ALFA Finder India's fastest NSE & BSE filing alerts on Telegram, filtered to the stocks you hold Telegram alerts alfafinder.com →
Sunday, 8 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

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.

Highlights
Revenue growthConsolidated revenue +18.5% YoY to ₹602 Cr; standalone +31%.
MarginsStandalone EBITDA 28% (+320 bps); consolidated 21.8%; Huron drag, guided 25%.
Order book₹5,082 Cr as of 30 Sep; Q2 intake ₹800 Cr; book-to-execution ratio not stated.
Demand visibilityOrder book ₹5,082 Cr; auto/EV and aerospace-defence demand described as healthy.
Management confidenceOverall confident; tone assertive, some over-reassurance on Huron and margins.

Growth

Consolidated revenue +18.5% to ₹602 Cr; standalone +31%. Realisation fell to ~₹32 lakh per machine.

Outlook

Huron ~₹300 Cr in H2 FY27; 8,000+ machines and ~25% EBITDA margin targeted; project capex ~₹450–500 Cr.

Risks

Huron ~₹65 Cr revenue reversal pending clearance; controller supply lead times have roughly doubled; export licences delayed.

Last quarter's promises, checked

Delivered

  • Standalone margin 27%+ → 28% (= BEAT)

Partly delivered

  • Capex ₹450Cr → ₹450–500Cr (= PARTIAL)
  • Huron ₹300–325Cr FY27 → ~₹300Cr now H2; ₹65Cr pending (= PARTIAL)
  • 8,000+ machines FY27 → 3,317 in H1 (1,406+1,911) (= PARTIAL)

Missed

  • Consolidated EBITDA ~25% → 21.8% (= MISS)
  • Consolidated growth 25–30% → 18.5% (= MISS)
  • Realisation held ~₹34.6L → ~₹32L (= MISS)
Source

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

Read 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 →