Jyoti CNC Automation

JYOTICNC

NSE

BSE

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Jyoti CNC Automation shares surge 6.84% on volumes 90% above average, driven by strong Q1 FY27 results showing 37% revenue growth and a record order book of ₹4,848 crore. The rally is further fueled by the imminent commissioning of a new facility with 10,000 machine annual capacity and a recent ₹1,020.65 crore capital investment approval from MeitY. Investors are also reacting positively to the company's significant exposure to the defence sector, which accounts for 38% of its order mix.

6h ago

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Company insights, generated from the most recent coverage.

New facility with 10,000 machines annual capacity expected to commission by end-Sept 2026, unlocking capacity for 25-30% revenue growth guidance.
Stock rallied 6.84% on volumes 90% above average, reflecting institutional conviction ahead of facility commissioning and on strong Q1 results.
Emergence of first-ever replacement demand cycle as customers swap 20+ year old imported machines for Indian-made Jyoti CNC units, adding long-term visibility.

The Quarter story

The two most recent quarterly results, compared side-by-side.

Jyoti CNC Automation shows strong order visibility and gross margins, but faces near-term pressure on operating profits and rising finance costs.

Auto & Auto Components revenue mix recovers from 36% in Q1 FY26 to 35% in Q1 2026-27, showing resilient auto demand.

Consolidated EBIT margin contracts from 26.4% in Q1 FY26 to 19.2% in Q1 2026-27, signaling margin pressure.

Aerospace & Defence revenue mix grows from 30% in Q1 FY26 to 37% in Q1 2026-27, indicating robust segment contribution.

Consolidated finance cost rises from ₹12.1 Cr in Q1 FY26 to ₹24.3 Cr in Q1 2026-27, increasing debt servicing burden.

Consolidated order book expands from ₹4,412 Cr in Q1 FY26 to ₹4,848 Cr in Q1 2026-27, ensuring strong future visibility.

Die & Moulds order intake mix falls from 3% in Q2 FY26 to 1% in Q1 2026-27, reflecting weak segment demand.

Consolidated gross profit margin improves from 55.9% in Q1 FY26 to 58.2% in Q1 2026-27, confirming strong cost control.

Consolidated cash PAT drops from ₹104.8 Cr in Q4 FY26 to ₹72.2 Cr in Q1 2026-27, reflecting seasonal cash flow normalization.

Consolidated revenue from operations grows from ₹410.2 Cr in Q1 FY26 to ₹509 Cr in Q1 2026-27, showing steady top-line traction.

General engineering revenue mix declines from 26% in Q1 FY26 to 17% in Q1 2026-27, indicating reduced segment contribution.

About the company

Jyoti CNC Automation Ltd is an Indian company that manufactures and supplies a diverse range of CNC machines, including 5-Axis CNC machines, Turning Centers, Vertical and Horizontal Machining Centers. The company was incorporated in 1991 and has expanded its product operations since 2002. It acquired Huron Graffenstaden SAS in 2007, enhancing its 5-Axis machining technology. Jyoti CNC has developed various products and technologies over the years, including the 7th SENSE Industry 4.0 initiative, KX300 for aerospace and defense, and Preci Protect AI collision prevention system. The company serves industries such as aerospace, defense, auto components, and general engineering. Jyoti CNC is proposing a fresh issue of equity shares to raise Rs 1000 crore through a public issue.

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Jyoti CNC Automation

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