JNKINDIABSEJNK India LtdMediumNeutral
Announced Wed, 20 May · 20:20 IST

Pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015, we enclosed herewith copy of earnings presentation Q4FY26.

Order Pipeline DisclosedInvestor Communications View source PDF

JNKINDIA · price

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Price reaction · full curve 14 horizons · vs prior close
+2.3%1-day move
₹377.00
prior close
₹410.45
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AI summary

JNK India reported strong FY26 results with total revenue of Rs. 838 Cr, up 68% YoY, driven by robust order execution. Profit after tax more than doubled to Rs. 64.8 Cr with margin expanding by 163 bps to 7.7%. Q4FY26 was particularly strong with revenue of Rs. 344.6 Cr (up 69.2% YoY) and PAT of Rs. 33 Cr (up 149.5% YoY). The company secured order inflows of Rs. 1,694.4 Cr during the year, growing the order book to Rs. 1,961.4 Cr as of March 31, 2026. Management highlighted major cracking furnace orders and green hydrogen projects as key wins, with a new JV (JNK Chemdist Technologies) contributing ~7% to group revenue in its first year of operations.

Likely market impact

The 68% revenue growth and near-doubling of PAT indicate strong execution capability. The order book of Rs. 1,961 Cr provides significant revenue visibility for FY27, while the expanding margins and improving ROCE (19.1%) signal operational efficiency gains. The stock appears well-positioned given the diversification into green hydrogen and sustainable technologies.