India · Delayed Price · Currency is INR JNK India Earnings Call Transcripts
Fiscal Year 2026
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Q4 and FY 2026 saw robust revenue and profit growth, with margins expanding and a strong order book of INR 1,961.4 crore. Guidance for FY 2027 is 25%-30% revenue growth and 14%-15% EBITDA margin, supported by a healthy bid pipeline and growing contribution from the green hydrogen JV.
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Q3 FY26 delivered robust revenue and profit growth, driven by strong execution and a healthy order book. Strategic focus on green hydrogen and sustainable fuels, supported by policy incentives and a key joint venture, positions the business for continued expansion.
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Revenue grew 71.6% year-on-year in Q2 FY 2026, with strong margins and a record order book of INR 18,499 million. Strategic diversification into green energy and a major joint venture position the company for sustained growth, with robust domestic and export pipelines.
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Revenue grew 13.5% year-over-year in Q1 FY26, but margins compressed due to legacy projects. Guidance for 40%-50% revenue growth and 12%-13% EBITDA margin is maintained, with normalization expected from Q3 as legacy orders conclude.
Fiscal Year 2025
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Record order inflow and a robust order book drove steady revenue growth in FY 2025, though margins compressed due to project mix and execution delays. Guidance for FY 2026 is conservative, with 40%-50% revenue growth and 14%-16% EBITDA margin expected.
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Revenue for the nine months grew 16% year-over-year to INR 295.1 crores, with a strong order book of INR 1,226 crores and a robust pipeline in both domestic and export markets. Margins were impacted by project execution stages and ESOP costs, but are expected to stabilize from FY2026.
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Revenue grew 47% year-on-year in H1 FY25, with a record order book and strong domestic and international wins. Margins were impacted by ESOP costs and project mix but are expected to improve in H2, with PAT margin guidance of 10% by year-end.
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Revenue grew 47% YoY in H1 FY25 with a record order book and strong domestic demand. Margins were impacted by ESOP costs and project mix but are expected to improve as new projects ramp up. FY25 revenue is guided at INR 600–700 crore, with PAT margin seen rising to 10%.