Jai Balaji Industries Ltd
Jai Balaji Industries Q4 FY25: Capex ₹1,000 Cr
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company targets a revenue growth of around 25% to 30% in FY '26. Jai Balaji Industries targets a 25% to 30% increase in revenue for FY '26.
From Jai Balaji Industries Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets a revenue growth of around 25% to 30% in FY '26.
- EBITDA margins are expected to improve to 16% to 17% in FY '26, up from 14% in FY '25.
- DI Pipe production is projected to surpass 4 lakh tons in the current financial year, up from 2.82 lakh tons in FY '25.
- Order book currently holds 145,000 tonnes with an annual target of 4 lakh tonnes for DI Pipes, with monthly production expected to increase as government funds are released.
- Capacity expansion: DI Pipe capacity increasing to 6 lakh tons by end of FY '26, Ferro Alloys capacity to increase to 1.9 lakh tons by Q1 FY '27.
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Profitability & Margins
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Capital Expenditure Plans
- Jai Balaji Industries is completing a ₹1,000 crore capex plan for capacity expansion; ₹822 crore already deployed.
- FY ’26 capex guidance is around ₹175 crore, primarily funded through internal accruals.
- Pending capex balance of approximately ₹170-180 crore likely to occur in FY ’26.
- Expansion includes increasing DI Pipes capacity from 5 lakh tons to 6 lakh tons by FY ’26.
- Ferro Alloys capacity to increase from 1.66 lakh tons to 1.9 lakh tons, expected by Q1 FY ’27.
- OPVC (Oriented Polyvinyl Chloride) pipe segment entry with a small capex (~₹20-25 crore) as a trial product for future growth.
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Top-ranked in Ferrous Metals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Current order book for Ductile Iron Pipes (DIP) stands at approximately 145,000 tonnes.
- The annual production target for DIP is around 400,000 tonnes, and the company is on track to reach this.
- Orders are expected to increase as government funds are released, boosting capacity and output on a month-on-month basis.
- For the first 35-45 days of the current financial year, order booking has been active, though prices have been 5%-6% lower than the previous quarter.
- The company expects order inflow to pick up post-budget with normalization in government spending.
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Jai Balaji Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.4K Cr, net profit ₹26 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Jai Balaji Industries Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Jai Balaji Industries Ltd Q4 FY25 results?
The company targets a revenue growth of around 25% to 30% in FY '26. Jai Balaji Industries targets a 25% to 30% increase in revenue for FY '26.
What is Jai Balaji Industries Ltd share price analysis?
Jai Balaji Industries Ltd currently shows a neutral. The stock trades at a P/E of 43.0 with a market cap of ₹5,680 Cr. Investors should review the full earnings analysis for detailed insights.
Is Jai Balaji Industries Ltd planning capital expenditure?
Jai Balaji Industries is completing a ₹1,000 crore capex plan for capacity expansion; ₹822 crore already deployed.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.