Synopsis:
A exceptional 1,081.81 % revenue surge propelled this combustion gear inventory into sharp focus, capturing investor curiosity as sturdy progress momentum and rising business visibility continued to assist sentiment.
A combustion gear inventory drew sturdy investor curiosity after posting a pointy enchancment in quarterly efficiency, supported by strong sequential and annual progress throughout income and profitability. The inventory reacted positively as buyers targeted on margin growth, bettering operational effectivity and sustained demand visibility from core end-user industries.
JNK India Ltd opened at Rs. 305.15 in opposition to a earlier shut of Rs. 279.85 and touched an intraday excessive of Rs. 310, marking an increase of 10.77 % from the earlier shut. The corporate at the moment holds a market cap of Rs. 1,620.98 crore.
Monetary Snapshot – Q2FY26
On a quarter-on-quarter foundation, whole income elevated from Rs. 103 crore to Rs. 184.2 crore, rising 78.84 %. Revenue earlier than tax surged from Rs. 2 crore to Rs. 17.8 crore, a rise of 790 %. Internet revenue jumped from Rs. 1.1 crore to Rs. 13 crore, up 1,081.81 %. EPS rose from Rs. 0.2 to Rs. 2.3. EBITDA margin expanded from 7 % to 12.1 %. PAT margin improved from 1.1 % to 7.1 %.
On a year-on-year foundation, whole income elevated from Rs. 107.4 crore to Rs. 184.2 crore, up 71.51 %. Revenue earlier than tax elevated from Rs. 11.8 crore to Rs. 17.8 crore, up 50.85 %. Internet revenue improved from Rs. 7.8 crore to Rs. 13 crore, rising 66.67 %. EPS grew from Rs. 1.4 to Rs. 2.3. EBITDA margin fell from 14.4 % to 12.1 %. PAT margin moderated barely from 7.2 % to 7.1 %.
Feedback from the Administration
Commenting on the efficiency, Mr. Arvind Kamath, Chairperson and Complete Time Director mentioned:
Talking on the order e book momentum: “Through the quarter, JNK India secured a major order from JNK World Co., Ltd. for offering design and engineering assist for a cracker furnace bundle at a refinery mission in India. This order contributed to the corporate’s whole order e book of Rs. 18,499 million as of September 30, 2025, reflecting continued sturdy demand. The order e book composition contains roughly 91.7% from heating options, 5.5% from course of vegetation, and a pair of.8% from flares, incinerators, and different renewables. Indian tasks account for 96.1% of the whole order e book.”
Highlighting the corporate’s long-term technique, he mentioned: “JNK India continued to execute its long-term progress technique with the formation of JNK Chemdist Applied sciences Personal Restricted, a three way partnership targeted on inexperienced hydrogen and sustainable chemical/gasoline applied sciences. This partnership will allow JNK India to develop its presence within the clear vitality sector.”
Operational Highlights
The corporate strengthened its place with a major rise so as e book to Rs. 18,499 million (Rs. 1,849.9 crore) in H1FY26 in comparison with Rs. 13,116 million (Rs. 1,311.6 crore) in H1FY25, supported by its single largest ultra-mega order since inception.
Income in Q2FY26 was primarily pushed by heating gear, accounting for 80.3 % of the combo, adopted by 11.8 % from course of vegetation and eight % from flares, incinerators and different programs.
Home enterprise contributed 89.4 % of income, with exports at 10.6 %. The tip-user industries have been dominated by petrochemicals at 59.2 %, oil and gasoline at 33.4 % and metal at 7.4 %, reflecting sturdy demand from core refining and petrochemical purchasers.
Concerning the Firm
JNK India Restricted is engaged in thermal design, engineering, manufacturing and commissioning of process-fired heaters, reformers and cracking furnaces. The corporate has broadened its choices to incorporate waste gasoline dealing with programs akin to flares and incinerators, hydrogen manufacturing and distribution programs, photo voltaic EPC tasks and course of plant options, strengthening its presence throughout vitality, petrochemical and industrial sectors.
Written by Manan Gangwar
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