Jash Engineering Limited — PPTs, 06-05-2025: Investor Presentation

1. Financial Highlights:

Jash Engineering posted consolidated revenue of ₹746 Cr, up 43% YoY. Gross profit increased 34% to ₹415 Cr, with EBITDA rising 31% to ₹138 Cr, delivering an 18.5% margin. PAT grew 30% to ₹87 Cr, resulting in EPS of ₹13.8 (+26%). Margins remained healthy with PAT margin at 11.6%. Shareholder’s equity strengthened to ₹436 Cr, while debt-to-equity stayed moderate at 0.2x. Cash reserves improved to ₹133 Cr, supporting liquidity.

2. Strategic Initiatives & Growth Drivers:

The company is capitalizing on the growing water infrastructure market by expanding capacity in India, the US, and UK. A new manufacturing facility is planned in Houston by 2027. Growth focuses on innovation in water control gates, valves, and process equipment, aligned with urban water supply, sewage treatment, and desalination trends.

3. Business Developments:

Acquisitions of Shivpad Engineers and Waterfront Fluid Controls (UK) expand capabilities and geography. The Rodney Hunt brand boosts North American reach, while integration of Mahr (Austria) enhances screening tech globally. The order book remains robust at ₹838 Cr, with ₹59 Cr secured and ₹78 Cr under negotiation for FY26.

4. Market Position & Competitive Advantage:

Jash is India’s largest water control gates manufacturer with a diversified portfolio of over 60 products. Export revenues exceed 60%, spanning 45+ countries, supported by six global manufacturing units. The company leverages strong operational expertise, strategic acquisitions, and local manufacturing for quick execution and regulatory compliance.

5. Investor Implications:

Strong revenue and profit growth backed by a healthy order book and global expansion point to positive growth potential. The mix of domestic infrastructure projects and steady international demand offers a balanced growth runway. Execution risks around US capacity expansion and acquisition integration merit monitoring. Consistent dividend increases support shareholder value.