JNK India Limited has informed the Exchange about Transcript
JNKINDIA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
JNK India reported strong Q4 FY26 results with revenue of Rs. 344.6 crores (69% YoY growth) and EBITDA margin expanding to 15.2%. Full year FY26 revenue reached Rs. 838 crores (68% YoY growth) with PAT of Rs. 64.8 crores (115% YoY increase). The company has a robust order book of Rs. 1,961.4 crores and guided for 25-30% revenue growth in FY27. Management indicated EBITDA margins of 14-15% are now normalized, moving past legacy low-margin orders. The Dangote Phase 2 refinery opportunity (fired heaters expected in Q1 FY27) remains a key near-term catalyst. The JV Chemdist contributed ~7% of revenue in its first six months and is expected to reach 10-15% revenue contribution in coming years.
The earnings call reflects strong execution with margin recovery to sustainable 14-15% levels. The robust order book of nearly Rs. 2,000 crores provides multi-year revenue visibility, and the 25-30% growth guidance for FY27 suggests continued momentum. The Dangote opportunity and export pipeline expansion could act as near-term stock catalysts.