Investor Communication Q4/FY2026
JISLJALEQS · price
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Jain Irrigation Systems reported consolidated revenue of ₹6,399.5 crs for FY26, up 10.7% YoY, with EBITDA of ₹808.9 crs growing 12.8% YoY. Q4 FY26 revenue was ₹1,824 crs (up 4.3% YoY) with EBITDA of ₹239.9 crs (up 7.3% YoY). The Hi-Tech Agri segment delivered strong growth with revenue up 20.5% and EBITDA up 26.2%, while the Plastic segment showed marginal 2.4% revenue growth but EBITDA declined 6.5% YoY. Agro Processing grew revenue 9.3% but EBITDA margin compressed. The company generated operating cash flow of ₹619 crs (76% of EBITDA) and improved working capital cycle by 15 days to 186 days. On a standalone basis, the company has fully repaid all RTL and FITL obligations. Management flagged rising polymer prices and below-normal monsoon forecast for 2026 as headwinds.
The company demonstrated resilience with double-digit revenue growth and strong cash generation, though margin pressures emerged in Plastic and Agro Processing segments. The completed debt repayment and working capital improvement are positive signals for financial health, but investors should monitor polymer cost trends and monsoon conditions.