JNK India Limited — PPTs, 30-05-2025: Investor Presentation

1. Financial Highlights:

JNK India posted Q4FY25 revenue of Rs. 200 Cr with PAT margin at 6.6% and EBITDA margin of 13.8%. Operating profit margin was robust at 22.1%. For FY25, revenue rose 2.5% YoY to Rs. 495 Cr, with PAT of Rs. 30.2 Cr (6.1% margin) and EBITDA margin steady at 13.1%. Record order inflows of Rs. 933 Cr and a closing order book of Rs. 1082 Cr provide strong near-term revenue visibility. ROCE moderated to 8.6% and ROE to 16.6%. Employee costs as a percentage of revenue declined, improving operational efficiency.

2. Strategic Initiatives & Growth Drivers:

JNK India expanded its product portfolio into incinerators, cracking furnaces, flares, energy storage systems, and Solar EPC, enhancing its presence in refinery, petrochemical, and renewable sectors. The company is focusing on geographic expansion and project execution capabilities, aiming to scale operations through disciplined project management.

3. Business Developments:

The partnership with JNK Global (Korea) is strengthening engineering capabilities and international market access. The 2024-25 IPO raised Rs. 64.9 Cr, bolstering working capital to support a larger order book. Repeat orders from marquee clients highlight consistent execution and delivery trust.

4. Market Position & Competitive Advantage:

JNK India offers comprehensive combustion equipment solutions for refineries, petrochemicals, fertilizers, and steel—an unmatched advantage globally. With 7 of the top 12 Indian oil & gas companies as clients and strong in-house design, manufacturing, and commissioning, it enjoys scale and integration benefits. Its Mundra fabrication unit boosts export potential.

5. Investor Implications:

Record orders and diversification into renewables enhance positive growth potential. Scaling complex projects and new verticals is promising but requires close tracking of execution risks. Margins and returns, though stable, need monitoring amid competitive pressures. Strong order book and geographic expansion support confidence in value creation.