Jyoti CNC Automation Limited has informed the Exchange about Transcript
JYOTICNC · price
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Jyoti CNC Automation submitted the transcript of its Q1 FY'26 earnings call held on August 7, 2025. Consolidated revenue grew 13.4% year-on-year to INR 410 crores, while profit after tax jumped 40.2% to INR 71.2 crores, supported by a INR 16 crore forex gain. EBITDA margin slipped to 24.4% from 26% a year ago, primarily due to an INR 15 crore rise in employee costs, though gross margin improved to 55.9%. The order book stood healthy at INR 4,412 crores with Q1 order intake of INR 451 crores, and current capacity utilization is around 75%. Management highlighted plans to scale capacity to 10,000 machines per year by September 2026, acquired 20 acres in Karnataka's Tumakuru Machine Tools Park for INR 20 crores, and is setting up sales and service networks in the US and China. Working capital cycle is targeted to improve to 150-160 days from 175 days last year, with capex of INR 400-450 crores to be funded entirely through internal accruals and debt.
Strong top-line and PAT growth along with a robust INR 4,412 crore order book reinforce the growth story, but near-term EBITDA margin pressure from higher employee costs is a watchpoint. The capacity expansion, geographic push into the US/China, and PLI eligibility are positive long-term levers for shareholders.