Investor Presentation for the financial Results for the quarter and year ended March 31, 2026
JYOTICNC · price
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Jyoti CNC reported consolidated FY26 revenue of ₹2,093 Cr (up 15% YoY) and PAT of ₹336 Cr (up 6.3% YoY). Q4FY26 consolidated revenue was ₹599.2 Cr, up only 4% YoY, impacted by a ₹67 Cr revenue reversal at Huron subsidiary due to an ongoing investigation; excluding this, Q4 growth would have been ~16%. Consolidated EBITDA margins contracted to 25.2% vs 27% in FY25 due to non-reversal of costs related to the revenue reversal. Standalone performance was stronger with FY26 revenue of ₹1,949 Cr (up 21%) and PAT of ₹391 Cr (up 26%), with EBITDA margins expanding to 28.9% from 28.4%. The order book stands at a robust ₹4,732 Cr, and capacity expansion to 10,000 machines per annum is targeted by September 2026.
The Q4FY26 dip in margins is due to a one-time accounting adjustment at the French subsidiary, not underlying business weakness. Excluding this, operations remain strong with 19% revenue growth and margin expansion on a standalone basis. The large order book provides revenue visibility, but investors should monitor the Huron investigation for further accounting impacts.