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Earnings Call

JD Cables Earnings Call: Key Takeaways

JD Cables reports strong FY26 performance with Revenue at ₹365cr (+45.7% YoY) and PAT at ₹31.72cr (+44% YoY). Strategy focuses on capacity expansion and scaling the new EPC segment.

Why this was an Alfa AlertManagement explicitly guides for 50-60% revenue growth for the next single year (FY27), meeting the >50% YoY growth threshold.
Highlights
Revenue growth45.7% YoY in FY26; 70% YoY in H2 FY26.
MarginsEBITDA margins 12-13%; EPC PAT margins targeted at 8%.
Order book₹515cr as of March 31, 2026; targeting ₹700-800cr by FY27.
Demand visibilityStrong, backed by ₹515cr order book and ₹1,000cr tender pipeline.
Management confidenceHigh, targeting doubling of capacity and 50-60% growth.

Growth

FY26 Revenue grew 45.7% to ₹365cr; EBITDA increased 40% to ₹48.11cr. H2 FY26 revenue grew 70% YoY.

Outlook

Management guides 50-60% revenue growth for FY27. Doubling manufacturing capacity; ₹20-30cr capex planned for land and machinery.

Risks

Negative operating cash flows due to working capital intensity in EPC projects and rising inventory days.

Last quarter's promises, checked

Delivered

  • Guided FY26 Revenue ₹350-360cr → delivered ₹365cr (= BEAT)
  • Guided EBITDA margins 15-16% → delivered 13.18% (= MISS)
  • Guided H2 FY26 CAPEX ₹6-7cr → delivered ₹16.45cr+ (= BEAT)

Partly delivered

  • Guided Dankuni ops start Dec/Jan → delivered, but awaiting BIS/power (= PARTIAL)

Missed

  • Guided EBITDA margins 15-16% → delivered 13.18% (= MISS)
  • Guided FY26 PAT margins ~9.8% → delivered 8.69% (= MISS)
Source

Earnings Call filed with BSE, BSE: 544524. Summary written with AI assistance from the document.

Read the document ↗

JD Cables Ltd: key numbers

Share price
₹189.60
Market cap
₹427.6 Cr
Revenue (annual)
₹364.6 Cr
Net profit (annual)
₹31.72 Cr
P/E (TTM)
13.5×Sector 45.9×
Promoter holding
70.00%+0.00% QoQ
FII holding
0.59%Current quarter

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

More from JD Cables Ltd

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11:18 IST BSE
New Order Win

JD Cables Bags ₹12 Cr Order from Reputed Private Entity

JD Cables won a Rs 12 Crore (incl. GST) work order for supply of Cables & Conductors from a reputed private entity. Delivery is due within four months.

Value
₹12.00 Cr
From
Reputed Private Entity
Execution
4 months
21:22 IST BSE
Production Started

JD Cables Production Started

JD Cables Limited has commenced production at its new Cable Division manufacturing unit in Chakundi, West Bengal. This follows the prior launch of its Conductor Division.

23:05 IST BSE
Financial Results

JD Cables H2 FY26 Results: Net Profit ₹19.8 Cr, Up 69.2% YoY

JD Cables Ltd reported revenue from operations of ₹243.3 Cr (+70.0% YoY) and net profit of ₹19.8 Cr (+69.2% YoY) for H2 FY26.

Key figure
Net profit ₹19.8 Cr · +69.2% YoY