Jay Bee Laminations Limited — PPTs, 18-05-2026: Investor Presentation

Jay Bee Laminations' H2FY26 saw strong performance, with Net Sales jumping 50.5% HoH to Rs 329.25 Cr. Profit (PAT) significantly recovered to Rs 14.58 Cr, boosted by the new EPC segment, which contributed 43% to H2 revenue. For the full year FY26, Net Sales rose 49% YoY to Rs 547.97 Cr, but PAT dipped to Rs 18.26 Cr mainly due to CRGO margin pressure in H1.

The company is strategically expanding into transformer manufacturing and EPC turnkey projects, complementing its core CRGO business. Key achievements include PGCIL (765 kV class) and NTPC vendor approvals, NABL accreditation, and expanding CRGO capacity to ~24,000 MTPA. The EPC division secured Rs 267.5 Cr in orders, generating Rs 141.5 Cr revenue in FY26.

Management is focused on building an integrated Power T&D platform, leveraging synergies across its divisions. Future plans include margin improvement and volume growth in CRGO, disciplined EPC project execution, and boosting transformer sales in niche markets and exports.