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JYOTICNC - Jyoti CNC Auto.

📊 NSE: JYOTICNC 🏢 Engineering 📅 Last Updated: 12/14/2025 8:44

📢 Recent Corporate Announcements

Jyoti CNC Seeks Shareholder Approval for Appointment of Mrs. Prafulla P. Shenoy as Director

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 12 Mar 2026, 04:15 PM

Jyoti CNC Automation Limited has issued a postal ballot notice to seek shareholder approval for the appointment of Mrs. Prafulla P. Shenoy as an Independent Director. The proposed appointment is for a five-year term effective from January 19, 2026, to January 18, 2031. Shareholders can cast their votes electronically through the NSDL platform between March 13, 2026, and April 11, 2026. This is a standard corporate governance procedure to formalize the board's composition.

Proposed appointment of Mrs. Prafulla P. Shenoy as an Independent Director for a 5-year tenure.
Remote e-voting period starts at 9:00 AM on March 13, 2026, and ends at 5:00 PM on April 11, 2026.
The cut-off date for determining shareholder eligibility to vote is March 11, 2026.
The resolution is being passed as a Special Resolution via the Postal Ballot process.
Results of the voting will be declared on or before April 13, 2026.

💡 Investors should review the credentials of the proposed director in the explanatory statement and ensure they cast their votes through the e-voting facility before the April 11 deadline.

Jyoti CNC to Participate in Investec Investor Conference on March 9, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 05 Mar 2026, 07:49 AM

Jyoti CNC Automation Limited has announced its participation in an investor conference organized by Investec Group on March 9, 2026. The event will consist of 1-on-1 meetings with institutional investors in Mumbai from 10:00 AM to 5:00 PM. The company has explicitly stated that discussions will be limited to publicly available information and no unpublished price sensitive information (UPSI) will be shared. Such meetings are standard practice for listed companies to engage with the institutional investment community.

Meeting scheduled for March 9, 2026, in Mumbai
Organized by Investec Group featuring 1-on-1 institutional interactions
Interaction window set between 10:00 AM and 5:00 PM
Company confirms no unpublished price sensitive information (UPSI) will be discussed

💡 Investors should monitor for any subsequent investor presentations or transcripts filed with the exchanges which may provide updated insights into the company's growth trajectory.

Jyoti CNC Q3 FY26 Revenue Grows 28% to ₹576 Cr; Order Book Reaches ₹4,585 Cr

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 18 Feb 2026, 02:45 PM

Jyoti CNC reported a strong Q3 FY26 with consolidated revenue growing 28.1% YoY to ₹576 crores and EBITDA margins expanding to 26.8%. The company maintains a robust order book of ₹4,585 crores, heavily weighted towards the high-margin Aerospace and Defense sector at 41%. Management is executing a massive capacity expansion from 6,000 to 16,000 machines, expected to be completed by September 2026. While PAT grew by 10.3%, it was slightly tempered by increased finance costs related to these ongoing expansion projects.

Consolidated revenue for Q3 FY26 rose 28.1% YoY to ₹576 crores, with 9M FY26 revenue reaching ₹1,494 crores.
EBITDA margins improved by 180 basis points to 26.8% in Q3 FY26, driven by a favorable product mix.
Total order book stands at ₹4,585 crores, with Aerospace and Defense contributing 41% of the total backlog.
Manufacturing capacity is on track to expand from 6,000 to 16,000 machines by September 2026.
Huron facility in France doubled its capacity in November 2025 to better serve global aerospace demand.

💡 Investors should monitor the timely execution of the massive capacity ramp-up due in September 2026 and the subsequent debt reduction. The strong order book in Aerospace and Defense provides high revenue visibility and margin support for the coming years.

