ACENSENovember 17, 2025

Action Construction Equipment Limited

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Key numbers — 40 extracted
rs,
ryana, India Date: November 17, 2025 To, The Manager Listing BSE Limited 5th Floor, P.J. Towers, Dalal Street, Mumbai-400001 Scrip Code: 532762 The Manager Listing National Stock Exchange of
63%
rastructure, Manufacturing, Logistics and Agriculture. Market Leader in Mobile and Tower Cranes 63% + Market Share 22,008 11.91% • We are World’s largest Pick & Carry cranes manufacturer with
11.91%
istics and Agriculture. Market Leader in Mobile and Tower Cranes 63% + Market Share 22,008 11.91% • We are World’s largest Pick & Carry cranes manufacturer with over 63% market share in Mobile
60%
nufacturer with over 63% market share in Mobile 2,621 cranes segment and market share of around 60% in Tower Cranes segment domestically. Consolidated Financial Highlights (INR Mn) 34,274 29,90
17.68%
Tower Cranes segment domestically. Consolidated Financial Highlights (INR Mn) 34,274 29,909 17.68% 16.06% 19.12% 14,768 4,803 6,061 2,823 • Additionally, ACE also offers Crawler Cranes
16.06%
nes segment domestically. Consolidated Financial Highlights (INR Mn) 34,274 29,909 17.68% 16.06% 19.12% 14,768 4,803 6,061 2,823 • Additionally, ACE also offers Crawler Cranes, Truck M
19.12%
nt domestically. Consolidated Financial Highlights (INR Mn) 34,274 29,909 17.68% 16.06% 19.12% 14,768 4,803 6,061 2,823 • Additionally, ACE also offers Crawler Cranes, Truck Mounted Cr
45%
er Sector exposure of the company can be broadly classified as follows: Manufacturing & Logistics~45%, Infrastructure ~35%, Agriculture ~7% and Real Estate ~13%. • The company has one of the widest S
35%
the company can be broadly classified as follows: Manufacturing & Logistics~45%, Infrastructure ~35%, Agriculture ~7% and Real Estate ~13%. • The company has one of the widest Sales and Service netw
7%
e broadly classified as follows: Manufacturing & Logistics~45%, Infrastructure ~35%, Agriculture ~7% and Real Estate ~13%. • The company has one of the widest Sales and Service network, with over 12
13%
as follows: Manufacturing & Logistics~45%, Infrastructure ~35%, Agriculture ~7% and Real Estate ~13%. • The company has one of the widest Sales and Service network, with over 125+ locations supporte
rs 6
Forklift Trucks Warehousing Equipment Piling Rigs Agri Equipment Tractors Track Harvesters 6 Board of Directors Mr. Vijay Agarwal - Chairman & Managing Director He is the promoter, Chairman
Guidance — 20 items
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• Power sector reforms with an increase in intra-state transmission capacity by states • The railway capital allocation is maintained at ₹2.52 lakh crore for FY26.
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• Metro projects allocation increased to ₹31,200 crore for FY26 to boost expansion of metro networks across cities.
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• Industrial Capex cycle has revived owing to other initiatives such as National Manufacturing Mission, ‘Vocal for Local’ and ‘China +1 Strategy aiming to position India as a global manufacturing hub.
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Manufacturing The GoI has budgeted Total Capital Spending of ₹11.2Tn in FY26 vs.
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₹10.2Tn This implies 10.1% YoY growth in FY26.
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• In FY26, India set target to construct 10,000 km of National Highways with 5800 km high speed corridor.
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• Allocated ₹77,526 crore for Pradhan Mantri Awas Yojana-PMAY (Urban-₹19,794 crore & Rural- ₹54,232 crore) for FY26.
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Roads Housing Source: ICEMA, IBEF, Mordor Intelligence, Indian Companies.in, The Hindu ,ToI other published /public domain 20 Sectoral Growth Drivers • The Ministry of Agriculture & Farmers Welfare allocated ₹1.37 lakh crore in FY26 budget.
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• The warehousing market in India valued at $60.42 Bn in 2024 and is projected to grow at a CAGR of 10.5% Warehousing from 2025 to 2034, reaching USD 163.98 billion by 2034 • Indian warehousing and logistics sector is expected to attract ~$10 Bn investments over the next 4-5 years.
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• The Ministry aims to complete projects worth ₹2 lakh crore in FY26 under Sagarmala Programme.
