Jyoti CNC Q1 FY27: Revenue rises, order book stays strong, and capacity ramps up by September 2026

Standalone revenue from operations was INR 509.1 crore (+36.7% YoY), adjusted EBITDA was INR 144.7 crore (+46.7% YoY) and PAT was INR 87.5 crore (+21.3% YoY).

Consolidated revenue from operations was INR 508.5 crore (+24.0% YoY) and PAT was INR 57.1 crore (-20.0% YoY). Management attributed the weaker consolidated profitability largely to lower revenue recognition at Huron due to a change in accounting linked to dispatch uncertainty and licensing delays, while costs were incurred.

The company reported a consolidated order book of INR 4,848 crore as of 30 June 2026, indicating strong revenue visibility for coming quarters.

The company stated capacity enhancement of 6,000 machines per annum is completed, and an additional 10,000 machines per annum capacity is targeted to be completed by end of September 2026. Management added the foundry is expected to be finished in October 2026.

Management reiterated guidance of 25% to 30% revenue growth for FY27 with EBITDA margins around 25%. They also guided Huron FY27 revenue of INR 300 to 325 crore with 8% to 10% EBITDA margin and FY27 capex around INR 200 to 250 crore.

Management said export licenses and end-user certificates for sensitive machines are taking longer due to geopolitical factors, creating dispatch uncertainty. As a result, Huron’s auditors adopted a conservative approach, reducing revenue recognition in Q1 FY27; management referenced about INR 35 crore revenue not billed in the quarter though production occurred.