JNK India Limited — Investor Meet, 18-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

JNK India's Q1 FY26 revenue rose 13.5% YoY to INR 103 Cr. However, EBITDA was INR 7.2 Cr (7% margin), impacted by legacy projects. Management expects margin pressure to continue in Q2, but reiterates full-year guidance of 40-50% revenue growth and 12-13% EBITDA, anticipating recovery from Q3. The order book stands healthy at INR 982.8 Cr. Two large group-level orders (INR 2,000-3,000 Cr) are expected in Q2. A new JV (51% stake) targets green hydrogen and chemical equipment, marking a strategic entry into clean energy. Management expresses confidence in future performance.