| Revenue growth | Standalone 82% YoY; Consolidated 18% YoY for Q2. |
|---|---|
| Margins | Margins temporarily impacted by execution stage mix and transitionary costs. |
| Order book | Consolidated: ₹45,989 mn; Standalone: ₹22,620 mn as of Jun-26. |
| Demand visibility | Strong customer enquiries and steady pace of order wins. |
| Management confidence | High, citing robust order backlog and India's steel market attractiveness. |
Growth
Standalone revenue grew 82% YoY to ₹1,492 mn; H1 revenue rose 120%. Consolidated H1 revenue reached ₹6,431 mn.
Outlook
Order backlog stands at ₹45,989 million. Focus on green steel technologies like Volteron and hydrogen-based steelmaking.
Risks
Q2 profitability impacted by integration/realignment costs and project execution stages without margin contribution.
Last quarter's promises, checked
Delivered
- Guided positive Q1 EBITDA → delivered ₹49 mn (= BEAT)
- Guided Standalone Revenue Growth → delivered 162% YoY (= BEAT)
- Guided standalone order book growth → delivered ₹13,000 mn / 101% YoY (= BEAT)
Partly delivered
- Guided margin improvement → delivered 1.4% console margin due to integration costs (= PARTIAL)
Investor Presentation 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