Jinkushal Industries Limited · NSE:JKIPL
Jinkushal Industries — Q1 FY2026-27 Earnings Presentation
43 slides from Jinkushal Industries's earnings presentation, Aug 18, 2026
Slide 1: Submission of Investor Presentation on Q1 FY2026-27 Results
Date: 18.08.2026 To, To, Sr. General Manager, The Manager, Listing Department, Corporate Relationship Department, BSE Limited, National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Mumbai – 400 001. Bandra (E), Mumbai – 400 051. Scrip
Slide 2: Investor Presentation August 2026
Investor Presentation August 2026 JINKUSHAL INDUSTRIES LTD.
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the presentation), which have been prepared by Jinkushal Industries Limited solely for informational purposes, do not constitute any offer, recommendation, or invitation to purchase or subscribe for any securities and shall not form the basis
Slide 4: Chairman, Managing Director and CFO
CHAIRMAN & EXECUTIVE DIRECTOR MANAGING DIRECTOR & CEO EXECUTIVE DIRECTOR & CFO (PROMOTER) (PROMOTER) Holds Diploma in Mechanical Engineering, Mechanical Engineering Background, Oversees Finance and Accounts; ensures 37+ years experience in construction enables in leading in Refurbishments and financ
Slide 5: Index
Index 01 02 Industry Overview 03 Company Overview Business Model and Operations 04 Leadership 05Financial 06 Appendix And Strategy Performance - Industrial Outlook - JKIPL Business Details - Financials
Slide 6: India's Largest Exporter of Non-OEM Construction Machines
INDIA’S LARGEST EXPORTER OF NON-OEM CONSTRUCTION MACHINES- as per Care Edge Report Countries Market share Global Offices We Served 2500+ 140+ 30,000 220+ 50+ Sq.ft. Years DGFT Certified Machines Employees Business Own Suppliers Diversified Promoter 3-Star Export Exported Refurbishment Product Portfo
Slide 7: Jinkushal Industries Limited at a glance
Jinkushal Industries Limited (“JKIPL”) is India’s largest non-OEM exporter of construction machinery (Source: CARE Edge). We are in the niche business of Exports of Refurbished, Customised and Own Brand Sales of Construction equipment through our 3 different product verticals. We also retain our Com
Slide 8: Strategic Direction
Strategic Direction Mission To revolutionize the construction equipment industry by offering a seamless, transparent and tech-enabled platform for buying and selling used and new machinery. To create customer- focused, technologically advanced, and feature-rich equipment under our own brand deliveri
Slide 9: Company milestones
2023 2024 1. Incorporated a 1. Undertook 2025 2026 wholly-owned 2007 2009 2017 2022 overseas subsidiary strategic in Dubai (UAE) Business acquisition 1. Appointed 3 Formation of Annual revenue via Overseas independent Step down Incorporated in Current Ventured into crossed ₹100 Cr 2. Achieved Subsid
Slide 10: Shareholding Pattern
Shareholding Pattern In Rs. Listing Date : Massive Investor Listing Platform 03 rd October Demand The IPO was subscribed BSE & NSE 7560 cr. 65 times Total application money received against IPO size of 116.15 cr.
