JNK
JNK Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
3 of 4 strong
The short version
JNK India expects a revenue growth of around 25% to 30% annually for the next two years, considered practical and achievable given the current order book and bid pipeline. JNK India anticipates a revenue growth of around 25% to 30% year-on-year over the next two years (FY27 and FY28), supported by a strong order book and bid pipeline.
From JNK's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- JNK India expects a revenue growth of around 25% to 30% annually for the next two years, considered practical and achievable given the current order book and bid pipeline.
- The company targets order inflows of Rs. 1,300 to 1,500 crores yearly, supporting this growth trajectory.
- Export opportunities, especially in Africa, Middle East, and Russia, amounting to about Rs. 4,000 crores in bid pipeline, are expected to contribute alongside domestic projects.
- Execution capability is being steadily increased to handle Rs. 2,000 to 2,500 crores in annual order execution.
- New orders may start contributing revenue typically from Q3 onwards, so growth could accelerate if substantial new orders are secured early in the fiscal year.
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Profitability & Margins
See what JNK said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- JNK India plans a smaller domestic fabrication facility focused on critical work and component storage, complementing its primarily export-oriented existing facility.
- Estimated capex for this facility and related smaller investments is around Rs. 10 to 15 crores.
- No major or large-scale capex plans currently; the focus is on smaller, targeted investments to support growth.
- Investment is aligned with execution capabilities and order inflows, balancing working capital and operational scalability.
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Top-ranked in Industrial Manufacturing
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 JNK said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book stands at approximately Rs. 1,900 crores (Page 16).
- Of Rs. 1,961 crores order book, about Rs. 67 crores is JV orders, Rs. 1,890 crores is JNK India orders; legacy orders are about Rs. 40 crores (Page 16).
- Execution timeline for current order book is approximately two years (Page 16).
- Bid pipeline for new orders is around Rs. 4,000 crores, comprising Rs. 1,500 crores for JNK India and Rs. 2,500-3,000 crores along with JNK Global (Page 17).
- Expected order inflow conversion rate is roughly 25-30%, targeting Rs. 1,300 to Rs. 1,500 crores order inflow this year (Page 8).
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JNK — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹300 Cr, net profit ₹32 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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Frequently Asked Questions
What were JNK Q4 FY26 results?
JNK India expects a revenue growth of around 25% to 30% annually for the next two years, considered practical and achievable given the current order book and bid pipeline. JNK India anticipates a revenue growth of around 25% to 30% year-on-year over the next two years (FY27 and FY28), supported by a strong order book and bid pipeline.
What is JNK share price analysis?
JNK currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 33.9 with a market cap of ₹2,553 Cr. Investors should review the full earnings analysis for detailed insights.
Is JNK planning capital expenditure?
JNK India plans a smaller domestic fabrication facility focused on critical work and component storage, complementing its primarily export-oriented existing facility. - Estimated capex for this facility and related smaller investments is around Rs.
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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.