General Updates

Action Construction Equipment Limited Corporate & Registered Office Dudhola Link Road, Dudhola, Distt. Palwal-121102, Haryana, India Date: July 20, 2026 The Manager Listing BSE Limited Scrip Code: 532762 5th Floor, P.J. Towers, Dalal Street, Mumbai-400001 The Manager Listing National Stock Exchange of India Ltd. CM Quote: ACE Exchange Plaza, Bandra Kurla Complex, Bandra (E), Mumbai-400051 Subject: Earnings presentation-Q1/-FY27 Dear Sir/Madam, Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith, earnings presentation Q1/-FY27 of the Company. Kindly take the above in your record. Thanking you Yours faithfully For Action Construction Equipment Limited Anil Kumar Company Secretary Corporate Office: Phone: +91-1275-280111 (50 Lines), Fax: +91-1275-280133, E-mail: works2@ace-cranes.com Mktg. H.Q.: 4th Floor, Pinnacle, Surajkund, Faridabad, NCR-121009, Phone: +91-129-4550000 (100 Lines), Fax: +91-129-4550022, Email: marketing@ace- cranes.com Customer Care No.:1800 1800 004 (Toll Free), CIN: L74899HR1995PLC053860, Website: www.ace-cranes.com EARNINGS PRESENTATION Q1-FY27 At a Glance India’s most diversified CE Manufacturer Established Brand with over 31 years of Operating across Infra, Construction, Logistics, Industry Presence Manufacturing, Defence and Agri sectors World’s largest Pick & Carry Crane Customer Centric Organization with In-depth Manufacturer with Pan India and Global Market Intelligence having strong Customer base Presence in over 37 Countries across sectors Value for Money Equipment with Focus on Fastest Service and Product Support through a Quality and Reliability wide Network across 125+ Locations in India Strong Manufacturing, R&D Capabilities Financial Discipline with focus on Growth providing Customized Solutions for through Flexibility and Quick-Change Specific Requirements Adaptation Highly Experienced and Poised to capture Significant Growth Professional Team Prospects in Indian Manufacturing & Infrastructure Sector Company Overview • ACTION CONSTRUCTION EQUIPMENT LIMITED was established in 1995 by Mr. Vijay Agarwal, a Consolidated Financial Highlights (INR Mn) technocrat, who has over 55+ years of industry experience and is led by a team of experienced professionals. • ACE is a reputed brand with a significant presence across diversified sectors like Construction, Infrastructure, Manufacturing, Logistics and Agriculture. 34,274 33,905 29,909 Market Leader in Mobile and Tower Cranes 18.11% 20.53% 17.68% 16.06% 63% + Market Share 8,403 6,061 6,140 4,803 • We are World’s largest Pick & Carry crane manufacturer with over 63% market share in Mobile 1,725 cranes segment and market share of around 60% in Tower Cranes segment domestically. FY24 FY25 FY26 Q1 FY27 • Additionally, ACE also offers Crawler Cranes, Truck Mounted Cranes, Lorry Loaders, Backhoe Loaders/Loaders, Vibratory Rollers, Motor Graders, Forklifts, Access Platforms, Telehandlers, Tractors & Harvesters and other Construction Equipment. Total Income* EBITDA EBITDA Margin (%) • The end-user 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 Sales and Service network, with over 125+ locations supported by 13 regional offices in India and also exports to over 37 countries across Middle East, Africa, Asia and Latin America. * Total income includes other income Product Portfolio Cranes, Material Handling & Construction Equipment Pick & Carry Cranes Lorry Loaders Rough Terrain Cranes Crawler Cranes Truck Cranes Tower Cranes Backhoe Loaders Tele Handlers Vibratory Rollers Motor Graders Access Platforms Forklift Trucks Warehousing Equipment Piling Rigs Agri Equipment Tractors Track Harvesters 4 Opportunities & New Products Focused on new-age technology, the new products feature intelligent equipment with AI-assisted tools to enhance performance, reliability and safety. New Product Launches: • Next-Gen Cranes with Ultra features which includes AI integrated Safety