Jindal Drilling & Industries Ltd
Jindal Drilling & Industries Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Revenue growth is expected to be steady, with Q4 FY '25 revenue projected higher than the INR 239 crores achieved in Q3, due to full utilization of Jindal Supreme rig for the quarter. Q3 FY25 earnings improved materially due to deployment of Jindal Supreme rig and expected further improvement from acquisition of Jindal Pioneer.
From Jindal Drilling & Industries Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue growth is expected to be steady, with Q4 FY '25 revenue projected higher than the INR 239 crores achieved in Q3, due to full utilization of Jindal Supreme rig for the quarter.
- The EBITDA run rate achieved in December quarter (~INR 65 crores PAT) is expected to hold for the next 4-5 quarters, providing a strong earnings base.
- Acquisition of Jindal Pioneer rig (expected within current quarter) will add incremental earnings, estimated to increase quarterly PAT by INR 8-10 crores (50% share).
- Long-term contracts with ONGC support stable revenue visibility till at least 2027-28.
- Market leadership and consolidation of rigs into Jindal Drilling will potentially improve EBITDA margins further from current 30-35%.
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Profitability & Margins
See what Jindal Drilling & Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The only capex currently planned is the acquisition of the rig "Jindal Pioneer," expected to be completed within the current quarter (Q4 FY25).
- No other expansion or capex plans are on the cards until the Jindal Pioneer transaction is concluded and a reassessment is done.
- The company is focused on consolidating existing rigs by acquiring rented rigs, notably Jindal Pioneer, to bring assets under full control.
- There is no mention of investing in new rigs beyond acquisitions, mainly due to high capital outlay and long gestation periods for new builds.
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Top-ranked in Oil
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 Jindal Drilling & Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The order book as of Q4 FY '25 is guided at INR 220 crores (Page 11).
- The order book is indicative and reduced by 5% for conservatism; actual revenue may differ (Page 11).
- In Q3 FY '25, revenue was INR 239 crores with only 75 days of Jindal Supreme operation; Q4 FY '25 revenue expected to be higher due to longer operation days (Page 11).
- The company has firm contracts continuing till 2027-2028 as per existing order book (Page 12).
- Jindal Drilling is awaiting the outcome of a tender for Jindal Explorer contract that may impact future order inflows (Page 12).
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Jindal Drilling & Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹263 Cr, net profit ₹45 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Jindal Drilling & Industries Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Jindal Drilling & Industries Ltd Q3 FY25 results?
Revenue growth is expected to be steady, with Q4 FY '25 revenue projected higher than the INR 239 crores achieved in Q3, due to full utilization of Jindal Supreme rig for the quarter. Q3 FY25 earnings improved materially due to deployment of Jindal Supreme rig and expected further improvement from acquisition of Jindal Pioneer.
What is Jindal Drilling & Industries Ltd share price analysis?
Jindal Drilling & Industries Ltd currently shows a neutral. The stock trades at a P/E of 8.8 with a market cap of ₹1,704 Cr. Investors should review the full earnings analysis for detailed insights.
Is Jindal Drilling & Industries Ltd planning capital expenditure?
The only capex currently planned is the acquisition of the rig "Jindal Pioneer," expected to be completed within the current quarter (Q4 FY25).
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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.