Jyoti CNC Automation Limited (JYOTICNC) Earnings Call Transcripts

Jyoti CNC Automation Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Jyoti CNC Automation Limited reported a strong standalone revenue growth of 13% year-over-year, reaching INR 599 crores, while full-year revenue increased by 20% to INR 1,949 crores. However, consolidated revenue was impacted by a revenue reversal of INR 67 crores due to an ongoing investigation, leading to a consolidated revenue of INR 599 crores for the quarter. Management maintained a positive outlook, signaling that the company is on track to expand its capacity to 16,000 machines, which is expected to drive future growth.

Reported metrics

Guidance from management

Management remains optimistic about FY '27, expecting to ramp up utilization and improve cash flow as new capacity comes online. They reiterated confidence in maintaining EBITDA margins around 25%.

What management said

Yes. So the cost, Nishant, we have always a fixed cost base there, okay? We are not able to pass on the increase any cost to the customer there, okay? But we are naturally hedged over here because we have a very long manufacturing cycle and any new orders we are taking, we are able to increase the price. Let's say, today, in the last 2 months, we have seen the cost has been increased, close to 2 to 3 percentage ove...

Okay. Q4 alone is INR 600 crores. The total is INR 1,900 crores. And in Q4, let's say, we have executed 1,750 machines. So almost we crossed this quarter is more than 100% capacity. You can understand that how the situation we have faced there.

What analysts pressed on

Analysts expressed concerns regarding the ongoing investigation and its potential long-term impact on revenue recognition. There were also questions about the capacity constraints and how they would manage cash flow amidst rising working capital needs.

Main topics on the call

• Revenue Growth — Standalone revenue for Q4 FY '26 grew by 13% to INR 599 crores, while FY '26 revenue increased by 20% to INR 1,949 crores, reflecting strong demand across key sectors. Management noted, "We are witnessing our customers' ...
• Capacity Expansion Plans — Management confirmed that the plan to expand annual capacity to 16,000 machines is on track, with commercial operations expected to commence in Q2 FY '27. This expansion is seen as a major driver for the company's next p...
• Impact of Revenue Reversal — The ongoing investigation led to a revenue reversal of INR 67 crores, impacting consolidated revenue and profitability. Management clarified, "This does not represent a loss of revenue or cancellation of the orders, but ...
• Order Book Health — As of March 31, 2026, the outstanding order book stood at INR 4,732 crores, indicating strong demand and customer confidence. The order intake for Q4 FY '26 was INR 700 crores, driven primarily by the auto and general en...

Read the full Jyoti CNC Automation Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 7 Jyoti CNC Automation Limited earnings call transcripts on record, spanning November 18, 2024 to August 7, 2026. Based on this history, Jyoti CNC Automation Limited reports quarterly. The most recent call on file is dated August 7, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

JYOTICNC

Exchange

NSEI

Country

IN

Sector

Industrials

Industry

Machinery

Calls on record

7

First call

November 18, 2024

Most recent

August 7, 2026

Reporting cadence

quarterly