Pursuant to Regulation 30 of SEBI LODR Regulations, 2015, please find attached Investor presentation for the quarter and year ended December 31, 2025.
COCKERILL · price
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John Cockerill India shared its Q4 and CY25 investor presentation showing a sharp turnaround in profitability. Q4 revenue grew 41% YoY to ₹1,021 Mn while CY25 revenue was ₹3,576 Mn (down 8% YoY). EBITDA swung to ₹229 Mn in CY25 from a loss of ₹38 Mn prior year, with EBITDA margin improving to 6.4% from -1.0%. Order book surged 74% YoY to ₹11,869 Mn, backed by ₹8,600 Mn+ of new order wins from Tata Steel, JSW, Jindal, and Godawari Power. Cash position jumped 3.6x to ₹2,265 Mn. The company also disclosed acquisition of 100% stake in John Cockerill Metals International SA (Belgium) for up to EUR 50 million, consolidating the parent group's metals business under JCIL.
Positive signals for shareholders — strong order inflows, returning profitability, and a strategic acquisition that repositions JCIL as the global hub for the parent's metals business. The order book visibility of nearly 3.3x annual revenue and improving cash position reduce execution risk, while the EUR 50M acquisition (deferred over 5 years, no interest) is a low-cash-burn growth lever.