Jyoti CNC Automation Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jyoti CNC reported Q2 FY26 revenue of Rs. 508 Cr (+17.9% YoY) and H1 FY26 revenue of Rs. 918 Cr (+15.8% YoY). Q2 PAT grew 13% to Rs. 85.5 Cr, with EBITDA margin at 24.5%. Order intake for the quarter was Rs. 619 Cr, contributing to a robust order book of Rs. 4,546 Cr.

Management is expanding machine production capacity from 6,000 to 16,000 units/annum by September 2026, targeting 30-35% CAGR. The expanded Huron facility is operational, expecting Q4 revenue contribution. The company is developing its own HUMA controllers, forecasting a 4-5% margin increase, and exploring the semiconductor segment. Positive operating cash flow momentum is noted.