Jain Irrigation Systems Limited — Investor Meet, 06-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Jain Irrigation Systems posted Q3 FY26 revenue up 17.4% to ₹1,600 Cr, with retail sales surging 24%. Despite a Q3 EBITDA dip from plastic resin prices and agro processing seasonality, 9M EBITDA grew 15% to ₹569 Cr. The company aims for 15%+ revenue and EBITDA growth for FY26, targeting 18-20% for FY27. New beverage lines are live, with a tomato processing JV starting Jan '27 revenue. Management expects significant debt reduction from government projects (₹125 Cr in Q4, ₹350-400 Cr next fiscal) and plans to meet FY27 debt obligations via internal accruals. Strategic focus and new FTAs reflect confident future growth.