| Revenue growth | Standalone Q2 +31%, H1 +34% YoY |
|---|---|
| Margins | Standalone EBITDA 27.9% (+320 bps); consolidated 21.8% (down from 24.5%) |
| Order book | Q2 intake INR 809 Cr; executed INR 575 Cr |
| Demand visibility | Order book INR 5,082 Cr at 30 Sep 2026 |
| Management confidence | Optimistic on sustained dispatch momentum |
Growth
Standalone Q2 revenue +31%, H1 +34%; EBITDA +48%/+45%; PAT +46%/+34%. Consolidated revenue +19%/+21%, but PAT -15%/-17%.
Outlook
No quantified guidance; management optimistic on sustained dispatch momentum. ECMS-approved INR 1,020.65 Cr Rajkot investment over five years, with up to 25% capital subsidy.
Risks
Consolidated PAT down 15-17% with margin compression. Inventory rose to INR 1,440 Cr from 1,166 Cr (Mar-26). Consolidated finance costs up 45% in H1.
Last quarter's promises, checked
Delivered
- Standalone EBITDA ~25% → 27.9% (= BEAT)
- Growth 25-30% → standalone H1 +34% (= BEAT)
- Q2 dispatch lift → record 1,900 machines (= BEAT)
Partly delivered
- Capacity live by end-Sep, foundry Oct → foundry ops only 'in coming days' (= PARTIAL)
Missed
- Consol growth 25-30% → H1 +21% (= MISS)
- Debt flat vs Mar-26 → Rs 943 Cr vs 850 Cr (= MISS)
- Inventory to fall post-facility → Rs 1,440 Cr vs 1,166 Cr (= MISS)
Investor Presentation filed with BSE, NSE: JYOTICNC. Summary written with AI assistance from the document.
Jyoti CNC Automation Ltd: key numbers
- Share price
- ₹1,019.90
- Market cap
- ₹23,195 Cr
- Revenue (annual)
- ₹2,093 Cr
- Net profit (annual)
- ₹336.0 Cr
- P/E (TTM)
- 75.1×Sector 50.0×
- Promoter holding
- 62.55%+0.00% QoQ
- FII holding
- 5.26%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Jyoti CNC Automation Ltd
All →Jyoti CNC Automation Earnings Call Transcript: Key Takeaways
Revenue rose 18.5% to ₹602 Cr, but consolidated EBITDA margin of 21.8% lags the standalone 28% because Huron revenue is held back. Management is assertive on the 25% margin and 8,000-machine target, with thin detail on Huron timing.
Jyoti CNC Automation Q2 FY27 Results: Net Profit ₹72.6 Cr, Down 15.1% YoY
Jyoti CNC Automation Ltd reported revenue from operations of ₹602 Cr (+18.5% YoY) and net profit of ₹72.6 Cr (-15.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹72.6 Cr · -15.1% YoY
Jyoti CNC Automation Board Meeting Date
Jyoti CNC Automation Ltd will hold a board meeting on November 03, 2026, to approve standalone and consolidated financial results for the quarter ended September 30, 2026.
Jyoti CNC Automation Credit Rating
Jyoti CNC Automation received credit ratings from CRISIL for its bank loan facilities, including A+/Stable for long-term and A1 for short-term debt.
- Value
- ₹1,415 Cr
Jyoti CNC Automation Other Announcement
Jyoti CNC Automation Ltd has filed its quarterly shareholding pattern as mandated by SEBI. The report discloses the stake distribution among promoters and public shareholders.
Jyoti CNC Automation Annual General Meeting
Jyoti CNC Automation Limited held its 35th Annual General Meeting on September 30, 2026. The company submitted the meeting proceedings to the stock exchanges.