Jyoti CNC Automation Submits Q3 FY26 Earnings Call Recording

🟡 NEUTRAL ⭐ 4/10

EARNINGS 📅 11 Feb 2026, 08:10 PM

Jyoti CNC Automation Limited has officially submitted the audio recording of its earnings conference call held on February 11, 2026. This filing follows the company's disclosure of financial results for the quarter ending December 2025. The recording is now accessible to the public via the company's investor relations website. This is a standard regulatory procedure under SEBI (LODR) Regulations to ensure transparency for all stakeholders regarding management commentary.

Earnings conference call successfully conducted on February 11, 2026.
Recording link provided in compliance with Regulation 30 of SEBI LODR Regulations.
Follows the prior notification issued by the company on February 06, 2026.
Management commentary on Q3 FY26 performance is now available for public review.

💡 Investors should listen to the recording to understand management's perspective on the current order book and future growth guidance. Pay close attention to any updates regarding capacity expansion and margin sustainability.

Jyoti CNC Q3 FY26 Revenue Grows 28% to ₹576 Cr; Order Book Robust at ₹4,585 Cr

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 10 Feb 2026, 11:26 PM

Jyoti CNC Automation reported strong financial performance for Q3 FY26, with revenue rising 28.1% YoY to ₹576 crore. Profitability saw a significant boost as EBITDA margins expanded to 26.8%, resulting in an EBITDA of ₹155 crore, up 37.3% YoY. The company maintains a massive order book of ₹4,585 crore, providing multi-year revenue visibility. Furthermore, the company successfully doubled its production capacity at its French subsidiary, Huron, to 240 machines to capitalize on global aerospace demand.

Q3 FY26 Revenue increased 28.1% YoY to ₹576 crore, with 9M FY26 Revenue at ₹1,494 crore.
EBITDA for Q3 FY26 grew 37.3% YoY to ₹155 crore with a healthy margin of 26.8%.
Current order book stands at ₹4,585 crore, ensuring strong execution visibility for upcoming quarters.
Capacity at the French subsidiary (Huron) doubled to 240 machines to cater to rising aerospace and global demand.
PAT for Q3 FY26 stood at ₹89 crore with a 15.4% margin, reflecting a 10.3% YoY growth.

💡 Investors should focus on the company's ability to execute its large ₹4,585 crore order book and the margin benefits from the high-end aerospace segment. The capacity expansion in France is a strategic positive for global market penetration.

Jyoti CNC Automation Credit Ratings Reaffirmed at IVR A+ for ₹1,259 Cr Facilities

🟡 NEUTRAL ⭐ 6/10

ROUTINE 📅 10 Feb 2026, 05:50 PM

Infomerics Valuation and Rating Limited has reaffirmed the credit ratings for Jyoti CNC Automation Limited's bank facilities totaling ₹1,259.11 crores. The long-term facilities of ₹810.00 crores maintained an 'IVR A+/ Stable' rating, while combined long/short-term facilities of ₹449.11 crores were reaffirmed at 'IVR A+/ Stable' and 'IVR A1'. This reaffirmation reflects a consistent credit profile and stable financial outlook for the company. It provides assurance to investors regarding the company's ongoing ability to service its debt obligations.

Infomerics reaffirmed the rating for ₹810.00 crores of Long Term Bank Facilities at IVR A+/ Stable.
Ratings for ₹449.11 crores of Long Term / Short Term Bank Facilities were reaffirmed at IVR A+/ Stable and IVR A1.
The total value of bank facilities covered under this rating update is ₹1,259.11 crores.
The 'Stable' outlook indicates the rating agency's expectation of steady financial performance in the medium term.

💡 As the ratings have been reaffirmed rather than upgraded or downgraded, there is no immediate action required. Investors should view this as a confirmation of financial stability and continue to monitor quarterly earnings for operational growth.

Jyoti CNC Q3 Standalone Net Profit Surges 36% YoY to ₹105.16 Cr; Revenue Up 32%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 10 Feb 2026, 01:39 PM

Jyoti CNC Automation Limited reported a strong standalone performance for the quarter ended December 31, 2025. Revenue from operations grew 32.4% YoY to ₹529.77 Cr, while Net Profit increased by 36% YoY to ₹105.16 Cr. For the nine-month period, the company achieved a profit of ₹256.22 Cr, a significant jump from ₹188.15 Cr in the previous year. While the core business shows robust growth, the auditor highlighted the non-provision of impairment for loss-making subsidiaries, which management expects to turn around soon.

