JNK India Limited (JNKINDIA)

Capital Goods · Industrial Manufacturing · NSE · Updated 15 July 2026

₹545.95 ↑ 77% (1Y)

🎯 Key Takeaways

JNK India Limited is transitioning from a high-growth phase into a scaling-up stage, leveraging strong order book momentum and strategic expansion into green hydrogen and sustainable chemicals. The company has demonstrated consistent financial outperformance with rising profitability and margins, supported by execution of complex engineering projects and new subsidiary operations.
Revenue declined 9.9% QoQ to ₹94 in Q3FY25.
⚠️ 1) Execution risk in large-scale green hydrogen and cracking furnace projects, which are capital-intensive and subject to regulatory and technological

Market Cap

₹1,846

P/E Ratio

49.2

Div Yield

0.00%

Promoter

0.0%

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📖 The Story

JNK India Limited is transitioning from a high-growth phase into a scaling-up stage, leveraging strong order book momentum and strategic expansion into green hydrogen and sustainable chemicals. The company has demonstrated consistent financial outperformance with rising profitability and margins, supported by execution of complex engineering projects and new subsidiary operations.

📰 What's Happening

In FY26, JNK India reported a 68% YoY revenue increase to ₹838 crores and a 114.6% YoY jump in PAT to ₹65 crores, driven by robust order execution and new project wins in refinery, petrochemical, and renewable sectors. The order book grew to ₹1,961 crores from ₹1,694 crores, including strategic green hydrogen and cracking furnace projects. Management highlighted progress in its green hydrogen subsidiary and joint venture with Chemdist for sustainable chemicals, emphasizing enhanced ROCE (19.1%) and ROE (12.1%). A final dividend of ₹0.30 per share was proposed pending shareholder approval at the AGM, alongside recognition of ₹17.19 million in goodwill from recent asset acquisitions.

Source: Stock Announcements

📊 Quarterly Results (₹ Cr)

Metric	Q4FY24	Q1FY25	Q2FY25	Q3FY25
Revenue	227	88	104	94
Operating Profit	33	12	15	10
OPM %	13.8%	10.7%	11.4%	6.8%
Net Profit	17	6	8	3
EPS	₹3.44	₹1.33	₹1.42	₹0.52

The company's financial trajectory shows accelerating growth and margin expansion, with revenue rising from ₹88 crores in Q1FY25 to ₹227 crores in Q4FY24 before settling at ₹94 crores in Q3FY25 — likely reflecting seasonal or project-based variability. Operating profit margins peaked at 13.8% in Q4FY24 but moderated to 6.8% in Q3FY25, while PAT margins improved significantly year-on-year in FY26 to 7.7%. This indicates strong top-line momentum and improved cost efficiency, though quarterly fluctuations suggest project-driven earnings volatility. The expansion of EBITDA and operating profit in FY26 underscores operational scaling.

🔮 Management Outlook & What's Next

Management emphasized sustainable growth through high-value engineering projects in traditional and renewable energy sectors, leveraging capabilities in green hydrogen and sustainable chemicals via its JV with Chemdist. The company is focused on delivering complex, high-margin projects and expanding its footprint in energy transition domains. No formal forward guidance was provided beyond operational focus areas, but the strategic direction points toward capitalizing on emerging opportunities in sustainable industrial infrastructure.

Extracted from official company announcements. Not StockFin.ai's opinion.

⚖️ Peer Comparison — Industrial Manufacturing

Company	MCap (₹ Cr)	P/E	ROCE	ROE	D/E
Mazagon Dock Shipbuilders Limited	1.00 L Cr	36.4	—	—	—
Cochin Shipyard Limited	41,948	52.5	—	—	—
Aditya Infotech Limited	29,029	146.0	—	—	—
Honeywell Automation India Limited	25,618	50.7	—	—	—
Kaynes Technology India Limited	21,933	80.1	—	—	—
Syrma SGS Technology Limited	19,539	129.2	—	—	—
Jyoti CNC Automation Limited	16,087	52.2	—	—	—
LMW Limited	15,556	128.8	—	—	—
Tega Industries Limited	11,910	56.2	—	—	—
Jupiter Wagons Limited	11,759	29.9	—	—	—

🔗 Peer Stock Analyses

MAZDOCK COCHINSHIP CPPLUS HONAUT KAYNES

⚠️ Risk Factors

1) Execution risk in large-scale green hydrogen and cracking furnace projects, which are capital-intensive and subject to regulatory and technological uncertainties. 2) Margin pressure observed in Q3FY25 with declining OPM despite revenue growth, potentially signaling cost inflation or project mix challenges. 3) Integration risks from recent acquisitions and subsidiary operations, which may impact financial discipline if not managed efficiently. 4) Dependence on project-based revenue cycles, leading to earnings volatility.

📋 Recent Filings

🧠 Analyst's Read

JNK India is positioning itself as a key player in India's energy transition with strong execution in engineering projects and strategic moves into green hydrogen. Investors should monitor progress in high-value project deliveries, margin trends in new segments, and utilization of retained IPO proceeds in FY27. The company's growth trajectory remains intact, but near-term performance will depend on execution discipline and macro demand in industrial and energy sectors.

Based on filing content and financial data. Not a recommendation.

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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-07-15.

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