BSECompany Update4d ago · 6 Nov 2026, 11:02 am

Pursuant to Regulation 30 of SEBI (LODR) Regulation 2015, we are enclosing herewith investor presentation for Q2 and H1FY27.

JNK India Ltd · 544167

✦ AI Summary▲ PositiveResults

JNK India Ltd. has released its Q2 and H1FY27 investor presentation, highlighting a 31.2% YoY growth in total operational revenue to Rs. 370.2 Crores. The company maintains its FY27 revenue growth guidance of 20–25% and EBITDA margin guidance of 12–14%. It has a strong order book of Rs. 1,662 crores and an order pipeline of Rs. 5,000 Crores.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk5/10
Liquidity Impact9/10
Market Sentiment8/10

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JNK India Ltd - 544167 - Announcement under Regulation 30 (LODR)-Investor Presentation

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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, BSE Limited, National Stock Exchange of India Limited, The General Manager, The Manager, Listing Department, Department of Listing Operations, Exchange Plaza, C-1, Block-G, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (East), Dalal Street, Mumbai – 400 001 Mumbai – 400 051 Scrip code: 544167 Security Symbol: JNKINDIA Dear Sir/Madam, Sub.: Q2 and H1FY27 Investor Presentation Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith a copy of Q2 and H1FY27 Investor Presentation. We request you to take note of the same. Thanking you, Yours faithfully, For JNK India Limited Ashish Soni Company Secretary and Compliance Officer Encl: a/a INVESTOR PRESENTATION Engineering Q2 & H1FY27 Excellence, Results Delivered. November 2026 JNK India Ltd. · NSE: JNKINDIA · BSE: 544220 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, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. This Presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward looking statements become materially incorrect in future or update any forward looking statements made from time to time by or on behalf of the Company. 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 delays and monsoon related disruption. As we move into H2FY27, we remain confident in our growth outlook and continue to maintain our FY27 revenue growth guidance of 20–25% and EBITDA margin# guidance of 12–14%. Given the project-based nature of our business, the second half of the year is typically more execution-intensive, with H2 historically contributing around 60–70% of our annual revenue, driven by progress in ongoing projects and anticipated order conversions. On the order front, we continue to strengthen our presence across domestic and international markets. We recently received an order from JNK Global for the supply of a Heater Package in Nigeria, along with orders from an Indian customer for Flares and Incinerators. These wins reflect the confidence our customers place in our technical expertise and execution capabilities. Our order book as on September 30, 2026 stands at Rs. 1,662 crores, providing a strong foundation for future execution and growth. Beyond our existing order book, we continue to see healthy traction across opportunities, with an order pipeline of Rs. 5,000 Crores (excluding recent order wins). The pipeline reflects a healthy mix of domestic and international opportunities, and we expect some of these opportunities to translate into orders in the coming period. Alongside strengthening our core business, we are also focused on expanding into new and adjacent opportunities across renewable energy and related industries. Our objective is to leverage the technical capabilities and experience built over the years Mr. Arvind Kamath while gradually broadening our presence in emerging sectors. Chairperson and Whole Time Director Overall, our focus remains on capturing emerging opportunities and converting our order pipeline into new orders. Our strong order book, coupled with our growing execution track record, will further strengthen our market presence and support us in sustaining our growth trajectory over the long term." #based on Total Operational Revenue 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 • Domestic Order • Secured two orders aggregating Rs 30 cr for flare packages with an execution timeline of 16 months • Order 1 - Design, engineering, manufacture, procurement, supply on delivery at site basis • Order 2 - Installation, erection, pre-commissioning, commissioning, performance test & Mar-24 Mar-25 Mar-26 Sep’26 handover Order Inflow Strong Order Bidding Pipeline 1,694 • ~Rs 5,000 cr (ex recent order wins) of orders currently under bidding across Domestic and Export markets • Balanced bidding pipeline with a 50:50 split between Domestic and Export markets • Continued focus on diversifying the order pipeline across geographies and sectors (new sectors metals and minerals) Mar-24 Mar-25 Mar-26 Nov-27* *Till 5th November’26 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 48.9 488.7 482.3 55.2 370.2 30.1 194.1 205.2 29.9 227.6 41.0 18.0 39.4 22.9 29.0 13.2 18.0 187.5 96.8 120.4 181.8 20.8 2.8 13.3 107.4 22.4 15.3 12.2 7.7 182.7 19.6 13.0 97.2 18.7 9.6 90.7 102.8 12.1 3.9 6.4 37.0 7.9 6.8 1.11.127 FY24 FY25 FY26 H1FY27 FY24 FY25 FY26 H1FY27 FY24 FY25 FY26 H1FY27 Q1 Q2 Q3 Q4 Financial information for the previous periods have been regrouped/reclassified to conform to the appropriate presentation and comparability of financial information, wherever necessary Consolidated Profit & Loss Statement Particulars (Rs. Cr) Q2FY27 Q2FY26 YoY H1FY27 H1FY26 YoY FY26 Revenuefrom 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 138.5 138.8 274.4 217.6 625.7 Gross Profit 49.1 42.6 15.3% 95.8 66.4 44.4% 205.1 Gross Profit Margin 26.2% 23.5% 25.9% 23.4% 24.7% Employee Cost 21.0 14.4 39.4 27.6 66.5 Other Expenses 7.3 8.7 17.0 12.5 34.5 EBITDA 20.8 19.5 6.6% 39.4 26.3 50.0% 104.2 EBITDA Margin 11.1% 10.8% 10.6% 9.2% 12.5% Other Income 5.1 2.8 8.4 3.3 7.2 Depreciation 3.5 1.7 6.4 3.2 8.8 [Showing first 8,000 characters — download PDF for full document]