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Investor Presentation

Jinkushal Industries Investor Presentation: Key Takeaways

JKIPL (Jinkushal Industries) presented its Q1 FY27 results as India's largest non-OEM construction machinery exporter. Focus on asset-light refurbishment and own-brand HexL backhoe loaders.

Highlights
MarginsROE 28.30%, RoNW 21.22%, RoCE 18.39%.
Demand visibilityStrong global infrastructure demand; used machines 20-50% cheaper.
Management confidenceHigh; leveraging status as 3-star export house.

Growth

Previous year revenue crossed ₹100 Cr. Export value reached ₹353.31 Cr by March 2026. ROE at 28.30%.

Outlook

Targeting portfolio expansion into electric construction machines; focus on shortening working capital cycles and deepening market presence.

Risks

Global supply chain constraints and tightening emission standards (EU Stage V, BS VI) impacting equipment replacement cycles.

Last quarter's promises, checked

Delivered

  • Guided Inventory Realization → realized portion in Q4 (= BEAT)
  • Guided Standalone Revenue Growth → grew 48% to ₹313 Cr (= BEAT)
  • Guided Consolidated Revenue Growth → grew to ₹358 Cr (= BEAT)

Partly delivered

  • Guided Profitability → impacted by logistics/employee costs (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: JKIPL. Summary written with AI assistance from the document.

Read the document ↗

Jinkushal Industries Ltd: key numbers

Share price
₹96.28
Market cap
₹369.6 Cr
Revenue (annual)
₹357.6 Cr
Net profit (annual)
₹12.09 Cr
P/E (TTM)
43.3×Sector 41.4×
Promoter holding
74.99%+0.00% QoQ
FII holding
2.12%Current quarter

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

More from Jinkushal Industries Ltd

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20:13 IST NSE
Credit Rating

Jinkushal Industries Credit Rating

CRISIL Ratings reaffirmed Jinkushal Industries Limited's credit ratings at CRISIL BBB/Negative and CRISIL A3+, covering bank facilities totaling Rs.250 Crore.

21:14 IST BSE
Merger & Restructuring

Jinkushal Industries Merger & Restructuring Worth ₹0.95 Cr

Jinkushal Industries has incorporated a wholly-owned subsidiary, HEXCO GLOBAL HK LIMITED, in Hong Kong to expand its international business activities in the East Asia region.

Value
₹0.95 Cr
19:19 IST BSE
Promoter Selling (Off-Market)

Jinkushal Industries Promoter Selling (Off-Market): ₹16.12 Cr

Promoter Sandhya Jain transferred 14.87 lakh shares (3.87% stake) to Anubhavi Jain via gift. The transaction value is approximately ₹16.12 Crore.

Value
₹16.12 Cr
Promoter stake change
-3.87%
18:58 IST BSE
Promoter Buying (Off-Market)

Jinkushal Industries Promoter Buying (Off-Market): ₹161.2 Cr

Promoter Mrs. Sandhya Jain gifted 14,87,300 shares to Ms. Anubhavi Jain in an off-market inter-se transfer. This transaction aligns with PIT regulation exemptions.

Value
₹161.2 Cr
Promoter stake change
+3.87%
18:50 IST BSE
Promoter Buying (Off-Market)

Jinkushal Industries Promoter Buying (Off-Market)

Ms. Anubhavi Jain (Promoter) acquired 14.87 lakh shares, representing a 3.87% stake, of Jinkushal Industries from Mrs. Sandhya Jain via an off-market inter-se gift.

Promoter stake change
+3.87%