BSECompany Update6d ago · 13 Aug 2026, 06:10 pm

Pursuant to Regulation 30 of SEBI(LODR) Regulation, 2015, Please find attached investor presentation for the quarter ended June 30, 2026.

John Cockerill India Ltd-$ · 500147

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John Cockerill India Ltd has released its unaudited financial results for Q2 CY26, showing strong year-on-year growth in standalone revenue and consolidated revenue, with a consolidated order backlog of ₹45,989 million.

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Growth Catalyst9/10
Governance Concern1/10
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John Cockerill India Ltd-$ - 500147 - Announcement under Regulation 30 (LODR)-Investor Presentation

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Ref.: JCIL/BSE/2026 Date: August 13, 2026 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 Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Investor Presentation on the Unaudited Financial Results (Standalone & Consolidated) for the quarter and six months ended June 30, 2026. The presentation will also be uploaded on the Company’s website at www.johncockerillindia.com. We request you to kindly take the same on your records. Thanking you, Yours faithfully, For John Cockerill India Limited Nidhi N. Salampuria Company Secretary & Compliance Officer (FCS: 10448) Encl: As above John Cockerill India Limited Regd. Office: 1902, 19th Floor, Aurum Q2 IT Parc, • TTC Industrial Area, • Thane Belapur Road, Navi Mumbai 400 710 • India • Tel.: +91 9619762727 Workshop: A-84, 2/3 MIDC • Taloja Ind. Area • Dist. Raigad 410 208 • India • Tel.: +91 22 (0) 6673 1500 Workshop: Village Hedavali • Tal. Sudhagadh • Dist. Raigad 410 205 • India www.johncockerillindia.com • CIN: L99999MH1986PLC039921 johncockerill.com 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 ConsoH1’CY26 Revenue Engineering Legacy Global Presence 399 Employees in JCIL Safe Harbor Thispresentationandtheaccompanyingslides(the“Presentation”),whichhavebeenpreparedbyJohnCockerillIndiaLimited(the“Company”/ “JCIL”),havebeenpreparedsolelyforinformationpurposesanddonotconstituteanyoffer,recommendationorinvitationtopurchaseorsubscribe foranysecurities,andshallnotformthebasisorbereliedoninconnectionwithanycontractorbindingcommitmentwhatsoever.Noofferingof securitiesoftheCompanywillbemadeexceptbymeansofastatutoryofferingdocumentcontainingdetailedinformationabouttheCompany. 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 informationthatyoumayconsidermaterial.Anyliabilityinrespectofthecontentsof,oranyomissionfrom,thisPresentationisexpresslyexcluded. ThispresentationcontainscertainforwardlookingstatementsconcerningtheCompany’sfuturebusinessprospectsandbusinessprofitability,which aresubjecttoanumberofrisksanduncertaintiesandtheactualresultscouldmateriallydifferfromthoseinsuchforwardlookingstatements.The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our abilitytomanagegrowth,competition(bothdomesticandinternational),economicgrowthinIndiaandabroad,abilitytoattractandretainhighly 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 caseanyoftheseforwardlookingstatementsbecomemateriallyincorrectinfutureorupdateanyforwardlookingstatementsmadefromtimeto timebyoronbehalfoftheCompany. 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. Standalone Revenue grew 82%, while Consolidated Revenue increased 18% year-on-year. While revenue in Q2 CY26 moderated sequentially, primarily due to project-related factors as we prepared to ramp up execution of new project orders, underlying demand remained strong. This was reflected in healthy customer enquiries and a strong pace of order wins. On a YTD basis, Standalone Revenue grew 120%, while Consolidated Revenue increased 36% in H1 CY26, highlighting the continued strength of the business. We are witnessing consistent and strong demand from customers, driven not only by capacity expansion but increasingly by investments in advanced processing technologies, electrical steel, downstream quality enhancement and plant modernization. At the end of the quarter, our consolidated order backlog stood at ₹45,989 million. This provides strong revenue visibility and reinforces our confidence in the growth trajectory of the business over the coming years. We have started executing several new orders secured recently, and these projects are still in their early stages. At this stage, we incur a number of initial project costs, without any margin contribution. This will build progressively as Mr. Francois-David execution advances. As these projects progress into more advanced stages of execution, we expect revenue and MARTINO margin contribution to increase, supporting stronger profitability over the medium term. Chairman This is already reflected in our YTD performance. Standalone EBITDA for H1 CY26 has increased more than five-fold compared to H1 CY25, while the Consolidated EBITDA loss has narrowed considerably from ₹27 crores in H1 CY25 to ₹19 crores in H1 CY26. This demonstrates that quarterly profitability can vary depending on the stage of project execution and revenue mix, while the underlying improvement becomes more visible on a Year-to-Date basis. In conclusion, I would like to say that the direction is clear, and the order backlog is stronger. As we enter the next phase of our growth journey, we are doing so from a significantly stronger foundation, supported by a robust order book, growing execution team, and a more integrated global operating platform. With India continuing to emerge as one of the most attractive steel investment markets globally, we believe the medium-to-long-term opportunity for JCIL remains substantial.” Financial & Operational Performance Q2 & H1 CY26 ENGINEERING | DESIGN | MANUFACTURING | ERECTION & COMMISSIONING | VALUE SERVICES 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 accounting-related factors. ₹ 1,492 mn ₹ 3,492 mn 43.1% 44.6% Underlying demand momentum +82% Y-o-Y +120% Y-o-Y 48.0% Y-o-Y 48.6% Y-o-Y continued to strengthen during the quarter, reflected in the order wins. Profitability in Q2 CY26 impacted by transitionary factors relating to some EBITDA PAT organisation realignment costs, Q2 H1 Q2 H1 consolidation & integration costs and the revenue mix. -₹ 34 mn ₹ 80 mn -₹ 46 mn ₹ 24 mn On YTD basis, profitability has shown +ve₹ 19 mnY-o-Y +439% Y-o-Y +ve₹ 17 mnY-o-Y +150% Y-o-Y strong improvement. ₹ 22,620 mn Order Book as of Jun-26 stands at 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% 1,558.1 770.0 102.4% Material Margin (%) 43.1% 48.0% -490 bps 44.6% 48.6% -400 bps Employee Cost 218.3 185.1 471.1 374.2 Other Expenses 459.1 190.1 1,006.9 380.9 EBITDA -33.9 19.3 N.M. 80.1 14.9 437.5% EBITDA Margin (%) -2.3% 2.4% N.M. 2.3% 0.9% 140 bps Depreciation 16.8 15.3 32.4 30.4 Other Income 20.6 25.7 48.6 39.2 EBIT -30.2 29.7 N.M. 96.3 23.7 306.6% EBIT Margin (%) -2.0% 3.6% N.M. 2.8% 1.5% 130 bps Finance Cost 40.7 6.5 92.1 10.7 Ex [Showing first 8,000 characters — download PDF for full document]