Jaykay reports Rs 60.01 crore BrahMos orders, Bengaluru progress

Jaykay Enterprises Limited disclosed on November 13, 2026, that subsidiary Allen Reinforced Plastics Ltd secured Rs 60.01 crore, including GST, in BrahMos Aerospace defence orders, while its Devanahalli, Bengaluru project targets overall completion in Q4 FY26-27 or Q1 FY27-28. The update accompanied Jaykay’s Q2 FY2026-27 financial results.

What BrahMos Aerospace orders did Jaykay disclose?

Jaykay disclosed that Allen Reinforced Plastics Ltd secured major defence orders worth Rs 60.01 crore from BrahMos Aerospace during Q2 FY2026-27. The figure includes Goods and Services Tax, or GST, so the release does not provide a pre-tax order value. It also does not identify the products, delivery schedule, execution milestones, margins or the revenue-recognition period for the orders.

The orders appeared in Jaykay’s Defence & Aerospace segment highlights for the quarter ended September 30, 2026. In the same Q2 update, JKE Precision Manufacturing Division received AS9100D accreditation and Patange Integration was completed successfully. The release identifies AS9100D as an accreditation but does not disclose its date, scope, certification body or direct financial effect.

The Rs 60.01 crore order amount can be compared with Jaykay’s Rs 116.16 crore consolidated total income for Q2 FY2026-27, but they are different measures. The BrahMos Aerospace figure is a GST-inclusive order value at a subsidiary, while total income is consolidated income for the three months ended September 30, 2026. Jaykay did not say whether the orders had been fulfilled, billed or included in Q2 income.

How is Jaykay’s Bengaluru project progressing?

Jaykay said civil works at its new Devanahalli project in Bengaluru were likely to be completed by Q3 FY26-27. It said work orders for electrical works had been issued, while machine-related work orders were in process. The company’s overall completion target was Q4 FY26-27 or Q1 FY27-28, following the stated civil-works milestone.

The November 13, 2026 release does not disclose the project’s capital cost, floor area, installed capacity, equipment specifications, commissioning date or planned output. It therefore provides construction and procurement milestones rather than a quantified capacity addition. Management said work at the Devanahalli project was continuing at an accelerated pace, without changing the Q4 FY26-27 or Q1 FY27-28 completion window.

Jaykay included the Bengaluru project in its Defence & Aerospace segment update, alongside the Rs 60.01 crore BrahMos Aerospace orders and the AS9100D accreditation. This places the project within the company’s disclosed defence and aerospace developments. However, Jaykay did not state that the Devanahalli project would execute the BrahMos Aerospace orders, so that link cannot be confirmed from the release.

What were Jaykay’s Q2 and H1 financial results?

Jaykay reported consolidated total income of Rs 116.16 crore for Q2 FY2026-27, up 69% year on year from Rs 68.79 crore in Q2 FY2025-26. Consolidated profit after tax, or PAT, was Rs 8.66 crore for the quarter ended September 30, 2026. The release does not give segment revenue, segment profit, order backlog or the financial contribution from Allen Reinforced Plastics Ltd.

For H1 FY2026-27, Jaykay reported total income of Rs 192.95 crore, a 32% year-on-year increase from Rs 146.21 crore in H1 FY2025-26, and PAT of Rs 13.18 crore. The reported income-growth rate was 69% in Q2 and 32% in H1, meaning the quarter’s year-on-year growth rate exceeded the first-half rate. Jaykay did not identify the segments or subsidiaries responsible for the change.

What other developments did Jaykay report?

Jaykay said its Digital & Advanced Systems segment received a titanium import licence from a key vendor and regulatory approvals from the Central Drugs Standard Control Organisation, or CDSCO, for its medical implants. United States Food and Drug Administration, or USFDA, approval was under process as of the September 30, 2026 update. Jaykay also said additive-manufacturing products were being developed for multiple defence, aerospace and space technology players.

In Digital Services, Jaykay said its Jiva, Ontologos and Orbiie artificial-intelligence orchestration platforms signed statements of work, or SOWs, with multiple customers. The company did not disclose the number of customers, contract values or timing of revenue from those SOWs. Its board also provided for delayed receivables tied to business disruptions in the Middle East and other geopolitical developments, without quantifying the provision.

Management said on November 13, 2026 that Jaykay’s defence and aerospace and digital manufacturing businesses were seeing robust growth. The commentary cited additive manufacturing for defence and medical implants, and technology work in artificial intelligence and blockchain through Jiva, Ontologos and Orbiie. Jaykay did not disclose investment spending by segment or how the Devanahalli project would be funded.

Conclusion

Jaykay’s November 13, 2026 release combines a Rs 60.01 crore, GST-inclusive BrahMos Aerospace order award at Allen Reinforced Plastics Ltd with progress milestones for the Devanahalli project. It also reported consolidated Q2 FY2026-27 income of Rs 116.16 crore, up 69% year on year, while H1 income rose 32% to Rs 192.95 crore.

The next disclosed milestones are expected civil-works completion at Devanahalli by Q3 FY26-27 and overall project completion in Q4 FY26-27 or Q1 FY27-28. Other unresolved items are machine work orders that remained in process, USFDA approval for medical implants, and any future disclosure on execution, billing or revenue recognition for the BrahMos Aerospace orders.