Investor Presentation
JASH · price
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Jash Engineering reported FY26 consolidated total income of ₹757 Crores, a marginal ~1% increase over FY25's ₹746 Crores, while PAT declined 13% to ₹75.52 Crores from ₹86.77 Crores due to a drop in US subsidiary revenue and export tariff burdens. Q4 FY26 showed a notable profitability recovery with profit jumping to ~₹57 Crores vs ~₹36 Crores in Q4 FY25, driven by improved gross margins (59.8% in Q4 vs 49.4% a year ago). The company secured an order book of ₹899 Crores as of 1st May 2026 and disclosed a pipeline of ₹28 Crores already negotiated plus ₹80 Crores under negotiation. For FY27, management guided for total income of ₹875 Crores with profit margin in the 12–13% range. A new acquisition — Penstocks (UK) Limited — was completed in April 2026 to expand Waterfront's UK presence.
Management's FY27 guidance of ₹875 Crores income and 12–13% profit margins signals confidence, backed by a strong ₹899 Cr order book and improving gross margins; however, the 13% PAT decline in FY26 and geopolitical/exchange headwinds warrant caution.