JNKINDIA Q1 FY27 Guidance vs Delivery (JNKINDIA Management Mirror)

FY27 Revenue Guided at 20-25% Growth; EBITDA Margin Maintained at 12-14%

Management initiated FY27 revenue growth guidance of 25% to 30% in the Mar'26 Qtr, supported by current project pipeline execution, with an expected normalized EBITDA margin run rate of 14% to 15%. In the Jun'26 Qtr concall, the company revised its FY27 revenue growth guidance to 20% to 25% and adjusted its full-year EBITDA margin guidance to approximately 12% to 14%. The Jun'26 Qtr results reported consolidated revenue of INR 1,800 million (+81.6% YoY) and an EBITDA margin of 8.8%. Management anticipates 20% to 25% YoY growth on a medium-term basis, with significant revenue recognition from the BPCL Bina project expected during FY27 and FY28.