Jash Engineering Limited — PPTs, 07-08-2025: Investor Presentation

**1. Financial Highlights:**

Q1FY26 consolidated revenue rose to ₹133 Cr YoY, but profitability sharply declined (PAT ₹-5 Cr, EBITDA ₹1 Cr). This was due to deferred US billing (tariff uncertainty) and lower standalone domestic sales. A robust ₹875 Cr consolidated order book offers future revenue visibility.

**2. Strategic Initiatives & Growth Drivers:**

Jash commissioned its 58,500 sq. ft. Shivpad facility in Chennai for municipal treatment equipment. Capacity expansion in US (Orange, Houston) is accelerating to counter tariffs. Also strengthening non-US presence, including a planned UK deal.

**3. Business Developments:**

Acquiring 90% of WesTech Process Equipment India, the company enters high-growth industrial segments (Mining, Metals, Paper). This acquisition will leverage the new Chennai plant for improved capacity utilization.

**4. Market Position & Competitive Advantage:**

These initiatives enhance Jash's market position in municipal and industrial water sectors, expanding its portfolio. The significant ₹875 Cr order book solidifies its competitive edge and future growth trajectory.

**5. Investor Implications:**

While Q1 faced profitability headwinds, strategic investments and the WesTech acquisition indicate positive long-term growth potential. Investors should monitor execution risk concerning US tariffs and new business integration.