JNK India Limited · NSE:JNKINDIA
JNK India — Q2 FY27 Earnings Presentation
25 slides from JNK India's earnings presentation, Nov 6, 2026
Slide 1: Q2 and H1FY27 Investor 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: November 6, 2026 To, To,
Slide 2: Q2 & H1FY27 Results: Engineering Excellence, Delivered
Engineering INVESTOR PRESENTATION Q2 & H1FY27 Excellence, Results Delivered. November 2026 JNK India Ltd. · NSE: JNKINDIA · BSE: 544220
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by JNK India Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities,
Slide 4: Management Commentary
Management Commentary “We continued to build on our growth momentum in H1FY27, delivering healthy 31.2% YoY growth in total operational revenue to Rs. 370.2 Crores. The performance reflects strong underlying business momentum, despite temporary execution challenges during Q2 arising from shipment de
Slide 5: Order Book Details
Order Book Details Rs. In Cr Order Book Order Wins 1,961 • International Order 1,662 o Secured a worth around Rs 500 cr for heater package for a project in Nigeria o The project involves design, engineering, manufacturing, supply and transportation, with an 1,082 18-month delivery timeline • Domesti
Slide 6: H1FY27 Consolidated Financial Highlights
H1FY27 Consolidated Financial Highlights Rs. In Cr Total Operational Revenue EBITDA Profit after Tax 830.8 104.3 64.7 107.1 62.7 341.0 16.7 35.9 32.6 48.9 482.3 488.7 55.2 194.1 370.2 30.1 227.6 205.2 29.9 41.0 18.0 39.4 22.9 29.0 13.2 18.0 187.5 96.8 9.8 120.4 181.8 20.8 2.8 13.3 107.4 22.4 15.3 12
Slide 7: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. Cr) Q2FY27 Q2FY26 YoY H1FY27 H1FY26 YoY FY26 Revenue from Operations 184.0 178.4 3.2% 364.0 277.5 31.2% 818.6 Other Operating Income 3.5 3.0 6.2 6.5 12.3 Total Operational Revenue 187.5 181.4 3.4% 370.2 283.9 30.4% 830.8 Operating Expenses 138.5
Slide 8: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars in Rs. Cr) Sep-26 Mar-26 Particulars in Cr) Sep-26 Mar-26 Non-Current Assets 95.2 92.7 Equity 591.3 568.0 Property, Plant & Equipment 24.3 14.2 Equity Share Capital 11.2 11.2 Right of Use Assets 17.4 19.5 Other Equity 579.5 556.5 Capital work-in-progress 2.1 8.
Slide 9: Consolidated Cashflow Statement
Consolidated Cashflow Statement Particulars (in Rs. Cr) Sep-26 Sep-25 Profit before Income Tax 32.1 19.8 Changes in working capital -14.1 -4.2 Cash generated from operations 18.0 15.6 Direct taxes paid (net of refund) -15.2 -5.2 Net Cash from Operating Activities 2.8 10.3 Net Cash from Investing Act
Slide 10: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (Rs. Cr) Q2FY27 Q2FY26 YoY H1FY27 H1FY26 YoY FY26 Revenue from Operations 171.7 178.3 -3.7% 335.3 277.1 21.0% 755.6 Other Operating Income 3.5 3.0 6.5 6.2 12.3 Total Operational Revenue 175.2 181.3 -3.4% 341.7 283.3 20.6% 767.9 Operating Expenses 132.7
Slide 11: Standalone Balance Sheet
Standalone Balance Sheet Particulars (in Rs. Cr) Sep-26 Mar-26 Particulars (in Rs. Cr) Sep-26 Mar-26 Non-Current Assets 81.1 67.9 Equity 591.5 566.6 Property, Plant & Equipment 21.1 12.9 Equity Share Capital 11.2 11.2 Right of Use Assets 14.6 16.0 Other Equity 580.4 555.4 Capital work-in-progress 2.
