Q3 2026 JNK India Ltd Earnings Call Transcript
Key Points
- JNK India Ltd (NSE:JNKINDIA) reported a total revenue of INR2,062.3 million, reflecting an impressive year-on-year growth of 112.8%.
- The company's operating profit increased to INR560.2 million with a margin of 27.2%, showcasing strong operational performance.
- EBITDA for the quarter was INR295.1 million, showing a remarkable 202.8% year-on-year growth, with a margin of 14.3%.
- Profit after tax was INR180.2 million, reflecting a significant 534.1% year-on-year increase with a margin of 8.7%.
- The joint venture with Chemdist Group is a critical part of JNK India Ltd's long-term growth strategy, particularly in green hydrogen and sustainable fuels.
- The company recognized an impact of new labor code of INR9.26 million for the quarter, affecting financial results.
- Current utilization of the Mundra fabrication capacity is low due to limited export opportunities.
- The transition to a new accounting policy from output to input method may affect revenue recognition timing.
- Material costs remain high, ranging between 70% to 75%, which could impact margins if not managed effectively.
- The execution of large projects like the BPCL Bina refinery is expected to be slow initially, with significant revenue recognition only in future quarters.
Ladies and gentlemen, good day, and welcome to JNK India Limited Q3 FY26 earnings conference call hosted by Monarch Networth Capital Limited. This conference call may contain forward-looking statements about the company, which are based on beliefs, opinions and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Sahil Sanghvi from Monarch Networth Capital Limited. Thank you, and over to you, sir.
Thank you, Bhoomi. Good afternoon to everyone. On behalf of Monarch Networth Capital, I welcome you everyone to JNK India's Q3 FY26 earnings call. From the management team, we have Mr. Arvind Kamath, who is the Chairperson and Whole-Time Director.
We have Mr. Anand Agarwal, who is EVP, Accounts and Finance; and we have Ms. Annie Varghese, she is the
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