Standalone Revenue from operations increased 32.4% YoY to ₹529.77 Cr in Q3 FY26.
Net Profit after tax rose 36% YoY to ₹105.16 Cr from ₹77.33 Cr in Q3 FY25.
9M FY26 Standalone Revenue reached ₹1,350.31 Cr compared to ₹1,085.93 Cr in 9M FY25.
Finance costs for the quarter increased significantly to ₹18.68 Cr from ₹4.17 Cr YoY.
Auditor noted non-provision of impairment for investments in subsidiaries despite erosion of net worth.

💡 The standalone business demonstrates strong growth momentum and improving margins; however, investors should monitor the consolidated results and the recovery progress of the 'Huron' subsidiaries.

Jyoti CNC Q3 Standalone Net Profit Jumps 36% YoY to ₹105.16 Cr; Revenue Up 32%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 10 Feb 2026, 01:35 PM

Jyoti CNC Automation reported a strong performance for Q3 FY26, with standalone revenue growing 32.4% YoY to ₹529.77 crore. Standalone Net Profit increased by 36% YoY to ₹105.16 crore, driven by robust demand in the machine tool sector. For the nine-month period ended December 2025, the company achieved a profit of ₹256.22 crore, a 36.2% increase over the previous year. While operational growth is strong, finance costs saw a sharp spike to ₹18.68 crore from ₹4.17 crore YoY, and auditors noted the erosion of net worth in international subsidiaries.

Standalone Revenue from operations rose 32.4% YoY to ₹529.77 crore in Q3 FY26.
Standalone Net Profit for the quarter stood at ₹105.16 crore vs ₹77.33 crore in Q3 FY25.
9M FY26 Revenue reached ₹1,350.31 crore, marking a 24.3% growth over 9M FY25.
Finance costs increased significantly to ₹18.68 crore in Q3 FY26 compared to ₹4.17 crore in the year-ago quarter.
Auditors highlighted non-provision of impairment for loss-making subsidiaries, though management expects a turnaround.

💡 Investors should take note of the strong top-line and bottom-line growth, but remain cautious about the rising finance costs and the performance of overseas subsidiaries. The stock continues to benefit from the capital goods upcycle in India.

Jyoti CNC Automation Schedules Q3 FY26 Earnings Call for February 11, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 06 Feb 2026, 05:49 PM

Jyoti CNC Automation Limited has announced its earnings conference call scheduled for February 11, 2026, at 4:30 PM IST. The management, led by Managing Director Mr. Parakramsinh Jadeja, will discuss the financial performance for the quarter and nine months ended December 31, 2025. This call is a standard procedure following the disclosure of quarterly financial results. Investors can participate via universal access numbers or pre-registration through Diamond Pass to gain insights into the company's operational performance.

Earnings call scheduled for February 11, 2026, at 16:30 IST.
Discussion to focus on 3QFY26 and 9MFY26 financial results and business outlook.
Management representation by Managing Director Mr. Parakramsinh Jadeja.
Universal access numbers provided: +91 22 6280 1224 and +91 22 7115 8125.

💡 Investors should monitor the call for management commentary on order book execution and margin sustainability in the CNC machine tool segment.

Jyoti CNC Appoints Prafulla P. Shenoy as Independent Director; Brings 36 Years Banking Experience

🟢 POSITIVE ⭐ 4/10

MANAGEMENT 📅 19 Jan 2026, 05:27 PM

Jyoti CNC Automation Limited has appointed Mrs. Prafulla P. Shenoy as an Additional Independent Director effective January 19, 2026. Mrs. Shenoy brings over 36 years of extensive experience from IDBI and SIDBI, specializing in treasury operations, institutional finance, and resource management. This appointment is subject to shareholder approval within the next three months. Her background in development banking and corporate accounts is expected to strengthen the board's financial oversight and governance.

