Jyoti CNC Automation Ltd (BOM:544081)
₹ 825.8 -7.4 (-0.89%) Market Cap: 188.06 Bil Enterprise Value: 188.97 Bil PE Ratio: 58.48 PB Ratio: 9.40 GF Score: 70/100

Q2 2026 Jyoti CNC Automation Ltd Earnings Call Transcript

Nov 10, 2025 / 04:00 AM GMT

Key Points

Positve
  • Jyoti CNC Automation Ltd (NSE:JYOTICNC) reported a strong consolidated revenue growth of 17.9% for the quarter, with a revenue of INR 508 crores.
  • The company is expanding its manufacturing capacity from 6,000 machines per annum to 16,000 machines per annum by September 2026.
  • Jyoti CNC's acquisition of Huron has strengthened its technological edge and expanded its international market footprint.
  • The company has a healthy and well-diversified order book of INR 4,546 crores, reflecting steady demand and customer confidence.
  • Jyoti CNC is investing in training and upskilling its workforce, with plans to hire over 1,000 skilled engineers in the coming years.
Negative
  • The company's capacity utilization is currently at 88%, indicating a constraint in meeting the high order demand until the new capacity is operational.
  • Employee costs have risen significantly by 43% year-over-year, impacting the company's margins.
  • Despite the strong order book, the company faces challenges in reducing its dependency on imports, which currently fulfill nearly 60% of the CNC machine tool market demand in India.
  • The company is experiencing delays in billing due to long production cycles for large machines, affecting cash flow.
  • There is uncertainty regarding the timeline for achieving full utilization of the expanded capacity, which may impact future growth projections.


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

JYCA.NS - Jyoti CNC Automation Ltd
Q2 2026 Jyoti CNC Automation Ltd Earnings Call
Nov 11, 2025 / 04:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen.

We welcome you all to the Q2NH1F526 earnings conference call of Jyoti CNC Automation Limited hosted by ICICI Securities. 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 touchstone phone.

Please note that this conference is being recorded.

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 do not guarantee the
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