StockWatch
·
Filing
Q4

JNK India Ltd

JNKINDIAFY2620 May 2026
Revenue+67.0%
Net Profit+83.3%
OPM13.64%

P&L

Quarterly Consolidated

Revenue
+67.0%338.44
Expenditure
+65.0%301.93
Net Profit
+83.3%33.04
NPM 9.59%+9.7%EPS ₹5.84+79.7%

vs Q3 FY26

JNK India FY26 Revenue Up 68% YoY to ₹838 Cr

20 May 2026 · 20 May, 8:02 pm

Summary

JNK India Limited announced robust financial results for Q4 and the full fiscal year 2026, driven by strong operational momentum and engineering excellence. The company reported a consolidated total revenue of ₹838.0 crore for FY26, a substantial 68.0% increase year-on-year, with Profit After Tax soaring by 114.6% to ₹64.8 crore. Key efficiency ratios also saw improvement, with ROE rising to 12.1% and ROCE to 19.1%. Mr. Arvind Kamath, Chairperson & Whole Time Director, highlighted the year's strong performance as a listed company, attributing it to disciplined execution and strategic initiatives, including significant order inflows and a new joint venture in clean energy.

Key Highlights

  1. 1

    JNK India Limited reported a total revenue of ₹838.0 crore for FY26, marking a significant increase of 68.0% year-on-year.

  2. 2

    Profit After Tax (PAT) for FY26 grew by 114.6% year-on-year to ₹64.8 crore, with a PAT margin of 7.7%.

  3. 3

    The company's order book stood strong at ₹1,961.4 crore as of March 31, 2026, driven by new orders including critical cracking furnace and green hydrogen projects totaling ₹1,694.4 crore during FY26.

  4. 4

    Return on Equity (ROE) improved to 12.1% in FY26 from 8.6% in FY25, while Return on Capital Employed (ROCE) increased to 19.1% from 15.5% in the same period.

  5. 5

    For Q4 FY26, total revenue reached ₹344.6 crore, up 69.2% year-on-year, and Profit After Tax was ₹33.0 crore, registering a 149.5% year-on-year growth.

  6. 6

    The Board of Directors recommended a Final Dividend of 15.0% (Face Value of ₹2).

  7. 7

    JNK India advanced its long-term growth strategy by forming a joint venture focused on green hydrogen and sustainable chemical/fuel technologies, with JNK Chemdist Technologies contributing approximately 7% to Group revenue in its initial year.

Management Comments

A

Arvind Kamath

FY26 was a significant year for JNK India, marking a year of strong performance as a listed company. The Company recorded Total Revenue of Rs. 838.0 Cr in FY26, up 68.0% from FY25. This performance was driven by disciplined execution and focused strategic initiatives, as new orders continued to deliver. From a profitability perspective, Operating Profit was Rs. 212.3 Cr, reflecting a 45.2% YoY growth. EBITDA was Rs. 113 Cr, up 71.6% YoY, with a margin of 13.3%. Profit After Tax amounted to Rs. 64.8 cr, marking a 114.6% YoY increase, with the margin expanding by 163 bps to 7.7%. This profitability was also reflected in key efficiency ratios, with ROE improving to 12.1% from 8.6% and ROCE to 19.1% from 15.5%, compared to FY25. In Q4 FY26, the Company delivered a strong quarterly performance, with Total Revenue of Rs. 344.6 Cr, a 69.2% YoY increase. Operating Profit was Rs. 86.6 Cr, up 80.9% YoY, with operating margin improving by 162 bps to 25.1%. EBITDA totalled Rs. 52.3 Cr, up 89.9% YoY, with a margin expansion of 165 bps to 15.2%. Profit After Tax was Rs. 33.0 Cr, marking a 149.5% YoY growth, with the margin rising by 309 bps to 9.6%. The Company reported strong order inflows of Rs 1,694.4 Cr during the year including critical and strategic projects of cracking furnace and green hydrogen, contributing to a total order book of Rs. 1,961.4 Cr as of March 31, 2026. During the year, the Company also advanced its long-term growth strategy through the formation of a joint venture focused on green hydrogen and sustainable chemical/fuel technologies, enhancing its capabilities and positioning JNK India to capitalize on emerging opportunities in the clean energy sector. In its initial year of operations, JNK Chemdist Technologies contributed ~7% share to the Group revenue. Building on a year of focused execution and strategic progress, JNK India is well-positioned to capture opportunities in both traditional and sustainable energy sectors in India and abroad. Leveraging its engineering expertise, disciplined operations, and diversified capabilities, the Company will focus on delivering complex, high-value projects, strengthening its leadership across key verticals, and driving long-term growth and value for stakeholders.

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