Announced Thu, 20 Aug · 21:20 IST
Q2 CY26 earnings call transcript: INR4,500 cr order book, INR8,000 cr CY30 target
Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing
COCKERILL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Price reaction · full curve 14 horizons · vs prior close
—1-day move
₹7821.00
prior close
₹7835.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.6+1.4+0.7+0.4——————————
Up moveDown movePending
AI summary
John Cockerill India posted Q2 CY26 standalone revenue of INR149 cr (up 82% YoY) and consolidated INR299 cr (up 18% YoY). Order wins of about INR1,200 cr lifted total order book to INR4,500 cr. Management reaffirmed INR8,000 cr top line target by CY30 via organic growth (JVD and Volteron) and external acquisitions. Q2 margins dipped on early-stage project execution and one-time consolidation costs but should improve in H2 as projects ramp up.
Likely market impact
Strong order book visibility of INR4,500 cr and reaffirmed CY30 target of INR8,000 cr support long-term growth, though near-term margins under pressure.