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Jyoti CNC Automation Ltd.

JYOTICNCIndustrials filings

We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.

Earnings calls

11 transcript(s)/analyst meet(s) served; 1 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 11 documents here); elsewhere sentences render unattributed.

KindDatePeriodServedAttribution rate
COVER_LETTER202402132023-12-31no
TRANSCRIPT202405232024-03-31yes
TRANSCRIPT202408172024-06-30yes
TRANSCRIPT202411232024-09-30yes
TRANSCRIPT202502132024-12-31yes
TRANSCRIPT202505302025-03-31yes
TRANSCRIPT202508112025-06-30yes
TRANSCRIPT202511172025-09-30yes
TRANSCRIPT202602182025-12-31yes
TRANSCRIPT202606042026-03-31yes
TRANSCRIPT202608142026-06-30yes

JYOTICNC

files the standard Schedule III statements. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.

Identity

Statement divisiongeneral
Scope servedconsolidated
Panels on this page4

Market

No split, bonus or consolidation is on record for this company inside the period this price series covers, so the closes need no adjustment.

Last close1,072.55
52-week range585.5 – 1113.85
Return 1M8.34%
Return 3M40.86%
Return 1Y19.14%
Return 3Ynot reported for this period
Return 5Ynot reported for this period
Market capitalisationnot shown — we could not confirm it
Shares outstandingnot shown — we could not confirm it
P/Enot shown — we could not confirm it
P/Bnot shown — we could not confirm it
EV/EBITDAnot shown — we could not confirm it

Latest quarter filed — period ending 2026-06-30

In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.

Revenue from operations508.00
Other income4.00
Total income512.00
Cost of materials consumed251.00
Purchases of stock-in-trade0.00
Changes in inventories-38.00
Employee benefit expense93.00
Finance costs24.00

Ownership — 2026-06-30, and the change from 2026-03-31

HolderPer centChange
promoter and promoter group0.630.00
institutions foreign0.06-0.03
institutions domestic0.13-0.01
mutual funds0.10-0.02
public0.370.00

Documents on file

ClassMost recentOn file
COVER_LETTER2023-12-311
TRANSCRIPT2026-06-3010

Financial statements

Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.

Quarterly results, as filed

Line2023-12-312024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Revenue from operations378.00450.00362.00431.00450.00576.00410.00508.00576.00599.00508.00
Other income3.003.004.0011.00-0.00-0.0020.009.006.0025.004.00
Total income381.00453.00366.00442.00449.00575.00431.00517.00582.00624.00512.00
Cost of materials consumed295.00183.00157.00168.00159.00269.00170.00217.00261.00293.00251.00
Purchases of stock-in-trade0.000.000.000.000.000.000.000.000.000.000.00
Changes in inventories-113.0048.0012.0045.0065.00-6.0011.006.00-17.00-2.00-38.00
Employee benefit expense56.0057.0057.0065.0064.0072.0072.0086.0092.0079.0093.00
Finance costs24.0021.0011.009.0011.0011.0012.0014.0024.0020.0024.00
Depreciation and amortisation9.008.008.009.009.0010.0012.0010.0013.0014.0015.00
Other expenses43.0029.0041.0046.0049.0063.0057.0073.0086.0081.0094.00
Total expenses314.00346.00287.00342.00356.00420.00334.00408.00458.00486.00439.00
Profit before exceptional items and tax67.00108.0079.0099.0093.00156.0096.00109.00124.00138.0073.00
Exceptional items0.000.00-9.000.000.000.000.000.000.000.000.00
Profit before tax67.00108.0070.0099.0093.00156.0096.00109.00124.00138.0073.00
Current tax19.0021.0016.0023.0020.0045.0022.0023.0036.0042.0019.00
Deferred tax1.00-13.003.001.00-7.002.003.000.00-0.005.00-3.00
Tax expense19.008.0019.0024.0013.0047.0025.0024.0035.0048.0016.00
Profit for the period48.00100.0051.0076.0080.00109.0071.0086.0089.0091.0057.00
Profit attributable to owners—0.00———0.00—————
Profit attributable to non-controlling interests—0.00———0.00—————
Other comprehensive income0.00-1.00-0.00-1.00-1.007.00-0.00-4.00-2.00-15.00-1.00
Total comprehensive income48.0098.0051.0075.0080.00116.0071.0082.0087.0076.0056.00
Earnings per share, basic2.454.452.243.333.534.793.143.763.893.982.51
Earnings per share, diluted2.454.452.243.333.534.793.143.763.893.982.51

