Arthneeti
Latest: John Cockerill India Ltd Q1 FY27 (Apr–Jun 2026) results →This page is Q2 FY26 (Jul–Sep 2025).All Q2 FY26 results →
JC

John Cockerill India Ltd

Q2 FY26Industrial Manufacturing

John Cockerill India Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹8,214
Market cap₹4.4K Cr
Updated23 Aug 2026
Read4 min read

The short version

Strong order pipeline with market potential of INR 40,000 crores and refurbishment projects of INR 9,000-10,000 crores indicating sustained demand. JCIL has shown a steady recovery with improved order intake and backlog, indicating positive earnings growth.

From John Cockerill India Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Strong order pipeline with market potential of INR 40,000 crores and refurbishment projects of INR 9,000-10,000 crores indicating sustained demand.
  • Revenue expected to increase through conversion of large project pipeline into contracts, supported by a high conversion rate superior to competitors.
  • Ambitious growth target of INR 8,000 crores revenue by 2030 through new technologies and external acquisitions.
  • New technologies (JVD and Volteron) expected to contribute significant revenues and margins; JVD commercialization anticipated by Q1 2026, Volteron within 12-24 months.
  • Expansion in high-margin service, revamp, and spares segments expected to boost overall growth.

2 more points from John Cockerill India Ltd's call on revenue

Create a free account to keep reading this call

Profitability & Margins

See what John Cockerill India Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • JCIL has ongoing and planned capex for a roll-coating facility at Taloja, inaugurated early next year, with a production capacity of 300 rolls per year and expected revenue of at least INR 3 million annually. The investment is around INR 2 million.
  • The biggest capex will be within India.
  • Fundraising plans are being considered for future acquisitions and commercialization of new technologies.
  • New technologies JVD and Volteron are approaching commercialization, with JVD expected to be commercialized by Q1 next year; Volteron may take 12-24 months for commercial contracts.

2 more points from John Cockerill India Ltd's call on capex

Create a free account to keep reading this call

Top-ranked in Industrial Manufacturing

Ranked on what management guided this quarter

Guidance-ranked
1ICE Make Refrig.
Rev 1Mar 2
2Taurian MPS
Rev 1Mar 2
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what John Cockerill India Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • Current order backlog has nearly doubled to over INR 11,000 million as of Q3 2025.
  • Third quarter order intake reached about INR 5.86 billion, nearly 10 times the intake in Q1 2025.
  • Significant recent orders include:
  • GSW-GFE: INR 2,700 million
  • Tata Steel: INR 800 million
  • Godawari Power & Ispat: INR 500 million
  • Jindal India: INR 400 million
  • JSW Steel: INR 1,750 million
  • The order pipeline for the next 2-3 years stands at approximately INR 40,000 crores.

2 more points from John Cockerill India Ltd's call on order book

Create a free account to keep reading this call

John Cockerill India Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹200 Cr, net profit ₹7 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

Continue your research

What John Cockerill's management said in earlier quarters

Others in Industrial Manufacturing this season

  • Aaron Industries (Q2 FY26)

    Recent CAPEX of ₹35 crore has been undertaken for the new Unit 3 Kosamba plant, enhancing production capacity. Key concall takeaways from Aaron Industries…

  • Energy-Mission (Q2 FY26)

    Q2 FY26 (Half Year 2-FY25) Standalone revenue: ₹7,799.10 Lacs; +12.90% YoY . Key investor presentation takeaways from Energy-Mission's Q2 FY26 investor presenta

  • Atam Valves (Q2 FY26)

    Q2FY26 Revenue from Operations:** ₹11.40 Crores . Key investor presentation takeaways from Atam Valves's Q2 FY26 investor presentation — and how it ranks agains

  • Prizor Viztech (Q2 FY26)

    H1 FY25: 35.4% (from Rs. Key investor presentation takeaways from Prizor Viztech Ltd's Q2 FY26 investor presentation — and how it ranks against sector peers.

Compare:vs Mazagon Dockvs Indo-MIM Ltdvs Aditya Infotech

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Arthneeti Pro · Annual

John Cockerill India Ltd and 15K+ more earnings calls,
for less than your morning chai

a day

Every earnings call, ranking and concall Q&A across all four results seasons.

Secure Razorpay payment · instant access

Frequently Asked Questions

What were John Cockerill India Ltd Q2 FY26 results?

Strong order pipeline with market potential of INR 40,000 crores and refurbishment projects of INR 9,000-10,000 crores indicating sustained demand. JCIL has shown a steady recovery with improved order intake and backlog, indicating positive earnings growth.

What is John Cockerill India Ltd share price analysis?

John Cockerill India Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹4,393 Cr. Investors should review the full earnings analysis for detailed insights.

Is John Cockerill India Ltd planning capital expenditure?

JCIL has ongoing and planned capex for a roll-coating facility at Taloja, inaugurated early next year, with a production capacity of 300 rolls per year and expected revenue of at least INR 3 million annually.

Keep John Cockerill India Ltd on your radar — track it to get its next earnings analysis in your feed.

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.