Slide 12: Standalone Cashflow Statement
Standalone Cashflow Statement Particulars (in Rs. Cr) Sep-26 Sep-25 Profit before Income Tax 35.8 20.4 Changes in working capital -10.0 -0.3 Cash generated from operations 25.7 20.1 Direct taxes paid (net of refund) -15.0 -5.2 Net Cash from Operating Activities 10.7 14.9 Net Cash from Investing Acti
Slide 13: Our Business
JNK OUR BUSINESS
Slide 14: Evolution of JNK India
Evolution of JNK India Received first purchase order for supply of natural gas and bio-compressed natural gas reforming-based hydrogen infrastructure Also received first purchase order for flare systems, in Nigeria JNK India incorporated Listed on BSE & NSE 2010 2019 2021 2022 2024 2024-26 Received
Slide 15: Product Portfolio
Product Portfolio Process Fired Heaters Reformers Cracking Furnaces Flare Systems Incinerators Renewable Energy Systems Process Plant 14
Slide 16: JNK India at a Glance
JNK India at a Glance Engineering High-Performance Combustion Equipment and Technology based Our Offerings solutions that power critical industries and shape a sustainable energy future Combustion Equipment Waste Gas handling system Process Fired Heaters Flares STRATEGIC COLLABORATION WITH JNK Refor
Slide 17: Our Core Solutions – Combustion Equipment
Our Core Solutions – Combustion Equipment Fired Heaters Reformers Cracking Furnaces Heats crude oil and process streams in Converts natural gas into hydrogen and Cracks hydrocarbons into ethylene, propylene refineries and chemical plants synthesis gas at high temperature and other petrochemical prod
Slide 18: Our Core Solutions – Waste Gas Handling Systems
Our Core Solutions – Waste Gas Handling Systems Flare System Incinerator ▪ Burns process gases released during normal operating ▪ Burns hazardous gases or waste streams at controlled temperature ▪ Prevents pressure build-up and reduces explosion risk ▪ High destruction efficiency for harmful emissio
Slide 19: Our Core Solutions – Renewable Energy Systems
Our Core Solutions – Renewable Energy Systems 1 Focus on turnkey EPC solutions in the renewable energy space 2 Executes EPC of solar PV plants for Industrial, commercial and utility scale application Executes EPC of Hydrogen fuelling stations including onsite/ offsite hydrogen production, 3 compress
Slide 20: Strategic Joint Venture to Expand Technology Capabilities
Strategic Joint Venture to Expand Technology Capabilities JNK India (51%) Chemdist Technology (49%) Strategic Synergy ▪ EPC execution excellence ▪ Proprietary technologies ▪ Technology-led Growth ▪ Manufacturing & IP Platform capabilities ▪ Advanced R&D ▪ Diversified Revenue ▪ Global Project Executi
Slide 21: Customer Qualification & Execution Model
Customer Qualification & Execution Model Pre - Qualification by Execution & Repeat Orders & Long- Technical Evaluation Commercial Evaluation Vendor Approval Customers Performance term Partner ▪ Customers pre-qualify ▪ Detailed evaluation of ▪ Price competitiveness ▪ Final approval by the ▪ Engineeri
Slide 22: Strategy For Sustainable Growth
Strategy For Sustainable Growth Technology Leadership Strengthen Core Leadership Leverage global Deepen presence in technology & drive Process Heaters, innovation Reformers & Cracking Fumaces Diversify Portfolio Scale Waste Gas Handling, Hydrogen Infrastructure & Renewable Energy EPC Operational Exc
Slide 23: Fabrication Infrastructure – Mundra, Gujarat
Fabrication Infrastructure – Mundra, Gujarat Mundra, Gujarat Near Deep Draft Port Strategic proximity for ODC cargo handling Export Hub Well connected to global markets Our export-oriented fabrication hub strategically located near Mundra Port enables efficient Strategic SEZ Location modularization
Slide 24: Board of Directors
Board of Directors Arvind Kamath Goutam Rampelli Dipak Bharuka Bang Hee Kim Chairperson & WTD Vice Chairperson & WTD CEO & WTD Non Executive Director Experience in Capital Experience in fired heaters Experience in fired Experience in fired Equipment Industry & reformer packages heaters & reformer he
Slide 25: Thank You
THANK YOU Investor Relations Advisors: Company: Strategic Growth Advisors Pvt. Ltd. JNK India CIN: U74140MH2010PTC204285 CIN :L29268MH2010PLC204223 Mr. Mandar Chavan / Mr. Rahul Agarwal Annie Varghese +91 96993 82195 / +91 98214 38864M +91 226885 8000 Email: mandar.chavan@sgapl.net / rahul.agarwal@s