Jay Bee Laminations Limited — PPTs, 31-10-2025: Investor Presentation

Jay Bee Laminations reports robust H1 FY26 with 43% YoY revenue growth to ₹218.73 Cr, driven by strong market demand. Profit After Tax stood at ₹3.69 Cr. Margins were temporarily impacted by high-cost inventory and volatile commodity prices, but a leaner inventory position and softening CRGO steel prices are setting the stage for recovery.

The company is strategically expanding, commissioning its Unit-III and launching a new transformer brand, INTELLICORE, with an encouraging initial response. They've also secured their first EPC contracts in T&D, aiming for holistic power-sector play. Total installed capacity is set to reach ~24,000 MTPA by end of CY2025. Management is optimistic about scaling new businesses and expects margin recovery in the coming periods.