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Earnings Call

Jash Engineering Earnings Call: Key Takeaways

Jash Engineering reported Q4 FY26 earnings with consolidated income of ₹757cr, representing 1% YoY growth. Strategy shifts toward exports and major expansion in Saudi Arabia and USA.

Why this was an Alfa AlertNot a filter event. Revenue growth was only 1%, missing internal expectations for higher growth due to external macro headwinds.
Highlights
Revenue growth1% YoY consolidated growth; 18% domestic growth.
MarginsPAT margins at 13.38% (standalone); guidance for 12-13% consolidated.
Order book₹899cr as of May 1st, 2026.
Demand visibilityStrong; project-based business with long-term rising sea level opportunities.
Management confidenceHigh for domestic; cautious but optimistic for US/Saudi stability.

Growth

Consolidated income ₹757cr vs ₹746cr YoY. Domestic business grew 18%, offsetting export shortfalls caused by US tariffs and Middle East conflicts.

Outlook

FY27 revenue guidance at ₹875cr with 12-13% PAT margins. Long-term target of ₹1500cr+ revenue by FY31 via new plants.

Risks

US tariff volatility (currently 50%), Middle East war affecting dispatches, and rising raw material costs (20% in India).

Source

Earnings Call filed with NSE, NSE: JASH. Summary written with AI assistance from the document.

Read the document ↗

Jash Engineering Ltd: key numbers

Share price
₹593.85
Market cap
₹3,753 Cr
Revenue (annual)
₹736.2 Cr
Net profit (annual)
₹76.18 Cr
P/E (TTM)
43.6×Sector 19.0×
Promoter holding
43.24%+0.00% QoQ
FII holding
1.54%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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