What EPACKPEB management said they would do
EPACKPEB management's promises, guidance and forward-looking statements, gathered from investor presentations and earnings calls.
37 forward-looking statements across 4 occasions, quoted from filings. 1 quarters have been filed since the earliest.
River doesn't say whether any of these were kept. That reading is yours.
It can keep what you said too.
River also keeps what EPACKPEB won — 1 order filing to the exchange.
Across the whole exchange in October 2026, companies announced ₹12,583 Cr of orders — 94 filings from 68 companies.
August 2026
earnings callnothing filed since“the total revenue potential would be close to INR2700 crores to INR2900 crores”
no horizon givenshare this one
“going forward, as we have always guided the market, our EBITDA margins from this quarter onwards will be normalized at 10.5% to 11.5%”
Q2 FY27 onwardsshare this one
“total order in target for us in this financial year is INR2000 crores”
FY27share this one
“close to 50% or maybe more than 50% of the year's target we should be able to be achieved within these first two quarters”
H1 FY27share this one
“the Andhra Pradesh second line should come up again in the next quarter, so starting of next quarter”
Q3 FY27share this one
“about the Gujarat plant, the commissioning should happen in the last quarter of this financial year and the production starting from April onwards, April 27 onwards”
Q4 FY27share this one
“the Ghiloth sandwich panel line would be commissioned by the end of this quarter, so commercial production likely to start from the next quarter onwards”
Q3 FY27share this one
“in this financial year 27, we have targeted a revenue of close to INR1900 crores to INR1950 crores which would be almost a growth of 30% over the last financial year”
FY27share this one
“even if we are able to achieve say 80% to 85%, it will get us somewhere close to INR2,300 crores to INR2,400 crores for the next FY28”
FY28share this one
“this year, the line will be definitely utilized for more than 70%, 75%”
FY27share this one
“by the end of this quarter I should have some numbers in hand”
Q2 FY27share this one
“for this financial year '27, we have guided the market towards a revenue growth of almost 30% and the order book of -- balanced order book of INR1380 crores in hand gives us a lot of confidence that we'd be able to very easily achieve this target”
FY27share this one
August 2026
investor presentationnothing filed since“INR 13,764 Mn Prefab order book pending showing a clear visibility over next 8 Months”
next 8 monthsshare this one
“we now plan to replicate this success with a new facility in the West to serve important industrial markets across Maharashtra, Gujarat and nearby regions more efficiently”
no horizon givenshare this one
“we expect margins to normalize over the coming quarters”
coming quartersshare this one
“Management targets: ₹1,900–₹1,950 Cr revenue | EBITDA margin 10.5% | PAT margin 6.5 to 7% | Capex of Approx. ₹150 Cr | Net Working Capital 35-38 days”
FY2027share this one
“we expect our new northern line to be commissioned by September 2026 to capture the peak cold storage cycle”
by September 2026share this one
“Sandwich Panel Line at Ghiloth likely to start in Sep /Oct 2026”
by October 2026share this one
“Gujarat by end of FY 27”
by end of FY27share this one
“Work started in Q4 and is expected to be done by Q3 FY 27”
by Q3 FY27share this one
May 2026
earnings call1 quarter since“our Ghiloth greenfield project in Noida in North India. It is progressing very well, and we expect commercial production from this new continuous sandwich panel line to come up in the quarter three in the month of October-November.”
Q3 FY27share this one
“FY27 also our guidance is the same, it will be at least 10% plus throughout the year.”
FY27share this one
“our overall order booking target for this year is INR2,000 crores.”
FY27share this one
“this year, I am very hopeful that the Mambattu plant utilization will be at least 75% to 80%.”
FY27share this one
“it will add another INR70 crores to INR90 crores.”
FY27share this one
“the Gujarat capacity we are planning by the end of quarter four. So actual utilization of the Gujarat will start from next FY.”
Q4 FY27share this one
“end of FY27, we should have a capacity of close to 2,20,000 metric ton in PEB space.”
FY27share this one
“By end of quarter three, we should add another 8 lakh in the Ghiloth plant, which will take our sandwich panel capacity to about 21,10,000 square meter.”
Q3 FY27share this one
“Going forward we see this going down by about 20-25 basis point in the year FY27.”
FY27share this one
“the target is to go to 60 in the year FY 27 that we are targeting.”
FY27share this one
“we plan to do a total capex of close to INR150 crores in this financial year to ramp up our capacities for the fabricated steel and the sandwich panel line.”
FY27share this one
“we are targeting a growth of 30% in our Prefab division. So it will take us to around INR1,920 to INR1,950 crores kind of a revenue for this year.”
FY27share this one
May 2026
investor presentation1 quarter since“Net Working Capital: 35–38 days”
FY27share this one
“we expect our new northern line to be commissioned by Nov/Dec 2026 to capture the peak cold storage cycle”
by Nov/Dec 2026share this one
“Work started in Q4 and is expected to be done by Q3 FY 27”
by Q3 FY27share this one
“Target Prefab Growth 30% and Overall Revenue at ₹1,925–₹1,950 Cr”
FY27share this one
“Capex: ~₹150 Cr towards Ghiloth, Mambattu and Gujarat”
FY27share this one
What EPACKPEB has filed since
Hold EPACKPEB? Write down why, and River brings it back when the next filing lands.
You had a reason for buying it. Nobody has put that reason back in front of you since — not after the results, not after the call.
Keep my reason for EPACKPEBWhat other management teams have said
Quoted from filings published by the National Stock Exchange of India. River is not an investment adviser and does not give investment advice.