Q1 2026 John Cockerill India Ltd Earnings Call Transcript

May 19, 2026 / 09:00 AM GMT

Release Date Price: ₹5416.6 (-4.35%)

Transcript

Key Points

Positve

John Cockerill India Ltd (BOM:500147) reported a significant year-on-year revenue growth of 162% for the quarter, reaching Rs 2,000 million.
The company's standalone EBITDA turned positive at Rs 114 million, compared to a negative EBITDA in the same period last year.
The order book has shown a robust increase, standing at approximately Rs 13 billion, reflecting a 101% year-on-year growth.
The company secured a major order from JSWT for a CGL project valued between Rs 4.4 billion to Rs 4.7 billion.
John Cockerill India Ltd (BOM:500147) is strategically positioned in the growing Indian steel market, driven by infrastructure spending and manufacturing growth.

Negative

Despite the revenue growth, the company did not experience the expected operating leverage benefits, impacting the bottom line.
Margins were affected by upfront costs related to hiring and organizational realignment, as well as integration activities.
Employment costs increased by 34% year-on-year, contributing to the pressure on margins.
The consolidated EBITDA margin stood at a low 1.4%, impacted by integration costs and consolidation adjustments.
The global steel market faces challenges, with Europe experiencing high energy costs and China becoming more selective in capital expenditure.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JOHC.NS - John Cockerill India Ltd
Q1 2026 John Cockerill India Ltd Earnings Call
May 19, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, Good day and welcome to John Cockerill India Limited Q1 and CY26 Earning Conference Call. This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions and expectations of the company as on date of this call. These statements are not the guarantee of future performance and involve risks and uncertainties that are difficult to predict.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing *, then 0 on your touchtone 4. Please note that this

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