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

Jain Irrigation reported Q4 FY26 revenue of ~INR 1,800 Cr (+4.3%) and 7% EBITDA growth. Full-year revenue grew 11%, with Hi-Tech up >20% and Food business crossing INR 2,000 Cr. Adjusted PAT for FY26 was INR 133 Cr. Management cited raw material price shocks and geopolitical factors impacting Q4, especially in plastic products, but expects stabilization and stronger demand for water management. Two new beverage lines started operations, with discussions for three more. The company generated ~INR 600 Cr in operating cash flow and aims for PAT positivity in FY27. Debt repayment remains a key focus for FY27, supported by internal accruals, government receivables, and a land sale in Tamil Nadu. The outlook is cautiously optimistic with a focus on growth and cash flow.