New Listed PEB Player Epack Prefab came up with good results for Q2FY26 with first ever presentation and concall
Guidance of 30-35% growth for next 2 yrs while maintaining margins
PEB sector growth is proxy to multiple industries of Logistics and Cold Storage Warehouse, Data centers etc as per presentation
Concall mentions about sectors as solar, the renewable sector(Premier Energies, Rayzon Solar are some customers), the semiconductor, FMCG, warehousing and auto
Presentation : https://www.bseindia.com/xml-data/corpfiling/AttachHis/d8cbc91c-5970-4c8b-8c14-9cb26ec994c9.pdf
Concall Transcript : https://www.bseindia.com/xml-data/corpfiling/AttachLive/a2069cd5-6559-4d67-a59c-744558768e79.pdf
Disc : In watchlist, Invested in Pennar since long