Jash Engineering Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Jash Engineering reported FY26 consolidated income up 1% to INR757 Cr, with PAT declining 1%, primarily due to US tariff uncertainty and Middle East conflict impacting exports. Domestic business grew 18%. For FY27, management projects INR875 Cr revenue and 12-13% PAT margins, cautiously factoring rising raw material costs. The current order book stands strong at INR899 Cr. Strategic acquisitions (Penstocks UK, Jash Process Equipment) and planned capacity expansions in US (Houston) and Saudi Arabia by Dec 2027 aim to drive growth. Despite geopolitical uncertainties, management is optimistic about long-term goals and meeting FY27 guidance.