Jyoti CNC Automation Limited — Investor Meet, 04-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Jyoti CNC Automation reported robust standalone results for Q4 and FY26. Standalone Q4 revenue rose 13% to INR 599 Cr, with EBITDA at INR 191 Cr (31.9% margin) and PAT at INR 135 Cr (22.6% margin). Full year standalone revenue grew 20% to INR 1,949 Cr, delivering INR 564 Cr EBITDA (28.9% margin) and INR 391 Cr PAT (20.1% margin).

Consolidated financials saw a INR 67 Cr revenue deferment at Huron due to an export license investigation; this is a temporary delay, not a loss. Excluding this, consolidated revenue growth would have been 16% YoY for Q4. Consolidated Q4 EBITDA stood at INR 147 Cr (24.6% margin) and PAT at INR 91 Cr.

Operating at over 100% capacity, the company is expanding annual capacity from 6,000 to 16,000 machines, with commercial operations starting Q2 FY27 (September). This will drive future growth. Order intake for Q4 exceeded INR 700 Cr, contributing to a strong FY26 total of INR 2,364 Cr. The outstanding order book is a healthy INR 4,732 Cr, executable over 18-20 months. Management projects sustained 25%+ EBITDA margins and robust cash flows post-expansion, optimistic about demand across sectors.