Jain Irrigation Systems Limited — Investor Meet, 03-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jain Irrigation posted robust Q2 FY26 results, with revenue up 20% YoY to Rs. 1,432 Cr and EBITDA surging 43%. H1 revenue reached Rs. 3,000 Cr, up 12%. High-tech Agri grew 39%, boosting 19% EBITDA margins. The company anticipates 15%+ growth for FY26, with Q3/Q4 expected to be strong. Management is focused on working capital efficiency and expects to recover Rs. 900 Cr in legacy EPC receivables by March FY27, aiding debt reduction. A new beverage bottling unit is poised to significantly add to food processing revenue from FY27. Confidence remains high for future growth, prioritizing profitable capital allocation.