JNK India Limited announced its consolidated financial results for Q2 and H1FY27 ended September 30, 2026, through a regulatory filing pursuant to Regulation 30 of SEBI Listing Regulations.

Financial Performance

Q2FY27 Performance (Rs. Crores):

  • Revenue from Operations: ₹184.0 (vs ₹178.4 in Q2FY26, +3.2% YoY)
  • Other Operating Income: ₹3.5 (vs ₹3.0 in Q2FY26)
  • Total Operational Income: ₹187.5 (vs ₹181.4 in Q2FY26, +3.4% YoY)
  • EBITDA: ₹20.8 (vs ₹19.5 in Q2FY26, +6.6% YoY)
  • EBITDA Margin: 11.1% (vs 10.8% in Q2FY26)
  • Profit After Tax: ₹13.3 (vs ₹13.0 in Q2FY26, +2.0% YoY)
  • PAT Margin: 7.1% (vs 7.2% in Q2FY26)

H1FY27 Performance (Rs. Crores):

  • Revenue from Operations: ₹364.0 (vs ₹277.5 in H1FY26, +31.2% YoY)
  • Other Operating Income: ₹6.2 (vs ₹6.5 in H1FY26)
  • Total Operational Income: ₹370.2 (vs ₹283.9 in H1FY26, +30.4% YoY)
  • EBITDA: ₹39.4 (vs ₹26.3 in H1FY26, +50.0% YoY)
  • EBITDA Margin: 10.6% (vs 9.2% in H1FY26)
  • Profit After Tax: ₹22.9 (vs ₹14.1 in H1FY26, +61.9% YoY)
  • PAT Margin: 6.2% (vs 5.0% in H1FY26)

Management Commentary

Mr. Arvind Kamath, Chairperson and Whole-Time Director, provided the following business update:

  • H1FY27 delivered 31.2% YoY growth in total operational revenue to ₹370.2 Crores despite temporary Q2 execution challenges from shipment delays and monsoon disruptions.
  • The company maintains its FY27 revenue growth guidance of 20-25% and EBITDA margin guidance of 12-14% (based on Total Operational Revenue).
  • Historically, H2 contributes 60-70% of annual revenue due to the project-based nature of the business.

Order Book & Pipeline

  • Order book as of September 30, 2026: ₹1,662 crores
  • Recent order wins:
  • Order from JNK Global for supply of Heater Package in Nigeria
  • Orders from an Indian customer for Flares and Incinerators
  • Order pipeline: Approximately ₹5,000 Crores (excluding recent order wins), with healthy mix of domestic and international opportunities

Business Expansion

  • The company is expanding into new adjacent opportunities across renewable energy and related industries
  • Strategic partnership with JNK Global enhances global reach and technical capabilities
  • Joint venture with founders of Chemdist Group to develop green hydrogen, sustainable fuels, chemicals, and carbon capture systems (JNK India holds 51% equity share capital)

Company Overview

JNK India Limited specializes in thermal designing, engineering, manufacturing, and commissioning of process-fired heaters, reformers, and cracking furnaces. The company has expanded its portfolio to include waste gas handling systems, hydrogen production systems, solar EPC solutions, and process plants. Its fabrication facility in Mundra, Gujarat spans approximately 20,000 square meters and operates as a multi-product SEZ unit.

Contacts

  • Annie Varghese, Investor Relations, investorrelations@jnkindia.com

IR Advisors:

  • Strategic Growth Advisors Pvt. Ltd.
  • Mr. Mandar Chavan (mandar.chavan@sgapl.net) / Mr. Rahul Agarwal (rahul.agarwal@sgapl.net)