Appointment of Mrs. Prafulla P. Shenoy as Additional Independent Director effective January 19, 2026
Appointee possesses over 36 years of professional experience in development banking with IDBI and SIDBI
Expertise spans across Treasury Operations, Resource Raising, Corporate Accounts, and Institutional Finance
Shareholder approval for the appointment must be obtained within a 3-month period

💡 Investors should view this as a positive step towards strengthening corporate governance and financial expertise on the board. No immediate action is required as this is a routine management update.

Jyoti CNC Appoints Prafulla P. Shenoy as Independent Director with 36 Years Banking Experience

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 19 Jan 2026, 05:24 PM

Jyoti CNC Automation Limited has appointed Mrs. Prafulla P. Shenoy as an Additional Independent Director effective January 19, 2026. Mrs. Shenoy brings over 36 years of experience from IDBI and SIDBI, where she specialized in treasury operations, corporate accounts, and institutional finance. The appointment is subject to shareholder approval within the next three months. This move aims to strengthen the board's expertise in financial management and corporate governance.

Appointment of Mrs. Prafulla P. Shenoy as Independent Director effective January 19, 2026.
Mrs. Shenoy possesses over 36 years of professional experience in development banking with IDBI and SIDBI.
Expertise spans Treasury Operations, Corporate Accounts, and Institutional Finance.
Shareholder approval for the appointment is required within 3 months of the effective date.

💡 No immediate action is required as this is a routine governance update. The addition of a seasoned banking professional is a positive step for board-level financial oversight.

Jyoti CNC Automation Reports Nil Demat/Remat Requests for Quarter Ended Dec 31, 2025

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 06 Jan 2026, 09:01 AM

Jyoti CNC Automation Limited has filed its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018. The company reported that it received zero requests for dematerialization or rematerialization of shares during the quarter ended December 31, 2025. This statement was verified and confirmed by the company's Registrar and Share Transfer Agent, MUFG Intime India Private Limited. Such filings are mandatory procedural requirements for listed companies in India to maintain transparency in shareholding records.

Zero requests for dematerialization or rematerialization received during the quarter ended December 31, 2025
Compliance certificate issued in accordance with Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018
MUFG Intime India Private Limited confirmed the status as the Registrar and Share Transfer Agent
The filing pertains to the company's Equity Shares listed on both BSE (544081) and NSE (JYOTICNC)

💡 This is a routine administrative filing with no impact on stock valuation; no action is necessary for investors.

Jyoti CNC Automation to Close Trading Window from January 1, 2026 for Q3 Results

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 29 Dec 2025, 11:49 AM

Jyoti CNC Automation Limited has announced the closure of its trading window for designated persons starting January 1, 2026. This move is in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015, ahead of the finalization of financial results for the quarter and nine months ending December 31, 2025. The trading window will remain closed until 48 hours after the financial results are declared and submitted to the stock exchanges. This is a standard regulatory procedure for listed companies to prevent insider trading during the earnings finalization period.

Trading window closure for Designated Persons begins on January 1, 2026
Closure is related to the financial results for the quarter and nine months ending December 31, 2025
The window will reopen 48 hours after the board approves and discloses the financial results
Complies with SEBI (Prohibition of Insider Trading) Regulations, 2015

💡 This is a routine regulatory announcement and requires no immediate action from retail investors. Investors should look out for the upcoming announcement of the board meeting date to review the Q3 financial performance.

Jyoti CNC Automation: Analyst/Institutional Investor Meet Cancelled

🟡 NEUTRAL ⭐ 4/10

REGULATORY 📅 05 Dec 2025, 03:46 PM

Jyoti CNC Automation Limited has announced the cancellation of its Analyst/Institutional Investor Meet scheduled for December 5, 2025, due to some exigency. The company had previously intimated the schedule on December 2, 2025. This cancellation is in accordance with Section 30 of SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015 and Part A of Schedule III thereto. Investors should note this change in schedule as it may affect their ability to directly engage with the company's management.

