ResultsIQ

ResultsIQ › Latest results › Jai Balaji Industries Limited

Jai Balaji Industries Limited Q4 FY25 earnings call summary

NSE: JAIBALAJI · BSE: 532976

Earnings call of 14 May 2025, summarised by AI from the filing.

Jai Balaji guides FY26 revenue growth of 25-30% and EBITDA margin of 16-17%, after FY25 net term debt fell to ₹221 cr.

Key takeaways

  1. FY25 performance Revenue and EBITDA dropped annually; gross profit 36%, EBITDA 14%, margins 33%, ROE 26%.
  2. FY26 guidance Targeting revenue growth 25-30%, EBITDA margin 16-17%, DI pipe production surpassing 4 lakh tons.
  3. Debt reduction Net term debt cut from ₹871 cr in FY23 to ₹221 cr in FY25; net debt-to-EBITDA at 0.25.
  4. Demand risk Government order slowdown and delayed payments impacted FY25; recovery expected post-budget.

Original filing on BSE

Jai Balaji Industries Limited Q1 FY27 results

As filed: Revenue ₹1,683 cr (+24% year on year), EBITDA ₹151 cr (+18% year on year), PAT ₹85.2 cr (+20% year on year), EBITDA margin 9.0% (−44 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹1,745 cr (+10% year on year), EBITDA ₹92.2 cr (−30% year on year), PAT ₹21.4 cr (−72% year on year), EBITDA margin 5.3% (−302 bps). Score 51 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was below it; profit growth was well below it. EBITDA margin fell 302 bps year on year. Tax rate 50%. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −7.2% in 30 days (Nifty 500: +1.5%).
  • Q3 FY26: Revenue ₹1,329 cr (−11% year on year), EBITDA ₹54.4 cr (−71% year on year), PAT ₹11.6 cr (−90% year on year), EBITDA margin 4.1% (−869 bps). Score 22 of 100, Below trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin fell 869 bps year on year. Other income 53% of PBT. Profit fell 56% from last quarter. Share price after the results: −15.0% in 29 days (Nifty 500: −9.6%).
  • Q2 FY26: Revenue ₹1,353 cr (−13% year on year), EBITDA ₹73.0 cr (−68% year on year), PAT ₹26.0 cr (−83% year on year), EBITDA margin 5.4% (−925 bps). Score 19 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 925 bps year on year. Other income 33% of PBT. Profit fell 63% from last quarter. Share price after the results: −29.7% in 28 days (Nifty 500: −0.5%).
  • Q1 FY26: Revenue ₹1,357 cr (−21% year on year), EBITDA ₹128 cr (−59% year on year), PAT ₹71.0 cr (−66% year on year), EBITDA margin 9.4% (−890 bps). Score 21 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin fell 890 bps year on year. Revenue fell 15% from last quarter. Share price after the results: −6.2% in 28 days (Nifty 500: +1.7%).
  • Q4 FY25: Revenue ₹1,590 cr (−14% year on year), EBITDA ₹132 cr (−45% year on year), PAT ₹75.0 cr (−73% year on year), EBITDA margin 8.3% (−481 bps). Score 19 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin fell 481 bps year on year. Profit fell 38% from last quarter. Share price after the results: −6.8% in 30 days (Nifty 500: +3.7%).
  • Q3 FY25: Revenue ₹1,486 cr (−3% year on year), EBITDA ₹190 cr (−23% year on year), PAT ₹120 cr (−49% year on year), EBITDA margin 12.8% (−333 bps). Score 20 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend. EBITDA margin fell 333 bps year on year. Revenue fell 5% from last quarter.
  • Q2 FY25: Revenue ₹1,557 cr (+1% year on year), EBITDA ₹228 cr (+7% year on year), PAT ₹153 cr (−24% year on year), EBITDA margin 14.6% (+81 bps). Score 33 of 100, Below trend. EBITDA margin rose 81 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 9% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Jai Balaji Industries Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.