ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Jain Irrigation Systems earnings call we streamed: the live audio and our summary of what management said.
Q2 FY27 revenue of about ₹1,576 Cr and EBITDA of ₹207 Cr, with margin down to 13.2% from 13.9%. Cash conversion and working capital improved, but monsoon and polymer headwinds persist. H2 is guided flattish.
Q2 FY27 revenue of about ₹1,576 Cr and EBITDA of ₹207 Cr, with margin down to 13.2% from 13.9%. Cash conversion and working capital improved, but monsoon and polymer headwinds persist. H2 is guided flattish.
H2 guided flattish YoY. Piping 8–10% FY27 growth expected. ~₹100 Cr beverage capex by June; FY28 interest saving ~₹20 Cr.
Management admits to a muted Q1 FY27 with revenue down 2.5% and compressed margins due to raw material volatility and delayed monsoon, despite expressing optimism for a second-half recovery.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.