Jyoti CNC Automation Limited (JYOTICNC)
Earning Call Transcript for the Earning Call held on May 29, 2026 is as attached herewith
AI summary
- FY26 standalone revenue grew 20% to INR1,949 Cr; EBITDA margin 28.9%, PAT margin 20.1%
- Consolidated Q4 revenue impacted by INR67 Cr revenue deferment at Huron; Q4 EBITDA margin 24.6%, PAT margin 15.2%
- Capacity expansion to 16,000 machines to start commercial operation in Q2 FY27
- Order book healthy at INR4,732 Cr with diversified sector mix; execution timeline 18-20 months
- Investigation at Huron ongoing; no material operational impact; revenue deferment not a write-off
- Price hikes of 2-3% effective May 2026 for new orders to offset commodity inflation
- Expect capacity ramp-up to increase machine output by 20-30% post September FY27
- Huron revenue expected to grow to INR300-350 Cr in FY27 from INR248 Cr in FY26
- EBITDA margin expected to remain near 25% despite product mix shift and volume growth
Source: Original filing PDF
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🚨 JYOTICNC — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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