Jnk India Limited · NSE:JNKINDIA
Jnk India — Q3 FY26 Earnings Presentation
19 slides from Jnk India's earnings presentation, Feb 9, 2026
Slide 1: Q3 and 9MFY26 Earnings Presentation filing letter
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: February 9, 2026 To, To,
Slide 2: Q3 and 9M FY26 Earnings Presentation
Q3 and 9M FY26 Earnings Presentation February 9, 2026
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. With the addition of a new
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 “In Q3 FY26, JNK India continued to demonstrate strong performance, driven by consistent demand across its key verticals. The company reported Total Revenue of Rs. 2,062.3 Mn, reflecting a year-on-year growth of 112.8% compa
Slide 6: JNK Chemdist Technologies Private Limited
JNK Chemdist Technologies Private Limited ▪ JNK India entered a joint venture with the founders of Chemdist Group to develop green hydrogen and other sustainable fuels, chemicals and carbon capture systems. JNK India holds 51% of equity share capital and remaining 49% is held by the founders of Chem
Slide 7: Key Performance Highlights
Key Performance Highlights >2X >2X >3X >6X Rs. 2,062.3 Mn Rs. 560.2 Mn Rs. 295.1 Mn Rs. 180.2 Mn Q3FY26 Total Revenue Operating Profit EBITDA Profit After Tax Margin : 27.2% Margin : 14.3% Margin : 8.7% ~2X >1X ~2X ~2X Rs. 4,934.1 Mn Rs. 1,256.6 Mn Rs. 590.2 Mn Rs. 321.7 Mn 9MFY26 Total Revenue Oper
Slide 8: 9M FY26 Diversified Order Book and Inflow Mix
9M FY26 Diversified Order Book and Inflow Mix Key Activities Order Book (%) Order Inflow (%) Heating Equipment 89.57 92.22 Flares, Incinerators and Others 2.53 0.40 Process Plant 5.25 3.27 Special Fabricated Equipment 2.65 4.11 Total 100.00 100.00 Geography Order Book (%) Order Inflow (%) Domestic 9
Slide 9: Q3 and 9M FY26 Revenue Composition
Q3 and 9M FY26 Revenue Composition Key Activities Q3 FY26 (%) 9M FY26 (%) Heating Equipment 59.6 71.5 Flares, Incinerators and Others 6.3 7.3 Process Plant 26.6 18.0 Special Fabricated Equipment 7.5 3.2 Total 100.00 100.00 Geography Q3 FY26 (%) 9M FY26 (%) Domestic 88.8 87.0 Exports 11.2 13.0 Total
Slide 10: Order Book Development
Order Book Development Rs. Mn Order Book grew by 1.4x Order Inflow up by 1.2x 11,372 17,611 8,848 12,269 9M FY25 9M FY26 9M FY25 9M FY26 9
Slide 11: Enhancing Profitability
Enhancing Profitability Revenue (Rs. Mn) EBITDA (Rs. Mn) Profit after Tax (Rs. Mn) 1.9x 1.6x 1.7x 322 590 4,934 6.3x 2.1x 3.0x 373 180 2,950 170 295 130 2,062 223 1,842 969 100 28 Q3FY25 Q2 FY26 Q3FY26 9MFY25 9MFY26 Q3FY25 Q2 FY26 Q3FY26 9MFY25 9MFY26 Q3FY25 Q2 FY26 Q3FY26 9MFY25 9MFY26 Figures for
Slide 12: Q3 and 9M FY26 PAT Components
Q3 and 9M FY26 PAT Components Particulars (Rs. Mn) Q3 FY26 Q3 FY25 YoY (%) Q2 FY26 QoQ (%) 9M FY26 9M FY25 YoY (%) Total Revenue 2,062.3 969.2 nm 1,842.1 11.9% 4,934.1 2,950.5 67.2% Operating expenses 1,502.0 676.3 nm 1,388.1 8.2% 3,677.5 1,968.1 86.9% Operating Profit 560.2 292.9 91.3% 454.0 23.4%
Slide 13: 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 14: 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 15: JNK Website ESG Factors (15)
AI - ESG Profile: 15 Factors and 412 Subfactors Integrated with AI Assistance ESG Disclosure Platform Chatbot JNK Website JNK India ESG Profile Link (Click Here) Management Approach (3) Company Overview (11) Board of Directors (8) Resilience (5) ESG Factors (15) Environment (35) Social (63) Governan
Slide 16: ESG Quantitative Performance Metrics
ESG Quantitative Performance Metrics FY2025 Environment Social Governance Other Factors 79.36 GJ Materiality ISO 9001:2015 100% Nil Renewable Energy Facilities Assessed Facilities Reported Assessment Quality Management Consumed Conducted System 50 kWp 100% 100% 12% Women ISO 14001:2015 Employees Rec
Slide 17: Awards
Awards “Safety Contractor of the Month” RIL Nagothane site team consistently awarded the Best Safety Contractor of the Month. This recognition reflects the team strong commitment to maintaining safety standards and operational discipline 16
Slide 18: Shareholding update
Shareholding update December 31, 2025 September 30, 2025 Non Promoter, Non Promoter, 32.21% 32.40% Promoter, Promoter, 67.79% 67.60% Shareholders December 31, 2025 September 30, 2025 Number of Number of % % Shares in Mn Shares in Mn Mascot Capital & Marketing Private Limited (Corporate Promoter –Ind
Slide 19: 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