ELECON

📦 Order Book & Business Visibility

📊 Q4 FY26 Results (Mixed Performance) Revenue: Declined ~6–8% YoY EBITDA: Down ~15–19% Net profit: Sharp drop due to one-time exceptional loss (~₹100+ crore) Excluding one-offs, underlying profitability remains more stable 👉 Weak headline numbers, but largely impacted by exceptional items 📦 Order Book & Business Visibility Order inflow (Q4): ~₹650+ crore Order book: ~₹1,250–1,300 crore 👉 Provides strong revenue visibility for upcoming quarters 🏭 Segment Performance Material Handling Equipment (MHE): Strong growth (double-digit to high growth) Gear division: Stable but impacted margins due to expansion & costs 👉 Core demand remains healthy across sectors like: Cement Mining Power Infrastructure 🌍 Expansion & Strategy Company expanding: Global footprint (including new subsidiary in Mexico) Capex plans: Significant investments in gear manufacturing capacity 👉 Focus on exports + high-margin products