JNK INDIA LIMITED

JNK India Limited held its Q1 FY27 Earnings Conference Call on August 12, 2026, where management discussed the company's performance and strategic direction. Management highlighted that Q1 typically contributes 10% to 15% of annual revenue due to the project-based nature of the business, with a revenue growth guidance of 20% to 25% for the year. The order book stood at INR 1,801 crores, and the company reported an 80.6% year-on-year revenue growth to INR 186 crores. EBITDA grew by 3.1x to INR 21.9 crores, with a margin of 11.8%. Management noted a diversification strategy into non-heating sectors, aiming for 40% of revenue from these areas in the medium term. The recent cancellation of an export order was attributed to technical approval delays, with no material cash loss incurred. The joint venture, JNK Chemdist, contributed 8.8% to group revenue but operated at a loss due to its fixed cost base.

The management presented strong financial results while also addressing challenges and strategic shifts.