Analyst / Institutional Investor Meet scheduled for December 05, 2025 cancelled
Cancellation in pursuant to Section 30 of SEBI Regulations, 2015
Previous intimation of the meeting was on December 02, 2025

💡 Investors should monitor the company's announcements for any rescheduling of the analyst meet. Keep an eye on official communications for updated information.

Jyoti CNC Automation to meet Analysts/Investors on Dec 05, 2025

🟡 NEUTRAL ⭐ 4/10

ROUTINE 📅 02 Dec 2025, 02:16 PM

Jyoti CNC Automation Limited has scheduled a meeting with analysts and institutional investors at its Rajkot plant on December 05, 2025, starting at 10:00 AM (IST). The discussions will be based on publicly available information, and no unpublished price-sensitive information will be shared during the interaction. The company has informed the exchange about this meeting under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements), Regulations 2015. Changes to the schedule may occur due to unforeseen circumstances.

Analyst/Investor meeting scheduled for December 05, 2025
Meeting to be held at 10:00 AM (IST)
Meeting to be held at the Company’s plant at Rajkot
Intimation under Regulation 30 of SEBI Regulations 2015

💡 Investors can monitor publicly available information and analyst reports following the meeting on December 05, 2025. No immediate action is required, but stay informed about any updates from the company.

View All JYOTICNC Announcements on Live Market Tracking →

💰 Financial Performance

Revenue Growth by Segment

Consolidated revenue for Q2FY26 grew 17.9% YoY to INR 507.9 Cr, while H1FY26 revenue reached INR 918.1 Cr, a 15.8% increase. Segmental revenue for Q2FY26 was led by Aerospace & Defence at 36% (INR 182.8 Cr), followed by Auto & Auto Components at 26% (INR 132.1 Cr), and General Engineering at 21% (INR 106.7 Cr). The growth is driven by a robust order book and steady execution across high-growth verticals.

Geographic Revenue Split

While specific regional percentages are not fully disclosed, the company operates globally with a significant presence in India and Europe through its French subsidiary, Huron. The management noted that French customers are primarily in the defense sector, contributing to the 36% revenue share from Aerospace & Defence in Q2FY26.

Profitability Margins

Gross Profit Margin improved significantly to 56.0% in Q2FY26, up 540 bps from 50.6% in Q2FY25. However, PAT Margin for Q2FY26 slightly declined by 80 bps to 16.8% (INR 85.5 Cr) compared to 17.6% in Q2FY25, primarily due to increased employee and operational expenses. FY25 annual PAT margin stood at 17.4%, a sharp rise from 11.3% in FY24.

EBITDA Margin

EBITDA Margin for Q2FY26 was 24.5%, a slight decrease of 20 bps from 24.7% in Q2FY25. For the full year FY25, EBITDA margin was 27.0%, up from 22.5% in FY24. The core profitability is supported by vertical integration, though short-term margins are impacted by higher employee costs and other expenses associated with capacity ramp-up.

Capital Expenditure

Capital work-in-progress (CWIP) increased to INR 167.7 Cr as of March 2025, compared to INR 47.8 Cr in March 2024. This reflects significant investment in manufacturing capacity. Property, Plant, and Equipment (PPE) stood at INR 456.4 Cr in FY25, up from INR 308.6 Cr in FY24.

Credit Rating & Borrowing

Infomerics Ratings upgraded the long-term rating to IVR A+/Stable and short-term rating to IVR A1 in July 2025. Borrowing costs have been optimized following the repayment of INR 475 Cr of debt in FY24 using IPO proceeds, leading to a comfortable debt-to-equity ratio of 0.11x as of March 31, 2025.

