John Cockerill India Limited · BSE:COCKERILL
John Cockerill India — Q2 CY26 Earnings Presentation
27 slides from John Cockerill India's earnings presentation, Aug 13, 2026
Slide 1: BSE filing cover letter for investor presentation
Ref.: JCIL/BSE/2026 Date: August 13, 2026 To, The Secretary, BSE Limited, Mumbai - 400 001. Scrip Code: 500147 Dear Sir/Madam, Sub.: Investor Presentation on the Unaudited Financial Results (Standalone & Consolidated) for the quarter and six months ended June 30, 2026 Pursuant to the provisions of R
Slide 2: John Cockerill India Limited Investor Presentation Q2 CY26
John Cockerill India Limited Investor Presentation Q2 CY26 | August 2026 Revolutionising the Steel Industry 200+ Years 28+ Countries 8000 INR 6.4 Bn JC Group JC Group Employees in JC Group JCIL Conso H1’CY26 Revenue Engineering Legacy Global Presence 399 Employees in JCIL
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by John Cockerill India Limited (the “Company” / “JCIL”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe
Slide 4: Chairman's Message
Chairman's Message “The previous quarter marked a new chapter for John Cockerill, with the consolidation of our Chinese, German, and Belgian entities under JCIL, creating a more integrated, agile, and cohesive organization. We delivered another quarter of strong year-on-year growth in Q2 CY26. Stand
Slide 5: Financial & Operational Performance Q2 & H1 CY26
Financial & Operational Performance Q2 & H1 CY26 ENGINEERING | DESIGN | MANUFACTURING | ERECTION & COMMISSIONING | VALUE SERVICES
Slide 6: Standalone Financial Highlights — Q2 & H1 CY26
Standalone Financial Highlights — Q2 & H1 CY26 Business on strong footing with robust Order Book providing strong visibility for the coming years Revenue grew strongly by 82% and Revenue Material Margin 120% Y-o-Y in Q2 and H1 CY26 Q2 H1 Q2 H1 respectively. Sequential drop in revenue in Q2 due to ac
Slide 7: Standalone Profit and Loss Statement – Q2 & H1 CY26
Standalone Profit and Loss Statement – Q2 & H1 CY26 Standalone Profit and Loss Statement (₹ mn) Q2 CY26 Q2 CY25 Y-o-Y H1 CY26 H1 CY25 Y-o-Y Revenue from Operations 1,491.8 821.2 81.7% 3,492.2 1,585.4 120.3% Raw Material Cost 848.3 426.6 1,934.1 815.4 Material Margin 643.5 394.5 63.1% 1,558.1 770.0 1
Slide 8: Standalone Balance Sheet
Standalone Balance Sheet ASSETS (₹ mn) Jun-26 Dec-25 EQUITY AND LIABILITIES (₹ mn) Jun-26 Dec-25 Non-Current Assets Shareholders' Funds Property, Plant and Equipment 528.5 506.0 Share Capital 49.4 49.4 Capital WIP 26.5 11.4 Reserves & Surplus 2,043.7 2,052.1 Investment Properties 0.0 0.0 Total Share
Slide 9: Consolidated Financial Highlights — Q2 & H1 CY26
Consolidated Financial Highlights — Q2 & H1 CY26 Chinese, German and Belgian entities merged under JCIL w.e.f. 01st January 2026 Revenue grew by 18% and 36% Y-o-Y in Revenue Material Margin Q2 and H1 CY26 respectively. Q2 H1 Q2 H1 Sequential drop in revenue in Q2 driven by India business due to acco
Slide 10: Consolidated Profit and Loss Statement – Q2 & H1 CY26
Consolidated Profit and Loss Statement – Q2 & H1 CY26 Consolidated Profit and Loss Statement (₹ mn) Q2 CY26 Q2 CY25 Y-o-Y H1 CY26 H1 CY25 Y-o-Y Revenue from Operations 2,985.6 2,532.6 17.9% 6,430.8 4,741.6 35.6% Raw Material Cost 1,885.6 1,665.6 3,428.7 2,664.1 Material Margin 1,100.0 867.0 26.9% 3,
Slide 11: Consolidated Balance Sheet
Consolidated Balance Sheet ASSETS (₹ mn) Jun-26 Dec-25 EQUITY AND LIABILITIES (₹ mn) Jun-26 Dec-25 Non-Current Assets Shareholders' Funds Property, Plant and Equipment 565.0 525.4 Share Capital 49.4 49.4 Capital WIP 26.5 11.4 Reserves & Surplus -1,007.8 -733.3 Right of Use Assets 199.1 164.6 Total S
Slide 12: Strengthening Our Presence in China
Strengthening Our Presence in China The inauguration of our new Shanghai office marks an important milestone in strengthening John Cockerill’s presence in China and reinforcing our commitment to serving customers closer to their markets. The new office will support stronger customer engagement, loca
Slide 13: Advanced Thermal Spray Rolls Coating Facility Inaugurated at Taloja
Advanced Thermal Spray Rolls Coating Facility Inaugurated at Taloja A significant step forward in strengthening our Services & Energy Efficiency (SEE) business and expanding our Value services for the steel industry. The new facility enhances our capabilities in advanced thermal spray coating of rol
