Investor Communication Q4/FY2026

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

JISLDVREQS · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+1.7%1-day move

₹23.30

prior close

₹23.14

base price

In-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+2.7+0.0+0.0+0.0+1.7-1.7-3.4-6.0-4.2-1.2-2.1-1.8-4.0—

Up moveDown movePending

AI summary

Jain Irrigation Systems reported consolidated FY26 revenue of ₹6,400 crs (up 10.7% YoY) and EBITDA of ₹809 crs (up 12.8% YoY). Q4 FY26 showed revenue of ₹1,824 crs with EBITDA of ₹240 crs. The Hi-Tech Agri segment drove growth with 20.5% revenue increase, while the Plastic segment grew marginally (2.4%) and Agro Processing expanded 9.3%. Cash generation was strong with operating cash flow of ₹619 crs (76% of EBITDA) for FY26, and working capital cycle improved by 15 days to 186 days. Management flagged below-normal monsoon forecast for 2026 and rising polymer prices as headwinds, while expressing optimism on policy continuity and irrigation spending revival.

Likely market impact

The company's strong cash generation and working capital improvement are positives, but margin pressure in Agro Processing and headwinds from polymer costs and monsoon uncertainty may weigh on near-term profitability. The Hi-Tech Agri segment remains the key growth driver.