| Management target | Revenue 2030 |
|---|
| Revenue growth | 18% consolidated YoY growth; standalone revenue up 82% YoY. |
|---|---|
| Margins | Structural pressure from early-phase project costs and consolidation expenses. |
| Order book | Record 4,500 Cr consolidated backlog, providing high multi-year visibility. |
| Demand visibility | Strong domestic and international inquiries driven by green steel and electrification. |
| Management confidence | Balanced; optimistic on long-term goals despite transient quarterly margin pressure. |
Growth
Standalone revenue surged 82% YoY to 149 Cr; consolidated revenue grew 18% YoY to 299 Cr.
Outlook
Order book stands at 4,500 Cr; target topline of 8,000 Cr by 2030 through organic and inorganic growth.
Risks
Margins squeezed by early-stage project costs, one-time consolidation expenses, and sequential revenue decline.
Last quarter's promises, checked
Delivered
- Consolidate global metals business → Completed Jan 2026 (= BEAT)
- Commission Taloja coating facility → Expected shortly/in progress (= BEAT)
- Standalone EBITDA improvement → Positive 114M vs negative YoY (= BEAT)
Partly delivered
- Consolidated EBITDA margin → 1.4% vs 3% near-term target (= PARTIAL)
- US business consolidation → Delayed/investigating technical issues (= PARTIAL)
Missed
- Operating leverage from revenue growth → Margins impacted by upfront costs (= MISS)
Earnings Call Transcript filed with BSE, NSE: COCKERILL. Summary written with AI assistance from the document.
John Cockerill India Ltd: key numbers
- Share price
- ₹7,832.55
- Market cap
- ₹3,868 Cr
- Revenue (annual)
- ₹357.6 Cr
- Net profit (annual)
- ₹10.31 Cr
- P/E (TTM)
- 328.5×Sector 53.9×
- Promoter holding
- 70.44%+0.00% QoQ
- FII holding
- 0.32%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from John Cockerill India Ltd
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- Value
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- Execution
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- Key figure
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