| 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
- ₹7,962.70
- 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.
More from John Cockerill India Ltd
All →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 Earnings Call Transcript: Key Takeaways
Management projects confidence via a massive 4,500 Cr order book while navigating transitional costs from global entity consolidation. Revenue fell sequentially due to project lifecycles, but YoY growth remains robust.
John Cockerill India Q1 FY27 Results: Net Loss of ₹31.4 Cr, Loss Widens
John Cockerill India Ltd reported revenue from operations of ₹298.6 Cr (+17.9% YoY) and a net loss of ₹31.4 Cr for Q1 FY27.
- Key figure
- Net loss ₹31.4 Cr
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.
John Cockerill India Earnings Call: Key Takeaways
John Cockerill India transitions into a global metals hub after consolidating parent entities, showing high revenue growth but depressed margins due to integration costs and organizational realignment.
John Cockerill India Earnings Call: Key Takeaways
JCIL Q1CY26 shows robust recovery with standalone revenue growth of 162% YoY. Consolidation of global Metals business completed, positioning India as a global manufacturing hub.