Jyoti CNC Auto.
Jyoti CNC Auto. Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Jyoti CNC plans to maintain a growth trajectory of 30%-35% CAGR over the next 3-5 years, leveraging capacity expansion and product mix improvements. Jyoti CNC Automation Ltd targets a consolidated revenue growth of 30%-35% CAGR for the next 3-5 years, supported by capacity expansion and strong order backlog.
From Jyoti CNC Auto.'s Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Jyoti CNC plans to maintain a growth trajectory of 30%-35% CAGR over the next 3-5 years, leveraging capacity expansion and product mix improvements.
- For FY26, growth momentum will continue, with a traditional 40-60 split between H1 and stronger executions in H2.
- Current FY26 growth slowed to ~15% (H1), partly due to capacity constraints, but expected to accelerate post capacity expansion.
- Capacity expansion from 6,000 to 16,000 machines by Sept 2026 will enable stronger volume growth and higher deliveries.
- Target for delivering close to 10,000 machines next year, though realistically around 8,500-9,000 machines might be achieved.
- Post-expansion, the company expects accelerated order delivery and additional order inflow beyond the current Rs. 4,500 crore backlog.
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Profitability & Margins
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Capital Expenditure Plans
- Total planned CapEx for the year is Rs. 450 crores.
- Approximately 75% to 80% of this CapEx will be spent within the current year.
- The remaining CapEx will be completed by the first quarter of the next year.
- Expansion plans include scaling production capacity from 6,000 machines per annum to 16,000 machines per annum by September 2026.
- New facilities and assembly buildings are being prepared with installations starting early next year.
- The company is also setting up its own training institute to develop and upskill talent in-house.
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Fundraising & Capital Structure
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Order Book & Pipeline
- Current order book stands healthy and well-diversified at Rs. 4,546 crores.
- Industry-wise breakup: 40% aerospace and defense, 20% general engineering, 17% auto and auto components, 15% EMS, 4% die and mould, balance from other sectors.
- Order backlog roughly equates to 11,000-12,000 machines to deliver.
- Expected delivery timeline for the backlog is 18 to 24 months.
- The company has committed to deliver close to 10,000 machines next year.
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Jyoti CNC Auto. — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹576 Cr, net profit ₹89 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Jyoti CNC Automation Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Jyoti CNC Auto. Q2 FY26 results?
Jyoti CNC plans to maintain a growth trajectory of 30%-35% CAGR over the next 3-5 years, leveraging capacity expansion and product mix improvements. Jyoti CNC Automation Ltd targets a consolidated revenue growth of 30%-35% CAGR for the next 3-5 years, supported by capacity expansion and strong order backlog.
What is Jyoti CNC Auto. share price analysis?
Jyoti CNC Auto. currently shows a neutral. The stock trades at a P/E of 70.5 with a market cap of ₹22,679 Cr. Investors should review the full earnings analysis for detailed insights.
Is Jyoti CNC Auto. planning capital expenditure?
Total planned CapEx for the year is 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.