| Revenue growth | Standalone income down 19% YoY for full year FY26. |
|---|---|
| Margins | Lower Q4 margins due to missing high-margin export shipments and underutilization. |
| Order book | Abu Dhabi subsidiary holds $180M (171k MT) order book; robust exports pending. |
| Demand visibility | Sluggish domestic water infrastructure; urgency in MENA energy infrastructure projects. |
| Management confidence | Cautious; highlighting unprecedented times and unpredictable future. |
Growth
Standalone Q4 total income fell 7% QoQ; EBITDA stood at ₹413cr vs ₹527cr in Q3; PAT dropped 50% to ₹114cr.
Outlook
Planned capex of ₹500-₹700cr for FY27. Setting up new plants in Abu Dhabi and Saudi Arabia to bypass maritime choke points.
Risks
MENA conflict suspended export shipments (30% of order book); API monogram suspension on seamless pipes; rupee depreciation; DI pipe overcapacity.
Earnings Call filed with BSE, NSE: JINDALSAW. Summary written with AI assistance from the document.
Jindal Saw Ltd: key numbers
- Share price
- ₹285.50
- Market cap
- ₹18,258 Cr
- Revenue (annual)
- ₹17,895 Cr
- Net profit (annual)
- ₹973.4 Cr
- P/E (TTM)
- 27.9×Sector 19.0×
- Promoter holding
- 63.25%+0.00% QoQ
- FII holding
- 13.08%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Jindal Saw Ltd
All →Jindal Saw Debt & Borrowing: ₹21.42 Cr
Jindal Saw has successfully paid ₹21.42 Crore as interest on its privately placed debentures, as confirmed in this Regulation 57(1) disclosure.
- Value
- ₹21.42 Cr
Jindal Saw Credit Rating
CARE Ratings reaffirmed Jindal Saw's CP and NCD ratings (A1+ and AA Stable) with no change. The Rs.400 Cr and Rs.500 Cr instruments were reviewed and maintained.
Jindal Saw Earnings Call Transcript: Key Takeaways
Jindal Saw Q1 FY27 results show significant YoY declines in EBITDA and PAT due to MENA geopolitical issues and API license suspension, despite a 13% Standalone revenue increase.
Jindal Saw Earnings Call: Key Takeaways
Jindal Saw faces a challenging Q1 FY27 with a significant net profit decline of 70% Standalone and 78% Consolidated. Geopolitical disruptions in the MENA region have halted crucial Saudi shipments and blocked the Strait of Hormuz.
Jindal Saw Q1 FY27 Results: Net Profit ₹90.8 Cr, Down 78.1% YoY
Jindal Saw Ltd reported revenue from operations of ₹4,452 Cr (+9.0% YoY) and net profit of ₹90.8 Cr (-78.1% YoY) for Q1 FY27.
- Key figure
- Net profit ₹90.8 Cr · -78.1% YoY
Jindal Saw Earnings Call: Key Takeaways
Q4FY26 performance dropped significantly due to geopolitical conflict in the MENA region and sluggish domestic water infrastructure projects, leading to suspended exports and lower profitability.