Jyoti CNC Automation Limited — Investor Meet, 30-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jyoti CNC reported Q4 consolidated revenue of INR576 Cr (+28% YoY) and FY25 revenue of INR1,818 Cr (+36% YoY). Q4 EBITDA rose 33% to INR178 Cr with 30.9% margin; FY25 EBITDA grew 63% to INR491 Cr at 27% margin. PAT was up 9% in Q4 to INR109 Cr and doubled to INR316 Cr for FY25. Order book stands robust at INR4,346 Cr, led by aerospace & defense (39%) and auto (17%).

Management highlighted a shift toward mechatronics and in-house servo/electronics development, with capacity utilization at 90% and INR400-450 Cr capex planned to boost annual machine capacity by 10,000 by mid-FY27. EMS execution delays are expected to ease from H2 FY26. New product launches aim to drive margin gains. Semiconductor equipment opportunity is evolving, with clarity by Q3 FY26. Inventory days improved materially. Export expansion, notably in Europe and the US, supports sustained growth. The outlook remains positive on demand and margin stability above 25%.