| Revenue growth | 50% YoY growth in FY26 to ₹549cr. |
|---|---|
| Margins | EBITDA margins targeted at 8-10% for EPC and Transformers. |
| Order book | EPC order book ₹280cr; aiming for additional ₹500cr bandwidth. |
| Demand visibility | Structurally strong; secured PGCIL 765kV class and NTPC approvals. |
| Management confidence | High 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.
Earnings Call filed with NSE, NSE: JAYBEE. Summary written with AI assistance from 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.
More from Jay Bee Laminations Ltd
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Jay Bee Laminations held its 38th AGM on September 26, 2026, via video conferencing. Shareholders transacted ordinary and special business, including borrowing and charge approvals.
Jay Bee Laminations Annual General Meeting
Jay Bee Laminations Limited has scheduled its 38th Annual General Meeting for September 26, 2026, to transact ordinary and special business, including borrowing power approvals.
Jay Bee Laminations Board Meeting Outcome
Jay Bee Laminations Limited's board approved the appointment of secretarial, internal, and cost auditors for FY 2026-27. It also approved the notice for its 38th AGM.
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.
Jay Bee Laminations H2 FY26 Results: Net Profit ₹14.6 Cr, Up 32.7% YoY
Jay Bee Laminations Ltd reported revenue from operations of ₹329.2 Cr (+53.6% YoY) and net profit of ₹14.6 Cr (+32.7% YoY) for H2 FY26.
- Key figure
- Net profit ₹14.6 Cr · +32.7% YoY