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Earnings Call

Jay Bee Laminations Earnings Call: Key Takeaways

Jay Bee Laminations reports significant H2FY26 growth driven by entry into T&D EPC projects and capacity expansion in CRGO products. Revenue grew 51% sequentially in H2FY26.

Highlights
Revenue growth49% YoY growth in FY26.
MarginsEBITDA margin 6.22% for FY26; H2FY26 saw sequential improvement.
Order bookEPC orders received totaling ₹267.5 Cr in Sep 2025.
Demand visibilityStrong, supported by RDSS scheme and renewable energy integration.
Management confidenceHigh, citing strategic diversification into EPC and transformers.

Growth

FY26 revenue reached ₹5,479.72 Mn, up 49% YoY. H2FY26 PAT recovered to ₹145.77 Mn from ₹36.85 Mn in H1.

Outlook

Capacity expanded to ~24,000 MTPA. Strategic focus on integrated Power T&D platform across cores, transformers, and EPC.

Risks

CRGO business faces margin pressure due to sharp declines in raw material prices.

Source

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

Read the document ↗

Jay Bee Laminations Ltd: key numbers

Share price
₹99.60
Market cap
₹224.8 Cr
Revenue (annual)
₹548.0 Cr
Net profit (annual)
₹18.26 Cr
P/E (TTM)
12.3×Sector 53.6×
Promoter holding
70.61%
FII holding
0.70%Current quarter

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

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