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Earnings Call

Jay Bee Laminations Earnings Call: Key Takeaways

FY26 revenue surged 50% to ₹549cr despite volatile raw material prices impacting CRGO margins. Strategy shifts towards EPC and transformer segments for higher scale.

Highlights
Revenue growth50% YoY growth in FY26 to ₹549cr.
MarginsEBITDA margins targeted at 8-10% for EPC and Transformers.
Order bookEPC order book ₹280cr; aiming for additional ₹500cr bandwidth.
Demand visibilityStructurally strong; secured PGCIL 765kV class and NTPC approvals.
Management confidenceHigh on long-term Indian power sector growth and EPC scalability.

Growth

FY26 Revenue grew 50% to ₹549cr; H2 revenue was ₹329cr. PAT declined to ₹18.2cr from ₹25.4cr due to CRGO volatility.

Outlook

FY27 revenue target ₹1,000cr; EPC to contribute 50% of mix. CRGO volume guidance 16,000-18,000 tonnes.

Risks

CRGO steel price volatility (30-35% fall); Chinese oversupply; working capital intensive nature of EPC business.

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
₹78.00
Market cap
₹176.0 Cr
Revenue (annual)
₹548.0 Cr
Net profit (annual)
₹18.26 Cr
P/E (TTM)
9.6×Sector 51.9×
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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