Jash Engineering Ltd (NSE:JASH)

Q2 2025 Jash Engineering Ltd Earnings Call Transcript

Nov 14, 2024 / 10:30 AM GMT

Release Date Price: ₹493.25 (+4.61%)

Transcript

Key Points

Positve

Jash Engineering Ltd (NSE:JASH) reported a significant revenue growth of 61% compared to the same period last year.
The company has a strong order book position, standing at 873 crore as of November 1st.
Profit after tax grew by 212%, indicating strong financial performance.
The company is expanding its manufacturing capabilities with two new facilities expected to be operational by FY26.
Jash Engineering Ltd (NSE:JASH) is focusing on international markets, with 60% of its revenue coming from outside India.

Negative

Rodney Hunt's performance has deteriorated, although improvements are expected in the next quarter.
The company faces challenges in the US market due to the 'Build America, Buy America' Act, which requires a significant portion of products to be manufactured domestically.
There are concerns about low-margin orders affecting profitability, particularly with legacy orders in Rodney Hunt.
The integration of new acquisitions, such as Waterfront, requires careful management to ensure smooth operations.
The company's reliance on water control gates, which contribute 49% of revenue, may pose a risk if demand in this segment fluctuates.

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

JSHE.NS - Jash Engineering Ltd
Q2 2025 Jash Engineering Ltd Earnings Call
Nov 14, 2024 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Oh, yeah.

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Unidentified_2 [2]
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Good evening everyone. I'm Sudesh Shaan from Einstein Young Investor Relations. And I would like to welcome you to the Judge Engineering Q2 FY25 earnings conference call.

I'd like to indicate that all participant lines will be in the listen-only board and there will be an opportunity to ask questions after the opening remarks conclude.

Sure, you need to ask a question. Please near select. There is an option under the reaction tab of the Zoom application.

We will call out your name and then

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