Jyoti CNC Automation has reported strong financial performance for Q3 and 9M FY26, demonstrating robust execution and demand. Revenue for Q3 FY26 surged by 28.1% YoY to INR 576 Cr, while 9M FY26 revenue grew 20.3% YoY to INR 1,494 Cr. The company highlighted margin expansion driven by improved capacity utilization and strategic capacity expansion at its French subsidiary, Huron. The order book remains healthy at INR 4,585 Cr.

Jyoti CNC Automation: Q3 & 9M FY26 Performance Highlights

Jyoti CNC Automation Limited announced its financial results for the Quarter and Nine Months ended December 31st, 2025, showcasing significant year-over-year growth across key performance indicators.

Consolidated Financial Highlights (Q3 & 9M FY26)

The company reported sustained strength across revenue, profitability, and margins:

• Revenue: Q3 FY26 revenue reached INR 576 Cr, marking a substantial 28.1% YoY increase. For the Nine Months (9MFY26), revenue stood at INR 1,494 Cr, growing 20.3% YoY.
• EBITDA: Q3 EBITDA jumped 37.3% YoY to INR 155 Cr, resulting in a 26.8% EBITDA Margin. 9M FY26 EBITDA was INR 379 Cr (+21.1% YoY) with a 25.4% margin.
• PAT: Profit After Tax (PAT) for Q3 FY26 was INR 89 Cr (+10.3% YoY), achieving a 15.4% PAT Margin. PAT for 9M FY26 was INR 245 Cr (+18.5% YoY), delivering a 16.4% PAT Margin.

Key Operational Updates for the Quarter

Operational execution supported the strong financial outcomes:

• Revenue growth was attributed to healthy execution and demand across segments, with Q3 revenue from operations at ₹575.9 crore.
• The company expanded capacity at the Huron facility, doubling it to 240 machines to better serve rising aerospace demand.
• Capacity utilization continued to improve, supported by steady order execution, which contributed to overall margin expansion.
• The order book remains healthy, providing strong revenue visibility for upcoming quarters.

Company Overview and Manufacturing Footprint

Jyoti CNC Automation, established in 1989, is a leading manufacturer of CNC machines with a wide range of 200+ product variants. The company has a significant global footprint, having installed 1,35,000+ machines globally.

Manufacturing strength lies in its integrated facilities: 2 plants in Rajkot, India, and 1 plant in Strasbourg, France (Huron, a subsidiary since 1857). The installed capacity in India is 6,000 machines p.a., with further expansion underway.

In a significant strategic move, the company inaugurated new production facilities at its French subsidiary, Huron Graffenstaden Strasbourg, on November 19th, 2025, aiming to double production capacity in France.

Growth Drivers and Future Strategy

The company is strategically focused on several high-growth sectors, including Electric Vehicles, Semiconductor, EMS (Electronic Manufacturing Services), and Aerospace & Defence.

The strategy for the next leap centers on four pillars:

1. People Development: Focus on skill development via the Center of Excellence (COE).
2. Market Expansion: Leveraging global footprint in key sectors like EMS, Semiconductor, and Aerospace.
3. Product Development: Continued R&D efforts, highlighted by the launch of new models (e.g., GU 8, AWT 22) and the HU.M.A. Human Machine interface patent.
4. Manufacturing Capacity Expansion: The existing capacity enhancement of 6,000 machines p.a. is complete, with an additional 10,000 machines p.a. planned to be operational by September 2026.

Financial Health Snapshot (Historical Trends)

Reviewing the historical performance through FY25 shows consistent improvement:

• Revenue from Operations grew by 35% from FY24 to FY25, reaching INR 1,818 Cr in FY25.
• EBITDA margin expanded significantly from 9.7% in FY22 to 27.0% in FY25.
• PAT turned strongly positive, moving from a loss of -₹48 Cr in FY22 to a profit of ₹316 Cr in FY25, resulting in a 17.4% PAT Margin.
• Key financial ratios for FY25 show strong performance: ROE at 18.7%, ROCE at 21.5%, and Debt/Equity reduced to 0.3x.

Order Book Strength

As of December 31, 2025, the Total Order Book stands at INR 4,585 Cr. This book is noted as healthy and well-diversified, with Aerospace & Defence accounting for 41% and Auto & Auto Components at 19% of the total.

Source: BSE