Jain Irrigation Systems Limited — Investor Meet, 28-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jain Irrigation Systems' Q1 FY26 revenue grew 5% to INR 1,550 Cr, navigating a deflationary environment. Hi-Tech Agri surged ~30% with 16.6% EBITDA, driven by strong solar pump sales and 40% export growth. Gross debt remains at INR 3,590 Cr. Management aims to repay INR 250 Cr of long-term debt by March '26, targeting zero term debt by March '28, potentially sooner with a food processing IPO in FY26. Full-year revenue growth is guided at over 15%, with EPS improvement expected from FY27. The company is confident in its strategic focus to reduce leverage (Debt/EBITDA below 2 in 18 months) and enhance shareholder value.