Jay Bee Laminations Limited — Investor Meet, 23-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Jay Bee Laminations saw FY26 revenue reach 549 Cr (+50% YoY), with H2 at 329 Cr. EBITDA was 34 Cr (down from 43 Cr), impacted by H1 CRGO volatility but recovering to 23.9 Cr in H2. PAT stood at 18.2 Cr. CRGO raw material prices dropped significantly. Cash flow from operations improved to 30.1 Cr. The company is expanding into EPC (141.5 Cr revenue, 118 Cr receivables) and Transformers (6 Cr sales). FY27 targets include 100 Cr from existing EPC orders and 20-30 Cr from transformers. Management believes CRGO prices have bottomed, aiming for 16,000-18,000 tonnes volume, focusing on margin protection. No major FY27 CapEx. Vision: integrated power T&D, targeting 1,000 Cr revenue.