Press Release Q4/FY2026

Pat NegativeEbitda Margin ExpansionExceptional ItemResults View source PDF

JISLDVREQS · price

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

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AI summary

Jain Irrigation Systems reported Q4FY26 consolidated revenue of ₹1,824 crs (up 4.3% YoY) and full-year FY26 revenue of ₹6,399.5 crs (up 10.7% YoY). However, reported consolidated PAT turned negative at -₹40 crs for FY26 versus +₹25.7 crs in FY25, a decline of 255.7%, primarily due to exceptional items and deferred tax impacts. Adjusted PAT (excluding exceptional items) grew 36% to ₹133.1 crs on consolidated basis. EBITDA margin expanded 24 bps to 12.6% for FY26. Cash generation remained strong with operating cash flow of ₹619 crs (76% of EBITDA). The company flagged headwinds from rising polymer prices and global uncertainties, plus below-normal monsoon forecast for 2026.

Likely market impact

Negative reported PAT despite revenue growth signals underlying profitability pressures from exceptional items and tax adjustments. Adjusted PAT growth and EBITDA margin expansion are positive, but the large gap between reported and adjusted PAT warrants caution for investors.