Annual results, as filed

Line2024-03-312025-03-312026-03-31
Revenue from operations1,338.001,818.002,093.00
Other income6.0014.0060.00
Total income1,345.001,832.002,154.00
Cost of materials consumed583.00753.00941.00
Purchases of stock-in-trade0.000.000.00
Changes in inventories90.00116.00-2.00
Employee benefit expense205.00258.00330.00
Finance costs90.0042.0070.00
Depreciation and amortisation33.0036.0050.00
Other expenses159.00200.00297.00
Total expenses1,160.001,405.001,686.00
Profit before exceptional items and tax185.00427.00467.00
Exceptional items0.00-9.000.00
Profit before tax185.00418.00467.00
Current tax46.00104.00123.00
Deferred tax-12.00-2.008.00
Tax expense34.00102.00131.00
Profit for the period151.00316.00336.00
Profit attributable to owners0.000.00—
Profit attributable to non-controlling interests0.000.00—
Other comprehensive income-1.006.00-21.00
Total comprehensive income150.00322.00315.00
Earnings per share, basic7.8913.9014.78
Earnings per share, diluted7.8913.9014.78

Balance sheet, as filed

Line2024-03-312024-09-302025-03-312025-09-302026-03-31
Total assets2,178.002,205.002,792.003,098.003,615.00
Non-current assets416.00516.00672.00791.00957.00
Current assets1,762.001,689.002,120.002,307.002,658.00
Property, plant and equipment309.00347.00456.00525.00690.00
Capital work-in-progress48.00115.00168.00158.0089.00
Goodwill0.000.000.000.000.00
Other intangible assets14.0014.0012.0015.0027.00
Inventories866.00862.00900.00982.001,166.00
Trade receivables249.00256.00487.00354.00599.00
Cash and cash equivalents302.0027.0013.0083.0053.00
Total equity and liabilities2,178.002,205.002,792.003,098.003,615.00
Equity1,365.001,494.001,686.001,831.002,001.00
Equity share capital45.0045.0045.0045.0045.00
Other equity1,319.001,449.001,641.001,785.001,956.00
Total liabilities814.00711.001,106.001,267.001,614.00
Non-current liabilities100.00103.00121.00281.00436.00
Current liabilities714.00608.00985.00986.001,178.00
Borrowings, non-current85.0084.00103.00259.00410.00
Borrowings, current219.00166.00394.00465.00439.00
Trade payables372.00282.00410.00325.00510.00

Cash flow, as filed

Line2024-03-312024-09-302025-03-312025-09-302026-03-31
Net cash from operating activities-48.00-94.00-105.0013.0054.00
Net cash from investing activities-170.00-105.00-329.00-145.00-302.00
Net cash from financing activities505.00-76.00145.00202.00287.00
Purchase of property, plant and equipment114.00125.00310.00135.00323.00
Net increase in cash286.00-275.00-289.0070.0039.00
con:CFO.BEFORE_TAX2.00-57.00-19.0044.00191.00
con:INTEREST_RECEIVED.OPERATING0.000.000.000.0022.00
con:INTEREST_PAID.OPERATING0.000.000.000.000.00
con:DIVIDENDS_RECEIVED.OPERATING0.000.000.000.000.00
con:TAX_PAID.OPERATING50.0037.0087.0031.00125.00
con:CF_OTHER.OPERATING0.000.000.000.00-33.00
con:INVESTMENTS_PURCHASED0.000.000.000.000.00
con:INVESTMENTS_SOLD0.000.000.000.000.00
con:PPE_DISPOSALS0.000.000.000.000.00
con:CF_INVESTING.SUBSIDIARIES_SOLD0.000.000.000.000.00
con:CF_INVESTING.SUBSIDIARIES_ACQUIRED0.000.000.000.000.00
con:CF_INVESTING.JV_SOLD0.000.000.000.000.00
con:CF_INVESTING.JV_ACQUIRED0.000.000.000.000.00

Who owns it

The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.

