BSECompany Update5d ago · 14 Aug 2026, 10:16 pm

Outcome of meeting with Analysts/Institutional Investors held on August 14, 2026.

JNK India Ltd · 544167

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JNK India Ltd has informed about the outcome of meeting with Analysts/Institutional Investors held on August 14, 2026. The company briefed investors about its business and provided a corporate presentation.

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Earnings Impact5/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk3/10
Liquidity Impact8/10
Market Sentiment5/10

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JNK India Ltd - 544167 - Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

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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 August 14, 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: Outcome of meeting with Analysts/Institutional Investors - the SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015. We wish to inform you that further to our intimation dated August 7, 2026, wherein we had provided advance intimation of the participation in the Emkay Global Conference, the investors/analysts met during the group meetings were briefed about the Company. The investor presentation discussed during the meeting is enclosed for records. Kindly take the same on your records. Thanking you, Yours faithfully, For JNK India Limited Ashish Soni Company Secretary and Compliance Officer FY27 Engineering Excellence, CORPORATE PRESENTATION August 2026 Delivered. JNK India Ltd. · NSE: JNKINDIA · BSE: 544220 Safe Harbor This presentation and the accompanying slides (the “Presentation”), prepared by JNK India Limited (the “Company”), have been prepared solely for information purposes and do not constitute an offer, recommendation, or invitation to purchase or subscribe for any securities. They shall not form the basis of, or be relied upon in connection with, any contract or binding commitment. No offer of securities will be made except through a statutory offering document containing detailed information about the Company. This Presentation has been prepared based on information and data the Company considers reliable; however, the Company makes no representation or warranty, express or implied, as to the truth, accuracy, completeness, fairness, or reasonableness of its contents. This Presentation may not be all- inclusive and may not contain all information you may consider material. Any liability in respect of its contents, or any omission from it, is expressly excluded. This Presentation contains certain forward-looking statements concerning the Company’s future business prospects and profitability, which are subject to risks and uncertainties, and actual results could differ materially. These risks include, but are not limited to, fluctuations in earnings, the Company’s ability to manage growth, domestic and international competition, economic growth in India and abroad, the ability to attract and retain skilled professionals, time and cost overruns on contracts, the ability to manage international operations, and prevailing government policies, regulations, interest rates, and fiscal costs. The Company undertakes no obligation to update any forward-looking statements, whether as a result of new information, future events, or otherwise. Our Journey Progress on the Successful execution of diversification strategy JNK Heaters, Korea a major export order in — forms JV with born out of Daelim Mexico takes the order Chemdist; order book > JNK India established Engineering book past Rs. 500 Cr Rs. 1,800 Cr 1998 2010 2022 2025 Early 2000s 2019–2021 2024 JNK Korea begins Received first overseas Listed on BSE & NSE; exploring the Indian order for heaters, and diversified into new market — partners with eventually flare systems, product streams; Mr. Arvind Kamath, then in Nigeria received first cracking an independent industry order on JNK India professional What We Do → Manufacturing & Installation, Erection & Thermal Design Process Engineering Project Management → → Construction Commissioning