Jay Bee Laminations Q4 FY26 Share Price & Earnings Call Analysis
- Market cap
- ₹186 Cr
- P/E
- 10.21
- ROE
- 11.65%
- PEG
- 1.02
- Price to sales
- 0.34
- Debt to equity
- 0.19
- 52W high / low
- ₹195 / ₹71.8
- Sales growth (5Y)
- 48.87%
- EBITDA margin
- 6.22%
- Net profit margin
- 3.33%
- Promoter holding
- 70.61%
- Sales (last year)
- ₹548 Cr
Incorporated in 1988, Jay Bee Laminations Ltd manufactures CRGO silicons They recently discontinued CRNGO silicon steel cores recently in H1FY25.[1]
Guidance scorecard · Q4 FY26 call
What Jay Bee Laminations Ltd's management guided
and where it ranks in Industrial Products
Industrial Products
RevenueQ4 FY26 call
10–20%- CRGO Business: Targeting volume growth to 16,000-18,000 metric tonnes in FY27, focusing on margin protection rather than aggressive volume increase. Expect 5%-7% price increase excluding rupee depreciation; overall prices could rise 10%-15% factoring in…
- EPC Segment: Aiming for about INR100 crores revenue in FY27 from existing orders, with new tenders under bidding. The EPC business could scale further with capacity for INR500 crores order handling but will be selective due to working capital intensity.…
- Transformers: Target sales of INR20-30 crores in FY27, focusing on export and domestic markets with gradual traction expected.
- Long-term Vision: Evolve into an integrated player in power T&D with sustained organic growth targeting INR1,000 crore scale early on and further capacity expansion based on demand visibility in 2-3 years.
MarginsQ4 FY26 call
Up 0–2%See what Jay Bee Laminations Ltd said on margins — free account, 30 seconds.
CapexQ4 FY26 call
None planned- No major CapEx plans for FY27; capacities for manufacturing were installed in the last two years.
- Aim to improve capacity utilization of existing units (Unit 2 and Unit 3).
- Potential for future full-blown CapEx to further enhance capacities if demand solidifies over the next 2-3 years.
- Capital investment will be calibrated, considering working capital-intensive nature of EPC business.
2 more points from Jay Bee Laminations Ltd's call on capex
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FundraisingQ4 FY26 call
PlannedSee what Jay Bee Laminations Ltd said on fundraising — free account, 30 seconds.
Order bookQ4 FY26 call
- Current EPC order book is around INR 180 crores, slightly increased from initial INR 267 crores due to BOQ changes and price variations.
- Expected revenue from existing EPC orders: INR 100 crores in FY27 and INR 35-40 crores in FY28.
- Mostly spot orders for 1-2 months.
- Company planning business development to secure new EPC orders in FY27 and beyond.
- Execution bandwidth can handle additional orders up to INR 500 crores, subject to margin and risk assessment.
2 more points from Jay Bee Laminations Ltd's call on the order book
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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
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Industrial Products companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 2%+ | ₹532 Cr | 21.2 | |
| 2 | 40%+ | Up 2%+ | ₹450 Cr | 13.2 | |
| 3 | 40%+ | Up 2%+ | ₹371 Cr | 26.1 | |
| 4 | 40%+ | Up 0–2% | ₹1,340 Cr | 32.9 | |
| 5 | 40%+ | Up 0–2% | ₹1,196 Cr | 14.1 | |
| 6 | 40%+ | Flat | ₹966 Cr | 25.0 |
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Pro shows every company guiding 40%+ revenue growth →Full Industrial Products rankingFinancials of Jay Bee Laminations Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Jay Bee Laminations Ltd
Quarterly Results
Quarter-by-quarter operating performance
Financials of Jay Bee Laminations Ltd
Profit & Loss
Annual income statement trend
| Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| Sales + | 187 | 132 | 75 | 141 | 246 | 303 | 367 | 548 |
| Expenses + | 180 | 127 | 73 | 129 | 223 | 271 | 324 | 514 |
| Operating Profit | 8 | 5 | 2 | 12 | 23 | 32 | 43 | 34 |
| OPM % | 4% | 4% | 3% | 9% | 10% | 10% | 12% | 6% |
| Other Income + | 1 | 1 | 0 | 0 | 1 | 1 | 1 | 2 |
| Interest | 6 | 4 | 3 | 4 | 5 | 6 | 7 | 8 |
| Depreciation | 2 | 1 | 1 | 1 | 1 | 1 | 2 | 5 |
| Profit before tax | 1 | 0 | -1 | 7 | 18 | 25 | 34 | 22 |
| Tax % | 30% | 33% | 2% | 20% | 25% | 22% | 26% | 19% |
| Net Profit + | 1 | 0 | -1 | 6 | 14 | 19 | 25 | 18 |
| EPS in Rs | 34.00 | 2.00 | -42.67 | 198.33 | 453.33 | 10.76 | 11.25 | 8.09 |
| Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Financials of Jay Bee Laminations Ltd
Balance Sheet
Capital structure and asset base
| Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| Equity Capital | 3 | 3 | 3 | 3 | 3 | 18 | 23 | 23 |
| Reserves | 23 | 23 | 22 | 27 | 40 | 45 | 125 | 143 |
| Borrowings + | 27 | 21 | 27 | 27 | 31 | 24 | 24 | 32 |
| Other Liabilities + | 31 | 25 | 4 | 38 | 34 | 50 | 57 | 140 |
| Total Liabilities | 84 | 73 | 56 | 95 | 109 | 137 | 229 | 338 |
| Fixed Assets + | 7 | 10 | 10 | 5 | 6 | 5 | 24 | 29 |
| CWIP | 0 | 0 | 0 | 0 | 0 | 3 | 1 | 0 |
| Investments | 0 | 0 | 0 | 4 | 4 | 4 | 7 | 7 |
| Other Assets + | 77 | 62 | 46 | 86 | 100 | 125 | 196 | 301 |
| Total Assets | 84 | 73 | 56 | 95 | 109 | 137 | 229 | 338 |
Financials of Jay Bee Laminations Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| Cash from Operating Activity + | 11 | -1 | 8 | 5 | 15 | -35 | 30 | |
| Cash from Investing Activity + | -5 | -3 | -0 | -1 | -5 | -18 | -30 | |
| Cash from Financing Activity + | -9 | 4 | -4 | -1 | -13 | 52 | 0 | |
| Net Cash Flow | -2 | -0 | 3 | 4 | -3 | 0 | 0 | |
| Free Cash Flow | 7 | -2 | 8 | 4 | 10 | -53 | 21 | |
| CFO/OP | 237% | -50% | 78% | 41% | 63% | -59% | 101% |
Financials of Jay Bee Laminations Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| Debtor Days | 86 | 92 | 115 | 71 | 77 | 65 | 78 | 127 |
| Inventory Days | 47 | 65 | 99 | 157 | 61 | 64 | 93 | 36 |
| Days Payable | 62 | 75 | 12 | 114 | 52 | 58 | 55 | 95 |
| Cash Conversion Cycle | 70 | 82 | 201 | 114 | 85 | 72 | 116 | 68 |
| Working Capital Days | 44 | 53 | 109 | 55 | 48 | 57 | 115 | 66 |
| ROCE % | 9% | 3% | 22% | 35% | 38% | 32% | 16% |
Guidance history
How Jay Bee Laminations Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q4 FY26 call → | 10–20% | Up 0–2% | None planned | Planned | — |
| Q2 FY26 call → | 10–20% | Up 0–2% | Planned | — | Rising |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Continue your research
What Jay Bee Laminations Ltd's management said in earlier quarters
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