Jindal Drilling & Industries Ltd
Jindal Drilling & Industries Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company expects record revenue and profits in FY '26, with conservative revenue guidance around INR 898 crores, likely to be exceeded. FY '26 is expected to deliver record revenue and profits, with a conservative order book guidance of INR 898 crores, likely to be surpassed.
From Jindal Drilling & Industries Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company expects record revenue and profits in FY '26, with conservative revenue guidance around INR 898 crores, likely to be exceeded.
- New contracts are anticipated at higher day rates than the unusually low INR 35,000 seen recently; rates of INR 44,000 to INR 48,000 are cited for some rigs.
- Revenue for FY '27, '28, and '29 is expected to be in line with FY '25 or FY '26, contingent on securing good rates.
- The order book stands robust at INR 1,791 crores, securing visibility for near-term revenue.
- Jindal Explorer’s refurbishment and redeployment by November 2025 is expected to contribute to revenues post-deployment.
- The company remains the largest offshore drilling contractor for ONGC and expects to benefit significantly from upcoming tenders.
- Growth is subject to fluctuations in oil and gas cycles, but Jindal aims to minimize impacts through strategic contract wins.
Profitability & Margins
See what Jindal Drilling & Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- No concrete plans for capital investment or asset acquisitions in the current year as per Raghav Jindal (Page 10).
- Company is open to acquiring different assets or services but only if feasible and with a contract in place (Page 10).
- No immediate timelines for consolidation or bringing more assets under Jindal Drilling, such as Explorer and Virtue 1, though consolidation remains a consideration (Page 9).
- Cash generated is primarily being used for acquisition payments (Jindal Pioneer) and refurbishment costs of rigs (Pages 14-15).
- The company actively explores diversification into related oil and gas services like directional drilling and mud logging but is focused mainly on offshore rigs currently (Page 9).
- Debt is aggressively being reduced, with no indication of leveraging for new asset purchases without secured contracts (Page 15).
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 of Jindal Drilling & Industries Limited stands at INR 1,791 crores as per the Q4 FY25 earnings presentation (Page 4).
- The order book includes the new contract of Jindal Explorer (Page 4).
- FY'26 order book detailed with an expected revenue of around INR 900 crores (Page 9).
- New contracts, including for Jindal Explorer, are expected to be awarded towards late 2025 or early 2026 after tender processes (Page 12).
- Contract durations are based on the number of wells instead of fixed timelines, causing some variability in contract expiry (e.g., Jindal Pioneer expected around Sept 2025 but can vary) (Page 17).
- Some rigs like Jindal Explorer currently under refurbishment and expected redeployment on new contract by November 2025 or earlier (Page 18).
- The company expects new contract rates to be higher than current low rates seen in some tenders (Page 12).
Jindal Drilling & Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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 Q4 FY25 results?
The company expects record revenue and profits in FY '26, with conservative revenue guidance around INR 898 crores, likely to be exceeded. FY '26 is expected to deliver record revenue and profits, with a conservative order book guidance of INR 898 crores, likely to be surpassed.
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?
No concrete plans for capital investment or asset acquisitions in the current year as per Raghav Jindal (Page 10).
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.