Holder2024-01-162024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Promoter and promoter group62.5562.5562.5562.5562.5562.5562.550.630.630.630.63
Domestic institutions4.975.886.5410.9911.4010.4210.330.130.130.140.13
Mutual funds——————10.200.120.120.120.10
Insurance companies0.470.220.160.120.100.060.120.010.010.020.03
Foreign institutions4.945.764.915.805.927.207.450.100.100.090.06
Public37.4537.4537.4537.4537.4537.4537.450.370.370.370.37
Non-institutional27.5425.8126.0020.6620.1419.8319.670.150.140.150.19
Shares outstanding227423096227423096227423096227423096227423096227423096227423096227423096227423096227423096227423096

Related parties

Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.

CounterpartyRelationshipTypeAmount in the periodTransactions
Jyoti SAS, FranceSubsidiary CompanyAny other transaction, Interest received, Investment578,180,000.004
Huron Graffenstaden SAS, FranceSubsidiary CompanyPurchase of goods or services, Sale of goods or serv284,360,000.002
Kiya Products Private LimitedPromoter GroupPurchase of fixed assets, Sale of goods or services6,220,000.002
Parakramsinh Ghanshyamsinh JadejaPromoterRemuneration6,000,000.001
Vikramsinh Raghuvirsinh RanaPromoterRemuneration2,100,000.001
Huron Canada INCSubsidiary CompanySale of goods or services1,590,000.001
Kamlesh Sureshbhai SolankiKMPRemuneration1,140,000.001
Maulik Bharatkumar GandhiKMPRemuneration770,000.001
Bhavubha Lalubha JadejaPromoter GroupAny other transaction580,000.001
Huron Frasmaschinen GMBH, GermanySubsidiary CompanyPurchase of goods or services460,000.001
Bhavesh S.SolankiRelative of KMPAny other transaction260,000.001
Prarthana Parakramsinh JadejaPromoter GroupAny other transaction240,000.001
SpecterRelative of KMP is PartnerPurchase of goods or services, Sale of goods or serv220,000.002
Yogesh Damodardas KathrechaDirectorAny other transaction180,000.001
Vijay Vaman ParanjapeDirectorAny other transaction140,000.001

What management said

Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.

DateQuarterWho spoke
2026-08-14Q1FY27Read the call
2026-06-04Q4FY26Read the call
2026-02-18Q3FY26Harshit Patel:Read the call
2025-11-17Q2FY26Read the call
2025-08-11Q1FY26Read the call
2025-05-30Q4FY25Read the call
2025-02-13Q3FY25Read the call
2024-11-23Q2FY25JYOTI CNC AUTOMATION LIMITEDRead the call
2024-08-17Q1FY25Read the call
2024-05-23Q4FY24LIMITEDRead the call

Some earlier announcements under this heading are covering letters only — no transcript was attached.