CAPABILITIES Combustion Equipment Waste Gas Handling Technology-Led & Green Special Fabricated Solutions Equipment ▪ Process Fired heaters ▪ Flare systems ▪ Process plants ▪ Distillation columns ▪ Reformers ▪ Incinerators ▪ Hydrogen production & ▪ Heat exchangers distribution systems ▪ Cracking furnaces ▪ Crystallisers ▪ Green hydrogen ▪ Reactors ▪ Green ammonia ▪ Pressure vessels SERVING Refineries · Petrochemical Industries · Fertilisers · Steel · Chemical & Pharma · Green / Renewable Energy Who Backs Us, and What Are Our Resources Fabrication Workshop in Mundra — Dedicated for Exports Relationship with JNK Global ▪ Quality-focused facility —20,243 sq. m. • Mutual co-operation across technology, ▪ 5,000 MT installed capacity, with 50 kWp solar power manufacturing, and global project execution ▪ Multi-product SEZ for export-oriented fabrication & modularisation ▪ Access to global expertise, design know-how ▪ Strategic location with access to global markets and proven references ▪ Proximity to a deep-draft port —advantage for ODC cargo handling ▪ Strong global collaboration enabling innovation and efficiency ▪ Global execution capabilities for complex projects JV company in Pune — Strategic focus on sustainable pharma and fuels ▪ Positioned for growth in underserved markets and new geographies ▪ EPC Execution excellence and global project delivery by JNK India ▪ Proprietary Technologies, IP and advanced R&D by JNK ChemdistTechnologies ▪ Synergies resulting in diversified revenue streams, technology-led growth and global market expansion ▪ Contribution to India’s Hydrogen Mission The team that leads us Arvind Kamath Goutam Rampelli Dipak Bharuka Bang Hee Kim Chairperson & WTD Vice Chairperson & WTD CEO & WTD Non Executive Director • Experience in Capital Equipment Industry • Experience in fired heaters & reformer • Experience in fired heaters & • Experience in fired heaters & reformer • Chemical Engineer packages industry reformer packages industry packages industry • Formerly with Sulzer Pumps, Mascot • Chemical Engineer • Mechanical Engineer & MBA • Bachelor’s degree in science Flowtech, Mascot Global • Formerly withLarsen and Toubro Limited • Formerly withLarsen and Toubro • Formerly with DL E&C CO, adjunct professor at and L&T Hydrocarbon Engineering Limited Yonsei University Sudha Bhushan Balraj Kishor Namdeo Mohammad Habibulla Raman Govind Rajan Independent Director Independent Director Independent Director Independent Director • Experience in Finance • Experience inoil and gas industry and the • Experience in hydrocarbon industry • Experience in oil and gas, chemicals and fertilisers • CA , CS petrochemical industry • Chemical Engineer industry • Formerly with Deloitte and Deloitte • Industrial Management • Formerly with L&T Chiyoda, L&T • Chemical Engineer & MBA • Formerly with Hindustan Petroleum, Ratnagiri • Formerly with Engineers India, GAIL, Rashtriya Touche Tohmatsu India Hydrocarbon Engineering Refinery, Petrochemicals Chemical & Fertilisers Experience Leadership | Strong Governance | Sustainable Growth How We Started FY27 Q1FY27 CONSOLIDATED PERFORMANCE TOTAL REVENUE EBITDA PROFIT AFTER TAX ₹186 Cr 3.1x 8.5x Growth of 80.6% YoY YoY growth · Margin of 11.8% YoY growth · Margin of 5.2% Q1FY27 STANDALONE PERFORMANCE TOTAL REVENUE EBITDA PROFIT AFTER TAX ₹170 Cr 3.1x 11.6x Growth of 65.7% YoY YoY growth · Margin of 14.0% YoY growth · Margin of 8.2% Q1FY27 Total Income includes revenue of Rs. 16.5 Cr from JNK Chemdist Limited, which was not part of the Group in Q1FY26 Financial information for previous periods has been regrouped/reclassified to conform to the current presentation, wherever necessary Q1FY27 Financial Highlights Rs. in Cr Total Income EBITDA Profit after Tax 838.0 111.3 64.7 104.5 62.7 345.0 16.7 32.6 52.3 32.6 499.0 480.0 64.7 204.0 206.0 30.1 224.0 41.1 27.5 29.9 29.5 13.2 18.0 97.0 186.0 121.0 184.0 21.9 107.0 21.9 15.4 22.3 12.2 7.7 9.6 97.0 13.0 38.0 91.0 103.0 8.9 12.1 7.2 3.9 6.4 FY24 FY25 FY26 Q1FY27 FY24 FY25 FY26 Q1FY27 FY24 FY25 FY26 Q1FY27 Q1 Q2 Q3 Q4 Q1FY27 Total Income [Showing first 8,000 characters — download PDF for full document]