Slide 14: A Reminder of Who We Are
A Reminder of Who We Are John Cockerill India Limited
Slide 15: Metals Business — Three Pillars
Metals Business — Three Pillars A trusted global supplier of sustainable & high-performance solutions for the steelmaking industry Iron & Steel Making Services & Energy 01 Processing & Rolling 02 Technology 03 Efficiency ▸ Pickling Lines & Solutions ▸ **Volteron — CO₂-free steelmaking ▸ Fit-to-purpo
Slide 16: Revolutionary Technology — Jet Vapor Deposition (JVD)
Revolutionary Technology — Jet Vapor Deposition (JVD) A breakthrough in zinc coating — developed in partnership with ArcelorMittal An advanced coating process that vaporizes zinc in a vacuum 1 Million Tons 2x Faster and deposits it onto steel at sonic speeds, creating a uniform, JVD coated steel alr
Slide 17: Steel Sector Outlook & India Opportunity
Steel Sector Outlook & India Opportunity India — The World's Fastest Growing Steel Market Growth Drivers for JCIL #2 World's 2nd Largest Crude Steel Producer Innovation & Technology New routes for better efficiency — JVD, Volteron , hydrogen ~152 MT | ~9% global share steelmaking Steel capacity targ
Slide 18: Business Strategy & Way Forward
Business Strategy & Way Forward Portfolio of Technologies in Steelmaking 01 Establish a market relevant portfolio of technologies in green steel, high strength steel and become a global Tier 1 steelmaking solutions provider. Fostering Global Partnerships 02 Foray into upstream steel making processes
Slide 19: Board of Directors
Board of Directors Mr. Francois-David MARTINO Mr. Frederic MARTIN Mr. Vivek BHIDE Mr. Frederic LEMAITRE Chairman Managing Director Non-Executive Director Non-Executive Director 25+ years of international management 35+ years of international business 30+ years of international 25+ years of experienc
Slide 20: India Leadership Team
India Leadership Team Mr. Frederic Martin Mr. Ujwal Kawale Mr. Deepak Chindarkar Managing Director Chief Operating Officer Chief Financial Officer 20+ years in Steel Industry across 38+ years experience in Finance Services, 35+ years in international business manufacturing & projects legal, regulati
Slide 21: Global Leadership Team
Global Leadership Team Mr. Frederic Martin Mr. Gregory TOURNAY Mr. Pierre Mertens Mr. BRUSINI Emanuele Head – Strategy & Innovation Head - Sales Head – Services & Energy Efficiency CEO Global 20+ years in Metals, Hydrogen, Water 20+ years in industrial transformation 30+ years in Sales & Managing 35
Slide 22: Historical Financial Performance
Historical Financial Performance ENGINEERING | DESIGN | MANUFACTURING | ERECTION & COMMISSIONING | VALUE SERVICES
Slide 23: Standalone Historical Performance Highlights
Standalone Historical Performance Highlights Revenue (INR Mn) EBITDA (INR Mn) Profit Before Tax (INR Mn) (1) 6,666 261 261 229 4,837 162 3,887 3,576 114 66 FY23 9M CY24 CY25 -38 -72 ended Dec-23* FY23 9M CY24 CY25 FY23 9M CY24 CY25 ended ended Dec-23* Dec-23* Material Margin (%) EBITDA Margin (%) Pr
Slide 24: Standalone Profit and Loss Statement
Standalone Profit and Loss Statement Profit and Loss Statement (INR Mn) CY25 CY24 9M ended Dec-23 * FY23 Revenue from Operations 3,575.9 3,887.3 6,666.3 4,837.0 Raw Material Cost 1,617.7 2,446.8 4,976.2 3,320.3 Material Margin 1,958.2 1,440.5 1,690.0 1,516.7 Material Margin (%) 54.8% 37.1% 25.4% 31.
Slide 25: Standalone Balance Sheet
Standalone Balance Sheet ASSETS (INR Mn) Dec-25 Dec-24 Dec-23 Mar-23 EQUITY AND LIABILITIES (INR Mn) Dec-25 Dec-24 Dec-23 Mar-23 Non-Current Assets Shareholders' Funds Property, Plant and Equipment 506.0 474.0 489.1 469.2 Share Capital 49.4 49.4 49.4 49.4 Capital WIP 11.4 47.9 7.2 15.5 Reserves & Su
Slide 26: Standalone Abridged Cash Flow Statement
Standalone Abridged Cash Flow Statement 9M ended Abridged Cash Flow Statement (INR Mn) CY25 CY24 FY23 Dec-23* Profit/(Loss) Before Tax 113.5 -71.7 260.7 161.8 Adjustments for Non-Cash and Non-Operational Expenses / (Incomes) 215.7 49.4 16.0 -59.5 Operating Profit / (Loss) Before Working Capital Chan
Slide 27: Thank You
Thank You For more information, please contact Company Investor Relations Advisor John Cockerill India Limited Strategic Growth Advisors Pvt. Ltd. Ms. Nidhi Salampuria | Company Secretary Mr. Sagar Shroff / Mr. Tanay Shah investors.jcil@johncockerill.com sagar.shroff@sgapl.net +91 96197 62727 +91 98