Jindal Drilling & Industries Ltd. · NSE:JINDRILL
Jindal Drilling & Industries — Q1 FY27 Earnings Presentation
14 slides from Jindal Drilling & Industries's earnings presentation, Aug 10, 2026
Slide 1: E-Communication to stock exchanges
E-Communication JDIL/SECT/SE/2026-27 10 August 2026 BSE Limited National Stock Exchange of India Limited 25th Floor, P.J. Towers, Exchange Plaza, C-1, Block-G, Dalal Street, Mumbai-400001 Bandra - Kurla Complex Bandra (E), Mumbai-400051 Security Code: 511034 Security Code: JINDRILL Sub: Earnings Pre
Slide 2: Earnings Presentation Quarter ending 30 June 2026
Earnings Presentation Quarter ending 30 June 2026 10 August 2026 1
Slide 3: This document contains “forward-looking statements” about our business, financial performance, skills and prospects. …
This document contains “forward-looking statements” about our business, financial performance, skills and prospects. Statements about our plans, intentions, expectation, beliefs, estimates, prediction or similar expression for the future are forward-looking statements. Forward looking statements are
Slide 4: About us
About us ➢ Leading offshore drilling services contractor in India’s oil & gas sector ➢ Over 35 years of offshore drilling experience ➢ Efficient and experienced operational & management team ➢ Delivering high level of customer satisfaction ➢ Excellence through stringent safety measures ➢ Offshore ja
Slide 5: Rigs on long term contracts
Rigs on long term contracts Rig name Built Design Status Discovery-I 2008 K’FELS B-Class Owned 1975 with life Jindal Supreme enhancements in Marathon Letourneau 84F Owned 2006 / 2016 / 2020 Jindal Pioneer 2015 Letourneau 116E Owned Virtue-I 2008 K’FELS B-Class Rented Jindal Star 2013 Letourneau 116E
Slide 6: Rigs – Order book (approx.) as on 30/06/2026
Rigs – Order book (approx.) as on 30/06/2026 Operating Day Order book (approx.) Rig name Contract Duration Rate (USD) USD mn Rs. crore Discovery-I May 23 - October 26 48,324 5 46 Jindal Supreme October 24 - October 27 88,859 40 384 Jindal Pioneer October 26 - October 29 47,681 50 477 Virtue-I Octobe
Slide 7: Rigs – Bifurcation of order book as on 30/06/2026
Rigs – Bifurcation of order book as on 30/06/2026 Rs. crore Rig name 9M FY27 FY28 FY29 FY30 Total Discovery-I 46 46 Jindal Supreme 222 162 384 Jindal Pioneer 79 159 159 80 477 Virtue-I 91 91 Jindal Star 36 36 Jindal Explorer 89 119 68 276 Total 563 440 227 80 1310 ➢ Above figures are approximate cal
Slide 8: Quarterly Highlights
Quarterly Highlights Total revenue EBIDTA & EBIDTA % 375 107 104 120 54% 93 347 78 250 72 272 283 80 42% 36% 263 39% 38% 125 40 30% 30% 18% 161 Rs. crore Rs. crore 0 0 0% Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 PAT & PAT % 42 EPS 150 51% 60% 45 100 121 40% 30 19 18 22%
Slide 9: Profit & Loss - Comparison
Profit & Loss - Comparison Rs. crore Particulars Q1 FY27 Q4 FY26 Q1 FY26 FY26 FY25 Revenue from operations 275 263 254 997 828 Add: Other income 7 9 8 46 56 Total revenue 283 272 263 1042 884 Less: Expenses Operational expenses (136) (139) (119) (502) (483) Employees benefit expenses (25) (27) (22)
Slide 10: Annual Highlights
Annual Highlights Rs. crore Total revenue EBIDTA & EBIDTA % 1200 1042 884 360 349 45% 34% 32% 646 26% 29% 800 559 240 30% 452 35% 237 400 120 175 199 15% Rs. crore Rs. crore 110 0 0 0% FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 PAT & PAT % EPS 210 173 42% 75 60 141 49 140 112 114 28% 50 39 39
Slide 11: EBIDTA Mix
EBIDTA Mix Rs. crore Q1 FY27 Q4 FY26 11 8 Rig Total - 104 Total - 78 93 70 Directional Drilling Q1 FY26 FY26 5 23 1 Mud Logging Total - 107 Total - 349 102 325 10
Slide 12: Borrowings – Gross & Net Debt
Borrowings – Gross & Net Debt Rs. crore Particulars June 26 March 26 Loan for rig refurbishment 52 69 ➢ Gross debt continues to Gross debt (A) 52 69 reduce Working capital borrowing (B) 17 24 Less: Loans receivable from JV - - ➢ Net cash position improves Liquid investments (248) (220) rapidly despi
Slide 13: Shareholding Structure – 30 June 2026
Shareholding Structure – 30 June 2026 28.43% 66.78% Marquee Investor ➢ Ashish Chugh 4.79% Promoters Public > 1% Public - Others 12
Slide 14: Investor Contact
Investor Contact Kaushal Bengani Deputy General Manager Investor Relations & Finance Tel. No.: +91-124-4624177 E-Mail: kaushal@jindaldrilling.in
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