Jnk India Limited · NSE:JNKINDIA
Jnk India — Q2 FY2026 Earnings Presentation
17 slides from Jnk India's earnings presentation, Nov 13, 2025
Slide 1: Exchange filing cover letter: Q2 and H1FY26 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: November 13, 2025 To, To,
Slide 2: Q2 and H1FY26 Earnings Presentation
Q2 and H1FY26 Earnings Presentation November 13, 2025
Slide 3: JNK India - An Overview
JNK India - An Overview 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 heaters, reformers, and cracking furnaces • Combustion Equipment: Proc
Slide 4: Evolution of JNK India
Evolution of JNK India Order Book Crossed Rs. 18,000 Mn Joint venture with Chemdist Group to develop green hydrogen, sustainable fuel technologies, and engineered equipment for the chemical and pharma industries. Successfully listed with IPO size of Rs. 6,490 Mn and secured orders for Received first
Slide 5: Management Commentary
Management Commentary Mr. Arvind Kamath Chairperson and Whole Time Director “During Q2 FY26, JNK India recorded total revenue of Rs. 1,842.1 million, reflecting a year-on-year growth of 71.6%. Operating profit for the quarter was Rs. 454.0 million, marking a 34.6% increase YoY, resulting in an opera
Slide 6: Q2 FY26 Key Performance Highlights
Q2 FY26 Key Performance Highlights Rs. 454 Mn Rs. 223 Mn Rs. 130 Mn Rs. 1,842 Mn Operating Profit EBITDA Profit After Tax Total Revenue Margin : 24.6% Margin : 12.1% Margin : 7.1% Rs. 10,485 Mn Rs. 18,499 Mn 16.2% 10.3% Order Inflow Order Book ROCE ROE Figures for the previous periods have been regr
Slide 7: H1FY26 Key Performance Highlights
H1FY26 Key Performance Highlights Rs. 696 Mn Rs. 295 Mn Rs. 141 Mn Rs. 2,872 Mn Operating Profit EBITDA Profit After Tax Total Revenue Margin : 24.2% Margin : 10.3% Margin : 7.1% Rs. 10,485 Mn Rs. 18,499 Mn 10.3% 5.6% Order Inflow Order Book ROCE ROE Key Milestones Secured single largest order since
Slide 8: H1FY26 Diversified Order Book and Inflow Mix
H1FY26 Diversified Order Book and Inflow Mix Product Order Book (%) Order Inflow (%) Heating Equipment 91.7 100.0 Flares, Incinerators and Others 2.8 0.0 Process Plant 5.5 0.0 Geography Order Book (%) Order Inflow (%) Domestic 96.1 100.0 Exports 3.9 0.0 End User Industry Order Book (%) Order Inflow
Slide 9: Q2 and H1FY26 Revenue Composition
Q2 and H1FY26 Revenue Composition Product Q2 FY26 (%) H1 FY26 (%) Heating Equipment 80.3 74.8 Flares, Incinerators and Others 8.0 11.2 Process Plant 11.8 14.0 Geography Q2 FY26 (%) H1 FY26 (%) Domestic 89.4 85.7 Exports 10.6 14.3 End User Industry Q2 FY26 (%) H1 FY26 (%) Oil and gas 33.4 35.6 Petroc
Slide 10: Order Book Development
Order Book Development Order Book grew by 1.4x Order Inflow up by 1.2x (Rs. mn) (Rs. mn) 18,499 10,485 13,116 10,819 9,287 8,792 H1 FY25 FY25 H1 FY26 H1 FY25 FY25 H1 FY26 9
Slide 11: Q2 and H1 FY26 PAT Components
Q2 and H1 FY26 PAT Components Particulars (Rs. Mn) Q2 FY26 Q2 FY25 YoY (%) Q1 FY26 QoQ (%) H1FY26 H1FY25 YoY (%) Total Revenue 1,842.1 1,073.8 71.6% 1,029.7 78.9% 2,871.8 1,981.3 44.9% Operating expenses 1,388.1 736.4 88.5% 787.4 76.3% 2,175.5 1,291.8 68.4% Operating Profit 454.0 337.4 34.6% 242.3 8
Slide 12: 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 13: 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 14: Visit Our Real Time ESG Disclosure Platform
Visit Our Real Time ESG Disclosure Platform JNK India Website JNK India ESG Profile Access to ESG AI Agent Download factsheet ESG data Map our ESG framework with 35+ different frameworks Search for keywords Over 12 factors and 200+ KPI With this new AI-powered enhancement, our ESG Profile now enable
Slide 15: Awards
Awards “Safety Contractor of the Month” Awarded to JNK site team by Reliance and its project consultant for the Reliance Project highlighting our dedication to safety and excellence. 14
Slide 16: Shareholding update
Shareholding update September 30, 2025 June 30, 2025 Non Promoter, Non Promoter, 32.40% 32.40% Promoter, Promoter, 67.60% 67.60% Shareholders September 30, 2025 June 30, 2025 Number of Number of % % Shares in Mn Shares in Mn Mascot Capital & Marketing Private Limited (Corporate Promoter –India) 18.1
Slide 17: 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