Jyoti CNC Automation Earnings Call: Key Takeaways

Why this was an Alfa AlertNot a filter event. Performance was stable but did not exceed prior guidance by the required 10% margin.

Highlights
Revenue growth	FY26 standalone revenue up 20% YoY to ₹1,949cr.
Margins	Consolidated FY26 EBITDA margin at 25.2%; standalone margin at 28.9%.
Order book	Healthy at ₹4,732cr as of March 31, 2026.
Demand visibility	Strong inquiries in aerospace, defense, auto, and general engineering.
Management confidence	High; citing robust demand and internal technology capabilities.

Growth

FY26 standalone revenue grew 20% to ₹1,949cr; PAT grew 6% YoY to ₹336cr on consolidated basis.

Capacity expansion to 16,000 machines on track for Q2 FY27; guiding 20-30% ramp-up speed; ₹4,732cr order book.

Export investigation at Huron led to ₹67cr revenue reversal; global supply chain disruptions and raw material costs.

Guided 25% EBITDA margin → delivered 25.2% (= BEAT)
Guided 20-30% growth → delivered 20.3% 9M revenue growth (= BEAT)
Guided ₹1,900cr Aero/Defense order book → delivered ₹1,949cr standalone revenue (= BEAT)

Guided capacity expansion to 16,000 units by Sept 2026 → Progressing as planned (= PARTIAL)

Source

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

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