Jay Bee Laminations Ltd
Jay Bee Laminations Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #90 of 100 in Industrial Products
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The short version
Targeting volume growth to approximately 16,000 tonnes of CRGO steel in FY26, consistent with initial targets. The company expects to improve margins from the current low levels as high-priced inventory has been fully consumed in H1 FY26.
From Jay Bee Laminations Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting volume growth to approximately 16,000 tonnes of CRGO steel in FY26, consistent with initial targets.
- Transformer manufacturing revenue expected to reach around INR 5 crores in FY26, with a potential to scale up to INR 40-50 crores in FY27.
- EPC business projected to contribute about INR 40-45 crores in FY26.
- Capacity expansion to 24,000 MTPA expected to be completed by November-December 2025, with a focus on ramping up production and sales in the last quarter.
- Volume ramp-up prioritized first, followed by margin optimization.
2 more points from Jay Bee Laminations Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Jay Bee Laminations is expanding its CRGO steel capacity from 18,000 tons to 24,000 tons, expected to be completed by November-December 2025, with ramp-up in the last quarter of the year (Page 6, 14).
- They are venturing into two new verticals: transformer manufacturing and EPC projects, as part of a strategic move to go up the value chain and form synergies among divisions (Pages 14-17).
- Transformer manufacturing capacity is being installed, with a pipeline of INR 3 crores expected from customers; BIS approval is underway for transformer manufacturing (Pages 6, 23).
2 more points from Jay Bee Laminations Ltd's call on capex
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Top-ranked in Industrial Products
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
See what Jay Bee Laminations Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Jay Bee Laminations Limited has an EPC order book of approximately INR 250-260 crores, carefully limited based on risk, capital, and execution capabilities.
- The company chose to cap initial EPC orders to this level despite opportunities for more, to manage risks and execution quality.
- New orders in sectors such as transformers and EPC are part of their diversification and growth strategy, with transformer manufacturing approvals underway.
2 more points from Jay Bee Laminations Ltd's call on order book
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What Jay Bee Laminations Ltd's management said in earlier quarters
Others in Industrial Products this season
- Lead Reclaim and Rubber Products Ltd (Q2 FY26)
Revenue from Operations for H1 FY26: ₹2,190 lakhs, up 138.04% YoY (from ₹920 lakhs in H1 FY25) (Page 19) . Key investor presentation takeaways from Lead Reclaim
- Shubhshree Biofuels Energy Ltd (Q2 FY26)
Revenue from operations for H1 FY26: ₹9,604.6 Lakhs . Key investor presentation takeaways from Shubhshree Biofuels Energy Ltd's Q2 FY26 investor presentation —
- De Neers Tools Ltd (Q2 FY26)
H1FY26 Net Sales:** ₹670.4 Mn . Key investor presentation takeaways from De Neers Tools's Q2 FY26 investor presentation — and how it ranks against sector peers.
- WOL 3D India Ltd (Q2 FY26)
Revenue from Operations for H1FY26 is Rs 415 Mn, up 82% YoY from Rs 227 Mn in H1FY25 (Page 9, Page 5). Key investor presentation takeaways from WOL 3D India Ltd
Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Jay Bee Laminations Ltd Q2 FY26 results?
Targeting volume growth to approximately 16,000 tonnes of CRGO steel in FY26, consistent with initial targets. The company expects to improve margins from the current low levels as high-priced inventory has been fully consumed in H1 FY26.
What is Jay Bee Laminations Ltd share price analysis?
Jay Bee Laminations Ltd currently shows a neutral. The stock trades at a P/E of 10.7 with a market cap of ₹196 Cr. Investors should review the full earnings analysis for detailed insights.
Is Jay Bee Laminations Ltd planning capital expenditure?
Jay Bee Laminations is expanding its CRGO steel capacity from 18,000 tons to 24,000 tons, expected to be completed by November-December 2025, with ramp-up in the last quarter of the year (Page 6, 14).
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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.