25.1% 😲
~ FIIs increased stake💰
~ Keep track
#StockMarketIndia
#StocksInFocus
Here’s the weekend read -
The world may run on oil, but India’s growth story is built on concrete. And guess who’s supplying the tools to mix, move, and pour it?
Yep — Ajax Engineering.
https://t.co/g0IueJo3oS
#ajaxengineering #cementsector @soicfinance
Ties That Build Trust
Like the bond between siblings, our relationship with customers is built on trust, protection, and support.
This #RakshaBandhan, we celebrate every bond that helps build a stronger tomorrow.
#HappyRakshaBandhan #AJAXEngineering #BondsThatBuild
Ajax Engineering Q1 FY26:
Despite industry headwinds, Ajax showed resilience:
🔹 Revenue: ₹4,665 Mn (↓1% YoY)
🔹 PAT: ₹529 Mn (↓21% YoY)
🔹 Non-SLCM Volumes ↑25% YoY
🔹 Maintains ~69% SLCM Market Share 💪
#AjaxEngineering #Q1Results #Infra #Manufacturing #IndiaGrowth
Research paper on #CapitalGoods https://t.co/VyTmiGPtUl
#AJAXEngineering #KDDLLtd #RaymondLtd #ShivalikBimetal #TechnocraftIndustries #PrajIndustries #TDPowerSystems #SkipperLtd #TransrailLighting — Capital Goods sector entering margin expansion with capex done,tailwinds strong.
Citi reduces #AjaxEngineering's target price as rising competition weighs.
Read 🔽
https://t.co/VuYWLSbj43
Ajax Engineering Revenue Grows by 19% to cross ₹2,000 Cr; PAT Grows 16% YoY to ₹260 Cr
Read more: https://t.co/cRV42mt9rp
#IndiaTechnologyNews #AjaxEngineering #RevenueGrowth #FinancialResults #ProfitGrowth #PAT #EngineeringNews #BusinessUpdate #IndianIndustry #Manufacturing
🚨 AJAX ENGINEERING Q4 Results Highlights
✅️ Net Profit: ₹91 Cr vs ₹88.3 Cr YoY | ₹68.1 Cr QoQ
✅️ Revenue: ₹760 Cr vs ₹660 Cr YoY
✅️ EBITDA: ₹11.1 Cr vs ₹10.9 Cr YoY
✅️ EBITDA Margin: 14.66% vs 16.62% YoY
#AJAXEngineering #Q4Results #EarningsUpdate #IndianStocks #StockMarketIndia #ProfitGrowth #RevenueRise #EBITDA #ManufacturingIndia
AJAX ENGINEERING Q4
🔹 Net Profit: ₹910M vs ₹883M YoY | ₹681M QoQ
🔹 Revenue: ₹7.6B vs ₹6.6B YoY
🔹 EBITDA: ₹111M vs ₹109M YoY
🔹 EBITDA Margin: 14.66% vs 16.62% YoY
#StockMarketIndia #ShareMarket #investing #ajaxengineering
🚀 #AjaxEngineering Q4'25 & FY25 Results (YoY)
Muted q4 with topline growth
Pressure on margins
Q4'25
▶️ Revenue: ₹ 756 Cr (+15%)
▶️ EBITDA: ₹ 111 Cr (+2%)
▶️ EBITDA Margin: 14.6% vs 16.5%
▶️ PAT: ₹ 91 Cr (+3%)
▶️ PAT Margin: 12% vs 13.3%
FY25
▶️ Revenue: ₹ 2,074 Cr (+19%)
▶️ EBITDA: ₹ 318 Cr (+15%)
▶️ EBITDA Margin: 15.3% vs 15.8%
▶️ PAT: ₹ 260 Cr (+15.5%)
▶️ PAT Margin: 12.5% vs 12.9%
#AjaxEngineering
1hr Chart for better picture.
Entry triggered at 709 with SL at day's low
New high
https://t.co/epjdXdEcsg
#AjaxEngineering
Up by 5%
It was quite a good setup but personally didn't enter.
Shared in the telegram channel yesterday.
Link in case you have missed it https://t.co/epjdXdEKhO
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