ALFA Finder| Revenue growth | Broadly constant in Q1; decline expected in H2 FY27. |
|---|---|
| Margins | Guiding 35% blended EBITDA margin; margins may improve despite revenue dip. |
| Order book | INR 1,310 crores as of August 2026. |
| Demand visibility | Optimistic due to Samudra Manthan scheme and increased industry expenditure. |
| Management confidence | Confident in redeploying three dehired rigs via upcoming tenders. |
Growth
Q1 FY27 revenue broadly constant; management warns of H2 revenue decline due to three rigs going off-contract for refurbishment.
Outlook
Targeting 35% blended EBITDA margin; deploying refurbished Jindal Pioneer rig in October 2026; exploring domestic and international tenders.
Risks
H2 revenue hit as 3 of 6 rigs go off-hire; high refurbishment costs (INR90-110cr per rig).
Last quarter's promises, checked
Delivered
- Guided 3 rigs dehiring in 2026 → delivered 3 rigs off-hire for refurbishment (= BEAT)
- Guided INR 350cr EBITDA for current year → delivered INR 350cr+ (= BEAT)
Partly delivered
- Guided Jindal Pioneer deployment in few months → delivered Oct 2026 deployment (= PARTIAL)
Missed
- Guided gradual rate increases → delivered $47,800 vs $62,000 bid (= MISS)
Earnings Call Transcript filed with BSE, NSE: JINDRILL. Summary written with AI assistance from the document.
Jindal Drilling & Industries Ltd: key numbers
- Share price
- ₹523.45
- Market cap
- ₹1,517 Cr
- Revenue (annual)
- ₹996.6 Cr
- Net profit (annual)
- ₹210.6 Cr
- P/E (TTM)
- 7.9×Sector 17.5×
- Promoter holding
- 66.78%+0.00% QoQ
- FII holding
- 0.46%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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