Jindal Drilling & Industries Ltd. · NSE:JINDRILL
Jindal Drilling & Industries — Q2 FY26 Earnings Presentation
14 slides from Jindal Drilling & Industries's earnings presentation, Nov 4, 2025
Slide 1: Stock exchange cover letter: Earnings Presentation for Q2 FY26
E-Communication JDIL/SECT/SE/2025-26 04 November 2025 BSE Limited National Stock Exchange of India Limited 25th Floor, P.J. Towers, Exchange Plaza, C-1, Block-G, Dalal Street, Mumbai-400001 Bandra - Kurla Complex Bandra (E), Mumbai-400051 Security Code: 511034 Security Code: JINDRILL Sub: Earnings P
Slide 2: Earnings Presentation Quarter ending 30 September 2025
Earnings Presentation Quarter ending 30 September 2025 04 November 2025 1
Slide 3: Forward-looking statements disclaimer
This document contains “forward-looking statements” about our business, financial performance, skills and prospects. Statements about our plans, intentions, expectation, beliefs, estimates, prediction or similar expression for the future are forward-looking statements. Forward looking statements are
Slide 4: About us
About us ➢ Leading offshore drilling services contractor in India’s oil & gas sector ➢ Over 35 years of offshore drilling experience ➢ Efficient and experienced operational & management team ➢ Delivering high level of customer satisfaction ➢ Excellence through stringent safety measures ➢ Offshore ja
Slide 5: Rigs on long term contracts
Rigs on long term contracts Rig name Built Design Status Discovery-I 2008 K’FELS B-Class Owned 1975 with life Jindal Supreme enhancements in Marathon Letourneau 84F Owned 2006 / 2016 / 2020 Virtue-I 2008 K’FELS B-Class Rented Jindal Star 2013 Letourneau 116E Rented Jindal Explorer 2014 K’FELS B-Clas
Slide 6: Rigs – Order book (approx.) as on 30/09/2025
Rigs – Order book (approx.) as on 30/09/2025 Operating Day Order book (approx.) Rig name Contract Duration Rate (USD) USD mn Rs. crore Discovery-I May 23 - May 26 48,324 11 95 Jindal Supreme October 24 - October 27 88,859 63 559 Virtue-I October 23 - October 26 80,633 31 273 Jindal Star July 23 - Ju
Slide 7: Rigs – Bifurcation of order book as on 30/09/2025
Rigs – Bifurcation of order book as on 30/09/2025 Rs. crore Rig name H2 FY26 FY27 FY28 FY29 Total Discovery-I 75 20 95 Jindal Supreme 137 273 149 559 Virtue-I 124 149 273 Jindal Star 68 46 114 Jindal Explorer 47 109 109 63 328 Total 451 597 258 63 1369 ➢ Above figures are approximate calculations of
Slide 8: Quarterly Highlights
Quarterly Highlights Total revenue EBIDTA & EBIDTA % 347 375 120 42% 39% 54% 254 264 263 34% 36% 250 183 80 36% 87 107 93 18% 81 125 40 18% Rs. crore Rs. crore 31 0 0 0% Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 PAT & PAT % EPS 42 150 60% 45 121 100 51% 40% 30 17 18 19 49
Slide 9: Profit & Loss - Comparison
Profit & Loss - Comparison Rs. crore Particulars Q2 FY26 Q1 FY26 Q2 FY25 H1 FY26 H1 FY25 FY25 FY24 Revenue from operations 238 254 173 492 344 828 617 Add: Other income 109 9 10 118 23 56 29 Total revenue 347 263 183 610 367 884 646 Less: Expenses Operational expenses (106) (119) (117) (226) (227) (
Slide 10: Annual Highlights
Annual Highlights Rs. crore Total revenue EBIDTA & EBIDTA % 1200 884 360 45% 34% 32% 646 26% 29% 800 240 30% 559 406 452 237 14% 199 400 120 175 15% Rs. crore Rs. crore 110 57 0 0 0% FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 PAT & PAT % EPS 141 60 150 42% 49 112 114 39 39 100 28% 40 65 22 50
Slide 11: EBIDTA Mix
EBIDTA Mix Rs. crore Q2 FY26 Q1 FY26 5 5 Rig Total - 93 Total - 107 88 102 Directional Drilling Q2 FY25 FY25 20 1 5 Mud Logging Total - 31 Total - 237 26 216 10
Slide 12: Borrowings – Gross & Net Debt
Borrowings – Gross & Net Debt Rs. crore Particulars September 25 March 25 Loan for rig refurbishment 104 139 ➢ Gross debt continues to Gross debt (A) 104 139 reduce Working capital borrowing (B) 13 26 Less: Loans receivable from JV - (151) ➢ Net cash position improves Liquid investments (324) (119)
Slide 13: Shareholding Structure – 30 September 2025
Shareholding Structure – 30 September 2025 29.67% 64.40% Marquee Investors ➢ Altitude Investment Fund PCC 5.93% ➢ Ashish Chugh Promoters Public > 1% Public - Others 12
Slide 14: Investor Contact
Investor Contact Kaushal Bengani Deputy General Manager Investor Relations & Finance Tel. No.: +91-124-4624177 E-Mail: kaushal@jindaldrilling.in
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