JNK India Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
JNK India reported consolidated revenue growth of 80.6% year-on-year to INR 186 crores in Q1 FY27, with EBITDA up 3.1x to INR 21.9 crores and margin at 11.8%, while standalone EBITDA margin was 14%. Management discussed the cancellation of a large export order due to licensor technical approval issues, said the cancellation caused no material cash loss, and outlined plans to diversify into offshore, metals and minerals, and renewable energy segments. The order book stood at INR 1,801 crores as of June 30, 2026, with an opportunity pipeline exceeding INR 6,000 crores split roughly evenly between domestic and international opportunities.
JNK India reported Q4 FY26 revenue of Rs. 344.6 crores, up 69.2% year-on-year, with EBITDA margin improving to 15.2% and PAT margin rising to 9.6%. For FY26, total revenue reached Rs. 838 crores, up 68% over FY25, with an order book of Rs. 1,961.4 crores as of March 31, 2026. Management guided to 25% to 30% revenue growth for FY27, citing continued execution across refining, petrochemicals, fertilizers and renewable energy verticals and the newly formed green hydrogen joint venture.