Slide 11: Product verticals: New, Used and HexL
New/Customised Used/Refurbished HexL Brand Machines: Machines Exports of new CE, tailored Export of fully refurbished Export of proprietary to client specs. CE (as-good-as-new quality). backhoe loaders (new brand launched 2024). End-to-End Solutions: JKIPL's platform spans full value chain – sourcin
Slide 12: Sourcing Network and Refurbishment Infrastructure
We have an efficient procurement, supply chain & Logistics and refurbishment network Supply Chain Process Preparation & Broad Sourcing Network Loading Transportation to Port Suppliers Customs Clearance Port Handling Refurbishment Infrastructure Shipping & Documentation In-house work force in Sailing
Slide 13: Contract Manufacturing (HexL)
Contract Manufacturing (HexL) : HexL brand machines are produced via outsourced contract manufacturing to meet JKIPL's specifications – no heavy factory capex . Quality Control & R&D : Even with outsourcing, JKIPL enforces stringent quality checks and ongoing product improvements (custom features, s
Slide 14: Export Footprint
Customers total till date ₹ 35,331.26 Lakhs Export Value for the period ended 31st March 26 Export Footprint Regional Hubs Local Partners Diversification Products reach 35+ countries Hexco Global (Dubai) serves Extensive dealer and Wide geographic spread across Middle East, Europe, Middle East/Afric
Slide 15: Broad Range and Multi-Brand Sourcing
Broad Range Multi-Brand Full suite of construction Sourcing machinery: excavators, Procures equipment backhoe loaders, wheel From multiple leading loaders, bulldozers, cranes, OEMs – giving customers (motor graders, choice of brands and compactors, asphalt configurations. pavers, etc. Sector Continu
Slide 16: Diversified customer base and longstanding relationships
Diversified customer base and longstanding relationships Global Clientele Customers span 35+ countries (importers, wholesalers, contractors), reducing dependency on any one market. Loyalty & Repeat Business After-Sales Focus Many clients have relationships >5 years, repeatedly Emphasize spare parts
Slide 17: Market Leadership and Competitive Strengths
1 2 3 4 5 Market Refurbishment Diversified Execution Experienced Leadership Pioneer Offerings Capabilities Team #1 non-OEM CE Value-engineering and Balanced portfolio of Vast supplier and Management's long exporter in India (6.9% refurbishing used new and used partner network industry experience mar
Slide 18: Promoter-Directors, Management and Governance
Promoter-Directors Mr. Anil Kumar Jain (Chairman & Executive Director ) and Mr. Abhinav Jain (Managing Director & CEO ) driving strategy with vast Construction equipment industry & financial expertise. Professional Management Experienced cadre of managers in operations, sales, finance – supporting t
Slide 19: Growth Strategy: Integration, Sales Volume, Efficiency
1. Integration and Diversification Further • Expand and streamline the supply chain by on boarding more vendors for procurement, refurbishment, customization, and contract manufacturing. • Diversify supplier base to mitigate risks, ensure consistent machine availability, and strengthen quality contr
Slide 20: Product Expansion, Brand Building, Working Capital
4. Product Portfolio Expansion • Move beyond current product lines (excavators, loaders, graders, bulldozers) and introduce new categories such as electric construction machines. • Align with environmental and regulatory trends, making the brand "future ready." • Cater to wider customer needs while
Slide 21: Appendix A – Industrial Outlook
Appendix A – Industrial Outlook
Slide 22: Industry Overview: Backhoe Loaders
Industry Overview Core Segment Backhoe loaders are versatile (excavation + loading). Global market grew from $3.61 Bn (2019) to $4.44 Bn (2023) (~5.3% CAGR). Demand Drivers Continued urbanization and road/utility projects, plus multi-use nature of backhoes, sustain demand in developing markets. $4.4
Slide 23: India – Engineering Exports & Policy Support
India – Engineering Exports & Policy Support • Engineering Exports Share : India’s engineering goods exports comprise ~24–27% of total merchandise exports , indicating the sector’s importance. Within this, exports of construction machinery (a subset) have been growing as Indian companies (like JKIPL
Slide 24: Global Used Equipment Market
Industry Overview Global Used Equipment Market (6% CAGR) Used machines are 20–50% cheaper than new. $177 Infrastructure boom across emerging markets Bn 6% $132 Bn Rental industry driving demand Digital marketplaces (e-commerce) expand customer access to used 2024 2029 machines. CAGR Global Used Mach
Slide 25: Cost Advantage, Circular Economy, Rental, Digital Platforms