systems— SCOS, ALSS and RAS. Ultra Range- AI Integrated Tools: SCOS, ALSS & RAS • Next-Gen Cranes with Clutch less transmission (India’s First) • Truck Mounted Arial Platforms • FT 6040 - 6 Tons & FT 7560 – 16 Tons Flat Top Tower Crane • Construction Elevators • All New ADD 95 Tandem Roller Clutch less NG Cranes All New ADD 95 Tandem Roller Commencement of ACE - KATO Joint Venture 50:50 JV between Action Construction Equipment Limited and KATO WORKS CO., LTD. combining ACE’s manufacturing/distribution strength with KATO’s global distribution network coupled with heavy crane technology leadership. Dedicated heavy cranes platform with transfer of Truck Cranes, Crawler Cranes and Rough Terrain Cranes business into ACE KATO JV, creating a focused growth vehicle in the heavy cranes segment for both domestic and international markets. Positions ACE to accelerate technology upgradation, localization, export expansion and participation in India’s rising infrastructure and industrial capex cycle. Crawler Cranes & Truck Cranes 180 Tons Crawler Crane Sectoral Growth Drivers • Breaking away from the traditional focus on metros, the budget propels a transformational shift towards regional economic development through the creation of City Economic Regions (CERs), • A key pillar of this strategy is the renewed focus on Tier 2 and 3 cities, including temple towns, backed by a INR 5,000 crore The GoI has budgeted total allocation for urban infrastructure development. capital expenditure of ~INR • Metro rail projects receive the largest share of urban spending, with about INR 28,740 crore (33.6 % of the urban budget) dedicated Urban Infra to metro systems, even though this is slightly lower than the previous year’s allocation. 12.2 trillion for FY27 (BE) • The railway capital allocation is maintained at INR 2.95 lakh crore for FY27. Physical targets have been linked to production of 17,500 versus ~INR 11.0 trillion in general coaches, 200 Vande Bharat and 100 Amrit Bharat trains. FY26 (RE), implying ~11% • Budget 2026-27 announced seven new Bullet Train (high-speed rail) corridors, spanning 4000 km, connecting major cities. Focus on freight connectivity, safety, network modernization, and rolling stock procurement continues. YoY growth. Roads and • The government is set to execute ‘National Rail Plan’ to enable integration of rail network with other modes of transport for Railways remain the largest Railways development of a comprehensive multi-modal transportation system. beneficiaries, with • Union Budget 2026-27 lays emphasis on Scaling up manufacturing in 7 strategic and frontier sectors. The Budget provides INR 40,000 allocations of ~INR 3.0 crore for electronics manufacturing (ECMS), INR 10,000 crore for Biopharma SHAKTI, and INR 10,000 crore for container manufacturing, along with continued support for semiconductors, chemicals, rare earths, textiles, and other strategic manufacturing sectors. trillion and ~INR 2.6 trillion • Implemented PLI in 14 sectors with an outlay of INR 1.97 lakh crore to enhance domestic manufacturing & import substitution with respectively. potential to have additional production of INR 3 lakh crore in next 5 years. Manufacturing • Industrial Capex cycle has revived owing to other initiatives such as National Manufacturing Mission, ‘Vocal for Local’ and ‘China +1. • The Centre has increased allocation for the Ministry of Road Transport and Highways (MoRTH) to INR 3.10 lakh crore in the Union Budget 2026-27, up from INR 2.87 lakh crore in the Budget Estimates of the previous year. • High-speed and greenfield corridors remain a key focus under PM Gati Shakti and Bharatmala Pariyojana. • The funds will be used for the development of national highways, expressways and greenfield access-controlled corridors, supported through budgetary resources, toll-based funds and highway monetisati [Showing first 8,000 characters — download PDF for full document]