JTL Defence Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 investor presentation: what the company reported on revenue, margins and capex.
- Revenue
- ₹15Cr
- +10060% YoY
- Net profit
- ₹2Cr
- Q4 FY25: −₹2 Cr
- Margin
- 24.21%
- +484.2 pp YoY
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Based on JTL Defence Ltd's Q4 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentation reports, not management guidance.
The short version
Q4 FY26 Revenue from Operations: Rs. 152 Mn. Q4 FY26 EBITDA: Rs. 37 Mn (improvement from Rs. -7 Mn in Q4 FY25; YoY turnaround).
From JTL Defence Ltd's Q4 FY26 earnings-call transcript · updated 25 Sept 2026.
Revenue & Sales Performance
- Q4 FY26 Revenue from Operations: Rs. 152 Mn
- Q4 FY25 Revenue from Operations: Rs. 2 Mn
- Q4 FY26 Sales Volume: 164 MT
- Q4 FY26 Production Volume: 206 MT
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Profitability & Margins
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Capital Expenditure Plans
- The company is undertaking planned capital expenditure with support from its promoter group, JTL Industries, to enhance operational capabilities and support future growth (Page 7).
- The presentation mentions an expectation of meaningful improvement in capacity utilization by the end of FY27, indicating expansion efforts (Page 7).
- Production commenced in January 2026, focusing initially on job work income; full operational volumes and per-ton economics are not comparable yet (Page 13).
- The strategic direction emphasizes scaling operations and restoring revenue levels over the next 2–3 years, implying ongoing and planned capacity expansion efforts (Page 7).
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
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Order Book & Pipeline
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JTL Defence Ltd — Quarterly revenue & net profit
JTL Defence Ltd Q4 FY26 results — key figures
| ₹ Cr | Q4 FY26 | Q4 FY25 | YoY | Q3 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 15 | 0 | +10060% | 0 | +3142.6% |
| Operating profit (EBITDA) | 4 | -1 | — | 1 | +207.5% |
| Operating margin | 24.21% | -460% | +484.2 pp | 255.32% | -231.1 pp |
| Profit before tax | 1 | -2 | — | 0 | — |
| Net profit (PAT) | 2 | -2 | — | -0 | — |
| EPS (₹) | 1.62 | -1.31 | — | -0.03 | — |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹21 Cr, net loss ₹3 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What JTL Defence's management said in earlier quarters
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- Shera Energy (Q4 FY26)
Total Income (Revenue) for FY26 is ₹1,646.73 Cr, up from ₹1,279.05 Cr in FY25, indicating a year-on-year growth of around 29%. Key investor presentation takeawa
- Sarthak Metals (Q4 FY26)
Q4 FY26 Revenue from Operations: ₹61.99 crore (Page 6) . Key investor presentation takeaways from Sarthak Metals Ltd's Q4 FY26 investor presentation — and how i
- De Neers Tools (Q4 FY26)
Quarterly Revenue (H2FY26):** ₹1,056.8 Mn, up 40.5% YoY (Page 14) . Key investor presentation takeaways from De Neers Tools's Q4 FY26 investor presentation — an
Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
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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 JTL Defence Ltd Q4 FY26 results?
Q4 FY26 Revenue from Operations: Rs. 152 Mn. Q4 FY26 EBITDA: Rs. 37 Mn (improvement from Rs. -7 Mn in Q4 FY25; YoY turnaround).
What is JTL Defence Ltd share price analysis?
JTL Defence Ltd currently shows a neutral. The stock trades at a P/E of 1546.0 with a market cap of ₹866 Cr. Investors should review the full earnings analysis for detailed insights.
Is JTL Defence Ltd planning capital expenditure?
The company is undertaking planned capital expenditure with support from its promoter group, JTL Industries, to enhance operational capabilities and support future growth (Page 7).
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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.