Cost Advantage Circular Economy Rental Market Digital Platforms New machinery prices have surged A growing public emphasis on Growth of equipment rental/leasing Online equipment marketplaces recently due to ongoing global environmental sustainability naturally (leasing sector CAGR >10%) means improv
Slide 26: Rental & Used Equipment Market Trends
Rental & Used Equipment Market Trends Rise of Rentals: Global construction rentals are growing as contractors cut capex. Rental fleets often buy quality used machines, boosting demand for JKIPL’s refurbished supply, especially in emerging markets. Used vs New Mix In the Americas, ~1/3 of transaction
Slide 27: Emission Norms, Electrification, Digitalization
Emission Norms Stricter CE emission standards (EU Stage V, upcoming BS VI- equivalent) drive replacement of old equipment – an opportunity for JKIPL's refurbished/ new sales. Electrification Global shift toward electric CE; JKIPL planning to introduce electric Backhoe loaders and loaders as part of
Slide 28: Appendix B – JKIPL Business Details
Appendix B JKIPL Business Details
Slide 29: Equipment Range
Excavators Backhoe Loaders Motor Graders Road Pavers Widely used in construction, Versatile dual-function machines Heavy machines for road Specialized machines used for mining, and infrastructure projects (excavation + loading) used in construction, leveling, and laying asphalt or concrete on for di
Slide 30: Excavators and Backhoe Loaders Models
CAT 324 CAT 321 CAT 321DLCR CAT 330BL CASE 770EX CASE 570 SV CAT 140H CAT 140K2
Slide 31: Dozers, Pavers and Loaders Models
Terex RT780 CAT D8 CAT D6R CAT D6R2 Wirtgen SP500 CAT 950GC CAT 966K CAT 950H
Slide 32: HexL 420x Own Brand Backhoe Loader
HAMM HC 119i CASE 1107NX CASE 1107EX DYNAPAC CC425 Own Brand Backhoe Loader JCB 540-170 JCB 530-70 HexL 420x CAT 950GC CAT 950H
Slide 33: Customized Solutions & Customer Benefits
Customized Solutions & Customer Benefits 1 Customization Capability JKIPL machines are often tailored to customer needs. For new units, we add attachments or modifications – e.g., hydraulic piping kit, AC, Cabin, or special buckets etc., so machines arrive “job-ready,” saving time and retrofit costs
Slide 34: Registered Office, Storage Yards, Refurbishment Centres
1 Registered Office 2 Storage Yards Our registered office is in Raipur, Chhattisgarh (central India). We have secured yards/warehouses near major ports (Navi Mumbai-Nhava Sheva and in Dubai-Jebel Ali via subsidiary) where machines are stored, inspected, and consolidated for shipping. These yards can
Slide 35: Revenue by Segment and Geography
In ₹ Lakhs Sales of New Machines Sales of Used Machines Sales of HexL Machine Hiring Charges Warehouse Rent Other Operating Income Trend : Used resurgence boosting margins; HexL brand sales to contribute increasingly. In Rs. Geography Revenue Mix (FY2026) : Domestic Export Sales Segment Revenue Mix
Slide 36: Appendix C – Financials
Appendix C - Financials
Slide 37: Key Performance Indicators
Key Performance Indicators (Financial and Operational) ~99%ofJKIPL’s revenue Since2017,supplied Top-5 clients account 5-year revenue CAGR Is export-derived, ~2,500+machines for~85%of revenue 36.09% ; FY26 Underlining global worldwide; With 1000+ in (FY26),reflecting D/E~0.50. orientation. last two y
Slide 38: Reasons for Margin Moderation
Reasons for Margin Moderation Brand Development Investments Spending on HexL brand establishment, marketing, dealer engagement & customer development across international markets. International Market Expansion Increased investment in market penetration, customer acquisition & distribution reach acr
Slide 39: Financial statements (continued)
(3,110.88) (3,089.99) Continued on Next Page
Slide 40: Consolidated Q1 FY27 Profit & Loss Statement
Consolidated Q1 FY27 Profit & Loss Statement Jinkushal Industries (in = Lakhs) For the Quarter ended For the Quarter ended For the Quarter ended For the year ended PARTICULARS 30-Jun-26 31-Mar-26 30-Jun-25 31-Mar-26 (Unaudited) (Unaudited) (Audited) VI | Tax Expense: | | [ (i) Current tax ill 7 6102
Slide 41: Financial statements (continued)
13,305.64 3,732.17 31,337.61 65.19 162.47 4,764.21 10,854.53 25,293.09 (647.15) 80.34 212.39 901.68 495.52 82.40 134.55 1,244.10 29,742.33 1,660.47 1,660.47 Continued on Next Page
Slide 42: Other comprehensive income items
(63.96) - (0.04) (0.01) (23.34) (5.87) (0.30) (0.08)
Slide 43: End of Presentation
Contact Person - Manish Tarachand Pande (Company Secretary and compliance Officer) Jinkushal Industries Limited E-mail : compliance@jkipl.in Telephone : +917709171934 Website : www.jkipl.in End of Presentation
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