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Earnings Call

John Cockerill India Earnings Call: Key Takeaways

JCIL reported strong Q1CY26 standalone revenue growth of 162% YoY. Management is integrating global metal businesses into the Indian entity, shifting focus from downstream to higher-potential upstream steel technologies like Volteron.

Highlights
Revenue growth162% YoY standalone growth to INR 2,000 million.
MarginsConsolidated EBITDA margin 1.4%; targeting 10%+ in three years.
Order bookConsolidated order book at INR 33 billion; Standalone at INR 13 billion.
Demand visibilityStrong demand in India; recovery expected in Europe next year.
Management confidenceHigh confidence in Indian market and green steel technology transitions.

Growth

Standalone revenue grew 162% YoY to INR 2,000mn; Consolidated revenue reached INR 3.4bn following international integrations.

Outlook

Order book stands at INR 33bn consolidated; aiming for 10%+ EBITDA margins over the next three years.

Risks

Margins impacted by upfront hiring costs, integration expenses, and a product mix shift toward large projects.

Source

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

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John Cockerill India Ltd: key numbers

Share price
₹7,962.70
Market cap
₹3,932 Cr
Revenue (annual)
₹357.6 Cr
Net profit (annual)
₹10.31 Cr
P/E (TTM)
334.0×Sector 53.6×
Promoter holding
70.44%+0.00% QoQ
FII holding
0.32%Current quarter

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

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