Jyoti CNC Automation Limited — PPTs, 10-11-2025: Investor Presentation

Jyoti CNC Automation posted strong Q2 & H1 FY26 consolidated financial results.

1. **Business Performance:** Q2 revenue grew 17.9% YoY to INR 508 Cr, with PAT up 12.7% to INR 86 Cr. For H1, revenue rose 15.8% to INR 918 Cr, and PAT surged 23.7% to INR 157 Cr. Steady operations across Automotive, Aerospace, Defence, and General Engineering verticals drove growth.

2. **Growth Drivers or Strategy:** The company is strategically expanding capacity, developing new products, and diversifying its market reach. Key growth drivers include the Electric Vehicle (EV), Electronics Manufacturing Services (EMS), Semiconductor, and Aerospace & Defence sectors.

3. **Recent Developments:** Capacity expansion at the Huron facility in France for 120 machines is nearing completion. A significant land acquisition of 20 acres in Tumakuru, Karnataka, is planned for a major new manufacturing base focusing on high-precision CNC machines. New machine models like GU 8 and HP 6000 were launched, and a patent was secured for the HUMA operator interface.

4. **Key Financial Metrics:** For Q2 FY26, Revenue was INR 508 Cr, EBITDA INR 125 Cr (24.5% margin), PAT INR 86 Cr (16.8% margin), and EPS INR 3.8. H1 FY26 saw Revenue of INR 918 Cr, EBITDA INR 225 Cr (24.5% margin), PAT INR 157 Cr (17.1% margin), and EPS INR 6.9.

5. **Management Commentary / Outlook:** The company holds a robust order book of INR 4,546 Cr, offering 24-30 months of revenue visibility. Current capacity utilization is at 88%, with further expansion planned to reach 10,000 machines annually by September 2026, fueling future growth.