Pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015, please find enclosed herewith transcript of Q4 and FY26 Earnings call held on Thursday, May 21, 2026 at 12:00 PM
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 (up 69.2% YoY) and PAT of Rs. 33 crores (up 149.5% YoY). Full-year FY26 revenue reached Rs. 838 crores (up 68% YoY) with PAT of Rs. 64.8 crores (up 114.6% YoY). EBITDA margin improved significantly from 7% in Q1 to 15.2% in Q4, attributed to completion of legacy low-margin orders and execution of higher-margin new projects. The order book stands at Rs. 1,961.4 crores with management guiding for 14-15% EBITDA margins going forward. A Rs. 4,000 crores export bid pipeline was disclosed, including the Dangote Phase 2 refinery opportunity with fired heater finalization expected in Q1 FY27. Management projects 25-30% revenue growth for FY27. The JV Chemdist contributed ~7% of group revenue in its first six months of operations.
JNK India delivered exceptional FY26 growth with margins recovering to 14-15% run-rate. With a Rs. 1,961 crore order book and a large export bid pipeline, the company is well-positioned for sustained growth in FY27.