Jain Irrigation Systems Limited — Investor Meet, 18-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Jain Irrigation Systems reported Q4 revenue up 4.3% to ~INR 1,800 Cr, with Hi-Tech business growing 8% and EBITDA increasing 7% (Hi-Tech EBITDA up 22%). For FY26, consolidated revenue rose 11%, led by 20% growth in Hi-Tech and Food surpassing INR 2,000 Cr. Adjusted PAT was positive at INR 133 Cr.

Management cited a March raw material price shock that affected Q4 sales, though demand is now stabilizing. FY27's outlook is positive for revenue, margins, and cash flow, with new beverage lines and an anticipated land asset sale strengthening financials and debt repayment. The company targets PAT positivity in FY27, prioritizing significant debt reduction and cash flow generation, paving the way for growth from FY28. The tone reflects cautious optimism amidst market uncertainties.