Jay Bee Laminations Ltd
Jay Bee Laminations Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #90 of 100 in Industrial Products
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Jay Bee Laminations Ltd Q4 FY26 key numbers
- Revenue
- EPC Segment: Aiming for about INR100 crores revenue in FY27 from existing orders, with new tenders under bidding.
As stated in Jay Bee Laminations Ltd's Q4 FY26 earnings call transcript · published 15 Jun 2026. Reported figures, not investment advice.
The short version
CRGO Business: Targeting volume growth to 16,000-18,000 metric tonnes in FY27, focusing on margin protection rather than aggressive volume increase. Jay Bee aims to reach INR 1,000 crore revenue as early as possible, with a mix of manufacturing and EPC services driving growth.
From Jay Bee Laminations Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- CRGO Business: Targeting volume growth to 16,000-18,000 metric tonnes in FY27, focusing on margin protection rather than aggressive volume increase. Expect 5%-7% price increase excluding rupee depreciation; overall prices could rise 10%-15% factoring in currency effects.
- EPC Segment: Aiming for about INR100 crores revenue in FY27 from existing orders, with new tenders under bidding. The EPC business could scale further with capacity for INR500 crores order handling but will be selective due to working capital intensity. Margins expected at 8%-10%.
- Transformers: Target sales of INR20-30 crores in FY27, focusing on export and domestic markets with gradual traction expected.
- Long-term Vision: Evolve into an integrated player in power T&D with sustained organic growth targeting INR1,000 crore scale early on and further capacity expansion based on demand visibility in 2-3 years.
Profitability & Margins
See what Jay Bee Laminations Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- No major CapEx plans for FY27; capacities for manufacturing were installed in the last two years.
- Aim to improve capacity utilization of existing units (Unit 2 and Unit 3).
- Potential for future full-blown CapEx to further enhance capacities if demand solidifies over the next 2-3 years.
- Capital investment will be calibrated, considering working capital-intensive nature of EPC business.
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
- Current EPC order book is around INR 180 crores, slightly increased from initial INR 267 crores due to BOQ changes and price variations.
- Expected revenue from existing EPC orders: INR 100 crores in FY27 and INR 35-40 crores in FY28.
- Mostly spot orders for 1-2 months.
- Company planning business development to secure new EPC orders in FY27 and beyond.
- Execution bandwidth can handle additional orders up to INR 500 crores, subject to margin and risk assessment.
2 more points from Jay Bee Laminations Ltd's call on order book
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What the Q4 FY26 call signalled
2 of 4 strong
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What Jay Bee Laminations Ltd's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
- Strong growth1
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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 Q4 FY26 results?
CRGO Business: Targeting volume growth to 16,000-18,000 metric tonnes in FY27, focusing on margin protection rather than aggressive volume increase. Jay Bee aims to reach INR 1,000 crore revenue as early as possible, with a mix of manufacturing and EPC services driving growth.
What is Jay Bee Laminations Ltd share price analysis?
Jay Bee Laminations Ltd currently shows a below-average growth signal. 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?
No major CapEx plans for FY27; capacities for manufacturing were installed in the last two years.
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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.