⚙️ Operational Drivers

Raw Materials

The company utilizes components for CNC machines, including castings, electronic controllers, and precision parts. Cost of Goods Sold (COGS) represented 44% of revenue in H1FY26 (INR 404.1 Cr). Specific raw material percentages like steel or specialized alloys are not disclosed, but vertical integration allows the company to manufacture many components in-house.

Import Sources

The company sources components globally, including from its subsidiary in France (Huron). Specific country-wise import percentages are not disclosed, but the company faces exposure to foreign currency risks due to these international procurement activities.

Capacity Expansion

Capacity utilization for Q2FY26 was 88%. A new capacity became operational in September 2025, with revenue conversion expected to kick in during Q4FY26 due to the 4-6 month assembly cycle for large machines. This expansion is critical to meeting the INR 4,546 Cr order book.

Raw Material Costs

COGS for FY25 was INR 868.8 Cr, representing 47.8% of revenue, an improvement from 50.3% in FY24. This reduction in relative cost is attributed to better product mix and increased in-house manufacturing of critical components.

Manufacturing Efficiency

Asset turnover improved to 0.7x in FY25 from 0.6x in FY24. The company is focusing on high-tech 3-axis and 5-axis machines which offer higher value-add per unit of manufacturing effort.

📈 Strategic Growth

Expected Growth Rate

15-20%

Growth Strategy

Growth will be achieved through the execution of the INR 4,546 Cr order book, particularly in the high-margin Aerospace & Defence sector (40% of order book). The company is also developing an in-house 'HUMA' controller (prototype expected in 12-18 months) which is anticipated to improve overall margins by 4-5% by replacing expensive third-party controllers.

Products & Services

CNC Turning Centers, CNC Turn Mill Centers, Vertical Machining Centers (VMC), Horizontal Machining Centers (HMC), and high-tech 3-axis and 5-axis machining centers.

Brand Portfolio

Jyoti, Huron.

New Products/Services

The company is focusing on the 'HUMA' CNC controller and expanding its range of large-scale 5-axis machines. These are expected to contribute to margin expansion rather than just volume growth.

Market Expansion

The company is strengthening its footprint in the global aerospace and defense markets, leveraging its French subsidiary Huron to capture European demand.

Market Share & Ranking

The company is a leading manufacturer of simultaneous 5-axis CNC machines in India, though specific market share percentage is not provided.

🌍 External Factors

Industry Trends

The global machine tool industry is shifting toward high-precision 5-axis machines and automation. Jyoti is positioned as an early mover in India for these technologies. The industry typically follows a 40:60 revenue split between the first and second halves of the fiscal year.

Competitive Landscape

The company competes with global CNC manufacturers from Japan and Germany, as well as domestic players, but differentiates through its 5-axis capabilities and integrated manufacturing.

Competitive Moat

The moat is built on vertical integration and the technical complexity of 5-axis CNC manufacturing, which has high entry barriers. The acquisition of Huron provides a technological edge in high-end machining that is difficult for domestic competitors to replicate.

Macro Economic Sensitivity

The company is sensitive to industrial CAPEX cycles in the automotive and aerospace sectors. A slowdown in global manufacturing would directly impact order intake.

Consumer Behavior

Increased focus on 'Make in India' and localizing defense production is shifting demand toward domestic high-tech manufacturers like Jyoti.

Geopolitical Risks

Geopolitical tensions in Europe impact the French subsidiary Huron, although currently, this has driven demand in the defense sector.

⚖️ Regulatory & Governance

Industry Regulations

Operations are subject to manufacturing standards and export-import regulations for dual-use technology (aerospace/defense).

Taxation Policy Impact

The effective tax rate for FY25 was approximately 24.3% (INR 101.7 Cr tax on INR 417.7 Cr PBT).

⚠️ Risk Analysis

Key Uncertainties

The primary uncertainty is the high working capital requirement, with working capital days at 262 in FY25. Any disruption in the 4-6 month production cycle could lead to liquidity pressure.