Arthneeti

Jain Irrigation Systems Ltd-DVR Q1 FY27 Share Price & Earnings Call Analysis

₹19.18+15.13% today
Market cap
₹37 Cr
Debt to equity
0.00
52W high / low
₹32.1 / ₹16.1
Promoter holding
30.37%

Guidance scorecard · Q1 FY27 call

What Jain Irrigation Systems Ltd-DVR's management guided

Revenue10–20%MarginsFlatCapexPlannedFundraisingPlannedOrder bookWhat management said

RevenueQ1 FY27 call

10–20%
  • The company is confident of double-digit revenue growth for the full year (FY27), despite first-quarter volatility.
  • Expected strong numbers in the second half of the year as pent-up demand from delayed monsoon and high polymer prices ease.
  • Micro-irrigation (Hi-Tech) and other retail segments expected to grow more than 20% over the full year, recovering from a muted first quarter.
  • Overseas business, especially in plastics, showed around 40% revenue growth recently, contributing positively.
  • Solar pump business is seasonal and expected to see significant growth from September onwards.
  • Food business, including new beverage segment, is expanding and expected to contribute to revenue growth.

2 more points from Jain Irrigation Systems Ltd-DVR's call on revenue

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Flat

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Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • The company is focused on pivoting its business model towards a retail model and driving growth through internal accruals and cash flow positive businesses.
  • There is mention of new business initiatives such as the beverage business in the food processing segment, aimed at taking the food business to the next level.
  • Value-based monetization to create growth is expected to happen from next year, indicating strategic capital allocation towards growth opportunities.
  • The company plans to maintain double-digit revenue growth with margin stability, implying ongoing manageable investment in core businesses.

2 more points from Jain Irrigation Systems Ltd-DVR's call on capex

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Full Q1 FY27 analysis

FundraisingQ1 FY27 call

Planned

See what Jain Irrigation Systems Ltd-DVR said on fundraising — free account, 30 seconds.

Full Q1 FY27 analysis

Order bookQ1 FY27 call

  • Most irrigation EPC projects are near completion, with approximately 98-99% done.
  • Only one large active project in Pune remains, with billing left around Rs. 40-50 crores.
  • Total billing left for other projects is minimal.
  • About 10-12 out of 70-72 projects have an O&M (Operations & Maintenance) component over the next 2-3 years, where costs are billed concurrently.
  • Legacy receivables from government-related projects remain significant, approximately Rs. 1100 crores are over 180 days due.
  • Target to collect Rs. 422 crores from old receivables in FY27, with Rs. 60 crores already received in Q1.

2 more points from Jain Irrigation Systems Ltd-DVR's call on the order book

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Full Q1 FY27 analysis

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

This quarter's potential multibaggers
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Jain Irrigation Systems Ltd-DVR rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Financials of Jain Irrigation Systems Ltd-DVR

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Jain Irrigation Systems Ltd-DVR

Quarterly Results

Quarter-by-quarter operating performance

Jun 2012Sep 2012Dec 2012Mar 2013Jun 2013Sep 2013Jun 2014Mar 2015Jun 2015
Sales +8646157711,2669898061,0141,5491,092
Expenses +6844956011,0669287698581,316917
Operating Profit1811201702006138156233175
OPM %21%19%22%16%6%5%15%15%16%
Other Income +-7330-884157811-2
Interest103102103104989799102104
Depreciation272731343434464444
Profit before tax-2320-52103-65-87199725
Tax %-27%-77%-40%59%-29%-25%13%15%19%
Net Profit +-1736-3142-47-65168320
EPS in Rs-8.7518.79-16.1521.72-24.11-33.708.3542.7910.58

Financials of Jain Irrigation Systems Ltd-DVR

Profit & Loss

Annual income statement trend

Sales +
Expenses +
Operating Profit
OPM %
Other Income +
Interest
Depreciation
Profit before tax
Tax %
Net Profit +
EPS in Rs
Dividend Payout %

Financials of Jain Irrigation Systems Ltd-DVR

Balance Sheet

Capital structure and asset base

Equity Capital
Reserves
Borrowings +
Other Liabilities +
Total Liabilities
Fixed Assets +
CWIP
Investments
Other Assets +
Total Assets

Financials of Jain Irrigation Systems Ltd-DVR

Cash Flows

Operating, investing and financing cash movement

Cash from Operating Activity +
Cash from Investing Activity +
Cash from Financing Activity +
Net Cash Flow
Free Cash Flow
CFO/OP

Financials of Jain Irrigation Systems Ltd-DVR

Ratios

Working capital efficiency and return ratios

Debtor Days
Inventory Days
Days Payable
Cash Conversion Cycle
Working Capital Days
ROCE %

Guidance history

How Jain Irrigation Systems Ltd-DVR's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →10–20%FlatPlannedPlanned—
Q4 FY26 call →10–20%FlatPlanned——
Q3 FY26 call →10–20%Up 0–2%PlannedPlanned—
Q2 FY26 call →10–20%Up 0–2%PlannedPlannedRising

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

Continue your research

What Jain Irrigation Systems Ltd-DVR's management said in earlier quarters