Jnk India Limited · NSE:JNKINDIA
Jnk India — Q4 FY26 Earnings Presentation
16 slides from Jnk India's earnings presentation, May 20, 2026
Slide 1: Cover letter to stock exchanges: Q4 and FY26 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: May 20, 2026 To, To, BSE
Slide 2: FY26 Excellence, Delivered. Q4 Results
Engineering EARNINGS PRESENTATION FY26 Excellence, Delivered. Q4 Results May 2026 JNK India Ltd. · NSE: JNKINDIA · BSE: 544220
Slide 3: JNK India - An Overview
JNK India - An Overview ABOUT US FY26 KEY PERFORMANCE HIGHLIGHTS Founded in 2010, one of India’s leading combustion equipment companies with capabilities in thermal 345 CR TOTAL REVENUE designing, engineering, manufacturing and EBITDA ORDER BOOK commissioning process-fired heaters, reformers, and cr
Slide 4: Evolution of JNK India
Evolution of JNK India *5 yr CAGR 43.3% in Revenue 5 yr CAGR 33.7% in EBITDA Order Book > 5 yr CAGR 31.5% in PAT Listed; ₹ 1,800 cr; IPO ₹ 649 cr; JV with Chemdist diversified Order book > product streams ₹ 500 cr First PO for H2 infrastructure Received first (natural gas and overseas PO in bio-CNG)
Slide 5: Management Commentary
Management Commentary Mr. Arvind Kamath Chairperson and Whole Time Director “FY26 was a significant year for JNK India, marking a year of strong performance as a listed company. The Company recorded Total Revenue of Rs. 838.0 Cr in FY26, up 68.0% from FY25. This performance was driven by disciplined
Slide 6: Key Performance Highlights
Key Performance Highlights 1.7X 1.8X 1.9X 2.5X Rs. 344.6 Cr Rs. 86.6 Cr Rs. 52.3 Cr Rs. 33.0 Cr Q4FY26 Total Revenue Operating Profit EBITDA Profit After Tax Margin : 25.1% Margin : 15.2% Margin : 9.6% 1.7X 1.5X 1.7X 2.1X Rs. 838.0 Cr Rs. 212.3 Cr Rs. 111.3 Cr Rs. 64.8 Cr FY26 Total Revenue Operatin
Slide 7: Order Book Development
Order Book Development Rs. Cr Order Book grew by 1.8x Order Inflow up by 1.8x 1,694 1,961 933 1,082 FY25 FY26 FY25 FY26 • Secured first major cracking furnace orders, technology-based process plant, flares and incinerators in FY25 • Awarded critical large cracking furnace project and green hydrogen
Slide 8: Q4 and FY26 Financial Highlights
Q4 and FY26 Financial Highlights Revenue (Rs. Cr) EBITDA (Rs. Cr) Profit after Tax (Rs. Cr) 1.7x 1.7x 2.1x 838 111 65 2.5x 1.7x 1.9x 499 65 33 52 30 345 204 206 28 30 18 13 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q3FY25 Q3FY26 Q4FY26 FY25 FY26 • Figures for the previous periods
Slide 9: Q4 and FY26 PAT Components
Q4 and FY26 PAT Components Particulars (Rs. Cr) Q4 FY26 Q4 FY25 Y-o-Y Q3 FY26 Q-o-Q FY26 FY25 Y-o-Y Total Revenue 344.6 203.6 69.2% 206.2 67.1% 838.0 498.7 68.0% Operating expenses 258.0 155.8 65.6% 150.2 71.7% 625.7 352.6 77.5% Operating Profit 86.6 47.9 80.9% 56.0 54.6% 212.3 146.1 45.3% Operating
Slide 10: Capacities - Fabrication Infrastructure at Mundra, Gujarat
Capacities - Fabrication Infrastructure at Mundra, Gujarat Quality Focused Company All products are fabricated as per the Customer’s requirements in accordance with applicable standards Mundra, Gujarat Multi-product 5,000 MT Installed SEZ Capacity Site is developed with a self- Advantage of being cl
Slide 11: JV Company - JNK Chemdist Technologies Private Limited
JV Company - JNK Chemdist Technologies Private Limited FOCUS AREAS Patented Process Scaling Ethanol-to-chemicals and low-opex H₂ production with commercialisation focus EQUITY STRUCTURE Advanced Process Plant Engineering JNK India 51% Turnkey solutions for chemical, pharma and process industries wit
Slide 12: Management Team
Management Team Arvind Kamath Dipak Kacharulal Bharuka Chairperson and Whole Time Director CEO and Whole Time Director • Associated with JNK India since August • Associated with JNK India since March 2010 2011 • Previously associated with Sulzer Pumps • Previously associated with Larsen and India Pv
Slide 13: 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 14: Awards and Recognitions
Awards and Recognitions Received an Appreciation Received the Lowest Award from Thyssenkrupp at Safety Violation and IOCL Panipat Refinery for Observation Rate in the Safety Innovation in the Entire Refinery at IOCL CDW P-25 Project Vadodara Refinery Recognition for excellence in Achieves 1st Rank –
Slide 15: Shareholding update
Shareholding update March 31, 2026 December 31, 2025 Non Promoter, Non Promoter, 32.21% 32.21% Promoter, Promoter, 67.79% 67.79% Shareholders March 31, 2026 December 31, 2025 Number of Number of % % Shares in Mn Shares in Mn Mascot Capital & Marketing Private Limited (Corporate Promoter –India) 18.2
Slide 16: 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