What they said about it, quarter by quarter

TopicQ1FY27Q2FY25Q2FY26Q3FY25Q3FY26Q4FY24Q4FY25Q4FY26
CapexFirstly, on your capex, as you mentioned that the additional 10,000 machine capacity will come on stream in September '26. what will be our overall ca…1000 crore orders, these are mainly Huron driven, mainly export driven or does this include the domestic orders also that you might get from especiall…Sir, what is the total CapEx that you are looking at for this year?Lots of corporate and SMEs were found bullish on the CAPEX front and shared their ambitious CAPEX plan for the near future.The second question on our capex plan of the new capacity.—My question on our capex program of 10,000 machines.So is the capacity fungible and how much additional capex we'll need to incur on that?
Capital allocation———————Just wanted to understand 20 years in now, our revenues are broadly similar to what they were at the time of acquisition, slightly lower in fact.
Costs————And sir, another part, 4% to 5% gross expansion is entirely dependent on replacing Fanuc or Siemens controllers entirely or it's reducing royalty or i…——Let's say, today, in the last 2 months, we have seen the cost has been increased, close to 2 to 3 percentage over there on raw material prices.
Debt and cashSir, secondly, on our inventory working capital position, as you mentioned in your opening remarks, our current inventory levels are slightly elevated…I think our cash flow would be sufficient enough to fund at least more than 50% of what we are planning and while two years, right?Sir, congrats on being able to generate a positive cash flow at the end of H1 compared to last year and Q4 of last year.—Sir, I wanted to ask you about the cash flow situation this quarter.—The second question on the cash flow side, sir.Jyoti CNC Automation Limited May 29, 2026 So how are we thinking of managing the cash flow in the coming year, FY27?
DemandSo basically, the last year, Harshit, we started to ramp, today, you see that we have close to now INR5,000 crores order book, okay?The order book we have received in this quarter.Our order book is healthy, and our capacity expansion and talent development efforts are progressing well.Our total consolidated order book as on 31st December 2024 stands at Rs.Even our capacity is also coming up and we are fully booked with the order book of back-to-back to them.And in terms of the order book, we have not put over here before the execution or let's say schedule has been not received.And the subset of this question is, sir, we have a current order book of INR4,300 crores, and you outlined almost 12 industries where we are catering.And sir, second question, I just wanted to understand the order book, if you can see -- congratulations for the order intake.
GuidanceSo now, sir, going into Q2 precisely, can we expect that some dip that we have seen in Q1 in terms of dispatches of machines?1600 crores which is sort of higher than the upper side of the guidance.EBITDA margin was 24.5%, which is broadly in line with our last year, primarily due to the increase in employee expenses and other expenses, but still…Any specific reason or are we expecting further order from here kind of?And for your French Huron capacity expansion, which has happened sometime in November, when can we expect sales to start showing in our quarter-after-…So any guidance for this FY25 EBITDA margin and revenue?And sir, what is our revenue and EBITDA margin guidance for FY '26?And sir, what kind of inflows are we expecting from the EMS segment, namely from Tata Electronics and what kind of expansion are they looking at?
MarginSir, congratulations on good gross margin.In terms of EBITDA, H1 EBITDA last year was 14.6% and this year has reached to 25%.So, this kind of a product mix is allowing me to have a better margin compared to the industry standards there, what the people are having there.We have clocked the consolidated EBITDA of Rs.So can you highlight, because on a consol basis, our margins are looking lower or the growth in EBITDA looking much lower while on the stand-alone, it…And so we've seen some volatility in your EBITDA margin.Can we sustain the same growth momentum in FY '26 for the EBITDA margins that we have shown in last quarter, this quarter, 31%?What is the typical CFO to EBITDA ratio which one can probably look at in your business for the next 1 year as well as for FY28?
PeopleIn the beginning, you said that this quarter's capacity utilization was 86%.It is not going to be in half year like that, but utilization will start in between over there.Sir, firstly, on our capacities, you have mentioned that our overall utilization currently stands at about 88%.The new infrastructure of 6,000 machine plant capacity will come into a full utilization from quarter 4 of this.So I just wanted to check if you are anticipating any kind of orders during this quarter or maybe in Q1 of next year so that our capacity as and when …—And sir, my second question is, you talked about the capacity that we have right now, 6,000 machines, and we are currently running at 90% utilization,…Harshit, already, we are running almost 100% utilization in last quarter.
Pricing———And are we in terms of pricing compared to, like, say, Fanuc or any other counterpart particularly on the pricing side?————
Revenue growthSo absolutely, let's say, if this method has been not set, then my top line which should be INR35 crores more and INR22 crores margin should be more t…Now this quarter has seen a 45% increase in the topline but it is nowhere close to the 75% that we saw the previous quarter.124.6 crores as a growth of 17% compared to the same period last year.337 crores in Quarter 3 FY24, delivering the growth of 19%.—I'm saying in the Q4, in the standalone entity, that is an Indian entity, the top-line growth was not there, right?So based on the end user demand outlook, how do you see the execution of this order book and the overall revenue growth for the company in '26, '27, t…And by any chance, like did we have an alternative opinion with respect to the auditors to not kind of take a revenue write-off, but to kind of take a…