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Risks & concerns — 1 flagged
• The Union Budget 2025-26 introduced an Urban Challenge Fund of ₹1 lakh crore aimed to developed “Cities as Urban Infra Growth Hubs” through creative redevelopment and better water & sanitation infra.
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Valorem Advisors Disclaimer
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Opening remarks
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~90 acres Tractors Forklift trucks 9 Manufacturing Facilities Dudhola Plant Engine Transmission Engine Assembly Machine Shop Fabrication Unit and Weld Shop Paint Line Spare Parts 10 Domestic Presence ACE has all India Sales and Service network operating out of all the major cities. Cranes, MHE & Construction equipment dealer network in over 125 locations More than 200 Agri dealers across the country These outlets are further supported by company officials based at Delhi, Mumbai, Chennai, Kolkata, Ahmedabad, Surat, Pune, Jaipur, Chandigarh, Ranchi, Raipur, Indore, Hyderabad, Bhubaneswar, Bengaluru, Guwahati, Patna, Vizag & Kochi. Jamnagar, Lucknow, 21 Regional and Area Offices Outlets are fully equipped to provide Genuine Spare Parts and services by Company trained engineers Works Regional Office Area Office Sales and Service Dealers 11 Global Presence Mexico Ecuador St. Lucia Venezuela Bolivia Argentina Russia Ukraine Kazakhstan Mongolia Malta Turkey Tunisia Iraq Azerbijan Afghanistan
Average Selling Price
INR ~70-100 lacs Pick & Carry Cranes • Market leader – 63%+ market share • Versatile equipment and are used for a wide range of lifting needs, both on and off roads • High quality offering with equitable pricing • Capacity class: 9 Tons to 35 Tons • Sectors: Infrastructure, Construction, Manufacturing, Logistics Crawler Cranes • Crawler / Track Mounted Slew Cranes for rough terrain and off-road heavy lift applications • Capacity class: 25 Tons to 180 Tons • Sectors: Infrastructure, Construction Truck Cranes • High mobility on road and off-road cranes for heavy lift applications • Capacity class: 25 Tons to 80 Tons • Sectors: Infrastructure, Construction, Logistics Average Capacity Utilization ~ 65-70% 31 Cranes
Average Selling Price
INR ~21 lacs Fixed Tower Cranes • Market Leader – 63% + market share • Application: Lifting, shifting, concreting and erection jobs at civil construction sites • Capacity Class: 5 Tons to 25 Tons (Lifting Heights: up to 300 meters) • Sectors: Infrastructure, Construction (especially Real Estate) Self Erecting Tower Cranes • Market Leader – 75-80% market share • Application: Lifting, shifting, concreting and erection jobs at civil construction sites for low to medium height projects • Capacity Class: 24 meters to 36 meters heights • Sectors: Infrastructure, Construction (especially Real Estate) Lorry Loader Cranes • No. 2 position in India • Application: Truck mounted Straight Boom and Knuckle Boom Cranes for
Average Selling Price
INR ~11 lacs light lifting, loading and shifting applications • Capacity Class: 6 Ton meters to 50 Ton meters • Sectors: Infrastructure, Construction, Logistics 32 Patented Innovations NXP Series – Multi Activity Cranes NX 3600 Series – Multi Activity Cranes FP-210 – Piling Crane • 2 Applications in Price of one machine • 2 Applications in Price of one machine • 2 in 1 Crane • Manlift cum Pick N Carry • 60-70% lower cost • 21 Meters & 24 Meters • Safer / Stable than Aerial Platform • ARAI approved – No RTO problems • Self Mobile – No Transportation Cost • Slew Crane cum Pick N Carry • Works as Pick & Carry Crane and can be • Precision and Easy erection / handling • 50% lower cost compared to slew cranes • Compact size for tight sites • 15 Tons & 20 Tons used for Piling jobs such as: • Cage Handling • Concreting and • Casing Removal • 60-70% lower cost 33 Industry Overview Cranes Crane Units (000’s)* • Asia Pacific Crane market is projected to register the highest CAGR from 2020 to 2027
Average Selling Price
INR ~22-24 lacs loose aggregates • Backhoe Loaders come in both 2WD / 4WD configurations • Cost effective, rugged and reliable • Sectors: Infrastructure, Construction, Mining, Manufacturing Vibratory Rollers • Used to compact aggregates and asphalt and also find application for
Average Selling Price
INR ~22-24 lacs ground compaction / stabilisation • Capacity Class: • Soil compactors - 10 Tons to 12 Tons • Tandem Rollers - 3.5 Tons and 9 Tons • Sectors: Infrastructure, Construction
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