ALFA Finder| Management target | Revenue 2030 |
|---|
| Revenue growth | 18% consolidated YoY growth; standalone revenue up 82% YoY. |
|---|---|
| Margins | Structural pressure from early-phase project costs and consolidation expenses. |
| Order book | Record 4,500 Cr consolidated backlog, providing high multi-year visibility. |
| Demand visibility | Strong domestic and international inquiries driven by green steel and electrification. |
| Management confidence | Balanced; optimistic on long-term goals despite transient quarterly margin pressure. |
Growth
Standalone revenue surged 82% YoY to 149 Cr; consolidated revenue grew 18% YoY to 299 Cr.
Outlook
Order book stands at 4,500 Cr; target topline of 8,000 Cr by 2030 through organic and inorganic growth.
Risks
Margins squeezed by early-stage project costs, one-time consolidation expenses, and sequential revenue decline.
Last quarter's promises, checked
Delivered
- Consolidate global metals business → Completed Jan 2026 (= BEAT)
- Commission Taloja coating facility → Expected shortly/in progress (= BEAT)
- Standalone EBITDA improvement → Positive 114M vs negative YoY (= BEAT)
Partly delivered
- Consolidated EBITDA margin → 1.4% vs 3% near-term target (= PARTIAL)
- US business consolidation → Delayed/investigating technical issues (= PARTIAL)
Missed
- Operating leverage from revenue growth → Margins impacted by upfront costs (= MISS)
Earnings Call Transcript filed with BSE, NSE: COCKERILL. Summary written with AI assistance from the document.
John Cockerill India Ltd: key numbers
- Share price
- ₹7,300.00
- Market cap
- ₹3,605 Cr
- Revenue (annual)
- ₹357.6 Cr
- Net profit (annual)
- ₹10.31 Cr
- P/E (TTM)
- 306.2×Sector 51.9×
- Promoter holding
- 70.44%+0.00% QoQ
- FII holding
- 0.21%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from John Cockerill India Ltd
All →John Cockerill India Board Meeting Date
John Cockerill India scheduled its Board meeting for 13 Nov 2026 to review Q2 and nine-month un-audited results. No financial figures or material decisions are yet communicated.
John Cockerill India Acquisition Worth ₹257.8 Cr
John Cockerill India executed an amended SPA to acquire 100% of John Cockerill Metals International from its parent, at a revised price of €24.32 million. The consideration is partly cash and partly CCPS swap.
- Value
- ₹257.8 Cr
- Execution
- Allotment of CCPS within 15 days of RBI approval received 3 November 2026; conversion within 18 months of allotment
John Cockerill India Regulatory Approval
John Cockerill India received Reserve Bank of India approval for acquiring shares of John Cockerill Metals International SA. This allows the company to proceed with the share-swap acquisition.
John Cockerill India Other Announcement
John Cockerill India Limited filed its Regulation 74(5) certificate for the quarter ended September 30, 2026, confirming no dematerialization requests were received.
John Cockerill India Management Change
John Cockerill India Limited announced the resignation of Mr. Vivek Mukund Bhide from his position as Non-Executive Non-Independent Director, effective September 15, 2026.
John Cockerill India Bags ₹200 Cr Order
John Cockerill India Ltd secured a Rs. 200 Crore contract from A1 Iron & Steel Tanzania Ltd for supply and installation of industrial equipment. The project spans ten months.
- Value
- ₹200.0 Cr
- Execution
- 10 months from August 2026