Jnk India Limited · NSE:JNKINDIA
Jnk India — Q1 FY26 Earnings Presentation
14 slides from Jnk India's earnings presentation, Aug 7, 2025
Slide 1: Exchange filing cover letter for Q1FY26 earnings presentation
JNK India Limited (Formerly known as JNK India Private Limited) CIN: L29268MH2010PLC204223 203 to 206, Centrum, Plot No. C-3, S.G. Barve Road, Wagle Estate, Thane (W) – 400604, Maharashtra, INDIA Tel : 91-22-68858000 Email: admin@jnkindia.com Website: www.jnkindia.com Date: August 7, 2025 To, To, BS
Slide 2: Q1 FY26 Earnings Presentation
Q1 FY26 Earnings Presentation August 7, 2025
Slide 3: JNK India - An Overview
JNK India - An Overview JNK India: One of India’s leading Combustion Equipment companies Founded in 2010, one of India’s leading Combustion Equipment companies. The company has capabilities in thermal designing, engineering, manufacturing, supplying, installing, and commissioning process-fired heate
Slide 4: Evolution of JNK India
Evolution of JNK India Recieved orders for diversified product streams such as cracking furnaces, waste gas handling systems, process plants etc. Order book crossed Rs. 10,000 mn Successfully listed with IPO size of Order Rs. 6,490 mn Received first purchase book order for supply of natural crossed
Slide 5: Management Commentary
Management Commentary Mr. Arvind Kamath Chairperson and Whole Time Director “During the quarter, JNK India registered a Total Revenue of ₹1,029.7 million, reflecting a YoY growth of 13.5%. Operating Profit was at ₹242.3 million, translating to a margin of 23.5% and EBITDA at ₹71.7 million with a mar
Slide 6: Q1 FY26 Key Performance Highlights
Q1 FY26 Key Performance Highlights Rs. 1,030 Mn Rs. 242 Mn Rs. 72 Mn Total Revenue Operating Profit EBITDA Margin : 23.5% Margin : 7.0% Rs. 11 Mn Rs. 9,828 Mn Profit After Tax Order Book Margin : 1.1% Figures for the previous periods have been regrouped/reclassified to conform to the classification
Slide 7: Diversified Order Book Mix
Q1 FY26 Diversified Order Book Mix By Product By End-User Industries 79.4% 23.8% Q1 FY26 0.4% 12.8% 4.7% 7.8% 71.0% Heating Flares, Incinerators and Others Process plant Refining Petrochemicals Steel Others 33.0% 95.0% Q1 FY25 5.0% 12.0% 55.0% Heating Flares, Incinerators and Others Refining Petroch
Slide 8: Revenue Composition
Q1 FY26 Revenue Composition By Product By Geography By End-User Industries 79.2% 39.5% 90.2% Q1 FY26 7.7% 2.2% 12.7% 20.8% 47.8% Heating Flares Incinerators and Others Process Plant Domestic Exports Refining Petrochemicals Steel 70.6% 90.5% Q1 FY25 4.1% 9.5% 11.4% 95.9% 18.0% Heating Flares Incinera
Slide 9: PAT Components
Q1 FY26 PAT Components Particulars (Rs. Mn) Q1 FY26 Q1 FY25 YoY (%) Q4 FY25 QoQ (%) Total Revenue 1,029.7 907.5 13.5 1,999.7 -48.5 Operating expenses 787.4 555.5 41.7 1,557.6 -49.4 Operating Profit 242.3 352.0 -31.2 442.1 -45.2 Operating Profit (%) 23.5% 38.8% 22.1% Employee Benefit Expenses 132.1 1
Slide 10: Capacities - Fabrication Infrastructure at Mundra, Gujarat
Capacities - Fabrication Infrastructure at Mundra, Gujarat Quality Focused Multi-product Company SEZ All products are fabricated Site is developed with a self- as per the Customer’s contained infrastructure for Mundra, Gujarat requirements in export-oriented fabrication accordance with and modulariz
Slide 11: Management Team
Management Team Arvind Kamath Goutam Rampelli Dipak Kacharulal Bharuka Bang Hee Kim Chairperson and Whole Time Whole Time Director CEO and Whole Time Director Non-Executive Director Director • Associated with JNK India since • Associated with JNK India since • Associated with JNK India • Associated
Slide 12: Visit Our Real Time ESG Disclosure Platform
Visit Our Real Time ESG Disclosure Platform Our design philosophy integrates sustainability and environmental considerations Click to access ESG Profile Map our ESG framework with 35+ different frameworks Download ESG data Access to ESG factsheet Search for keywords Over 12 factors and 400+ KPI http
Slide 13: Shareholding update
Shareholding update June 30, 2025 March 31, 2025 Non Promoter, Non Promoter, 32.03% 32.22% Promoter, 67.97% Promoter, 67.78% Shareholders June 30, 2025 March 31, 2025 Number of Number of % % Shares in Mn Shares in Mn Mascot Capital & Marketing Private Limited (Corporate Promoter –India) 18.16 32.46
Slide 14: Disclaimer
Disclaimer This presentation contains statements that are “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to “JNK India” future business developments and economic performance. While thes