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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Market Sentiment9/10
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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
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