JASH

Order Win: Jash Engineering Limited received consolidated orders worth ₹102 Cr in September 2026 (₹43 Cr domestic, ₹59 Cr international).\n\nOrder Book: Total consolidated order book position as on October 1, 2026 stands at ₹944 Cr (₹313 Cr domestic, ₹631 Cr international).\n\nNegotiated Orders: Consolidated orders worth ₹53 Cr have been negotiated with formal purchase orders awaited.

- Jash Engineering Limited reported consolidated order intake of ₹102 Cr for September 2026 (₹43 Cr domestic, ₹59 Cr international). - Total consolidated order book as of October 1, 2026, stands at ₹944 Cr (₹313 Cr domestic, ₹631 Cr international). - Consolidated orders worth ₹53 Cr have been negotiated with formal purchase orders awaited.

- Jash Engineering Limited submitted its Quarterly Newsletter for the quarter ended 30th September, 2026. - The newsletter includes updates on product development, prestigious projects, event highlights, and other stakeholder information.

Jash Engineering released its AGM presentation for FY26 highlighting consolidated financial performance and operational updates. Total revenue stood at ₹756.7Cr (up 1% YoY), while EBITDA was ₹122.7Cr (down 13% YoY) and PAT was ₹75.5Cr (down 11% YoY). Performance remained muted due to external headwinds like US tariffs and supply chain issues. The company reported a strong order book of ₹937Cr as of September 2026 and issued a consolidated sales outlook of ₹875Cr for FY27.

- Monthly order intake for August 2026 was Rs. 66 Cr (Rs. 31 Cr Indian, Rs. 35 Cr international). - Consolidated order book as on September 1, 2026, stands at Rs. 937 Cr (Rs. 296 Cr Indian, Rs. 641 Cr international). - Orders negotiated but awaiting formal purchase orders totaled Rs. 86 Cr as on September 1, 2026.

- 52nd Annual General Meeting (AGM) to be held on September 23, 2026, at 5:30 PM (IST) via Video Conferencing/Other Audio-Visual Means (VC/OAVM). - Record date for determining entitlement to the final dividend (if approved) is September 16, 2026. - Remote e-voting facility will be available from September 19, 2026, to September 22, 2026.

- Concall Schedule - Concall Date: 01.09.2026 - Event: Ashwamedh - Elara India Dialogue 2026 Conference - Mumbai (In person - One-on-One and/or Group Meeting)

- Q1 FY27 Consolidated Revenue ₹149.88 Cr vs ₹127.61 Cr (▲17.5% YoY) - EBITDA ₹8.11 Cr vs -₹4.10 Cr (▲297.8% YoY) - PAT ₹5.09 Cr vs -₹5.17 Cr (▲198.5% YoY) - EBITDA Margin 5.4% vs -3.2% (▲860bps)

- Q1 FY27 Consolidated Revenue of Rs.156 crore, a significant improvement of ~17% YoY. - Q1 FY27 PAT turned positive, from minus Rs.5 crore to plus Rs.5 crore YoY, with improved gross profit and EBITDA margins. - Reaffirmed FY27 revenue target of Rs.875 crore and PAT of Rs.100-105 crore, expressing bullishness despite geopolitical uncertainties. - Consolidated order book stands at Rs.932 crore (India Rs.293 crore, outside India Rs.639 crore), deemed healthy and sufficient for FY27 target with overflow for FY28. - Commissioned foundry and gate/valve manufacturing expansion, increasing capacity by up to 30%. - Identified a new business opportunity in data center pressure vessels, with first orders received and potential for Rs.25-30 crore business. - Progressing on new US (Houston) and Saudi Arabia plants, targeting readiness by Dec 2027 and operation by FY28 end, with estimated Capex of $12M for US and $4M for Saudi. - Facing challenges with Jash Process Equipment (formerly WesTech), including loss of Rs.150-200 crore worth of orders, leading to an ongoing review for performance improvement. - Geopolitical issues (Gulf crisis, Singapore payment delays, potential US tariffs) causing shipping delays and a cautious approach to large US order finalization.

- Audio recording of the Earnings Conference Call held on August 12, 2026, discussing the Q1 FY27 unaudited standalone and consolidated financial results for the quarter ended June 30, 2026, is now available on the company's website.

- This document is an 'Investor FAQs' dated March 2026, covering key questions from analysts and investors regarding Jash Engineering Ltd. - The Board comprises 8 members (3 promoters, 1 German partner, 4 independent directors), with a diverse range of experience. - The company manufactures various products including Water control gates, Screening Equipment, Knife gate valves, Treatment Process Equipment, Hydropower Screws, and more. - Products are used in human drinking water, waste water (human and industrial), storm water, industrial applications, and renewable energy generation. - Annual sales breakdown: 60-70% from human/industrial waste water, 10-20% industrial use, 10-15% human drinking water, 5-10% storm water, and 5-10% renewable energy generation. - The typical ordering process from project conception to material delivery takes 12-24 months. - Delivery periods range from 4-7 months for small orders (₹5-100 lacs) to 6-18 months for large orders (above ₹500 lacs). - To mitigate raw material price variations on fixed-price orders, the company factors in higher prices for long-term orders, and gains from Rupee devaluation on export orders help offset domestic price increases. - Payment terms are non-standard, usually involving 10-20% advance or 30-90 day LCs/PDCs, and the company maintains low exposure to high receivables by delivering in lots.

- Q1 FY27 Consolidated Revenue ₹156 Cr (▲17% YoY) - EBITDA ₹14 Cr (vs ₹1 Cr in Q1 FY26) - PAT ₹5 Cr (turned positive from a loss of ₹5 Cr in Q1 FY26) - EBITDA Margin 9.1% (vs 0.8% in Q1 FY26) - Commissioned Unit 1 expansion, increasing manufacturing capacity by over 30%. - Healthy consolidated order book of ₹932 Cr as of August 1, 2026. - Consolidated sales outlook for FY26-27 is ₹875 Cr. - Plans to expand global manufacturing footprint across USA and Saudi Arabia.

- Board approved the appointment of M/s. M. P. Turakhia & Associates as Cost Auditor for FY 2026-27 on August 11, 2026. - Mr. Pratik Patel re-appointed as Managing Director for 5 years, effective March 1, 2027, subject to shareholder approval.

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- Commissioned major capacity expansions in July 2026, increasing casting production by 50% and cast gate & valve manufacturing capacity by over 30%. - Received Saudi approvals for a proposed Saudi plant. - Monthly consolidated order intake for July 2026: ₹75 Cr. - Consolidated order book position as of Aug 1, 2026: ₹932 Cr. - Orders worth ₹72 Cr are negotiated and awaiting formal purchase orders.

- Concall Schedule - Concall Date: August 12th, 2026 - Concall Time: 4:30 PM (IST)

- Subsidiary Rodney Hunt Inc., USA received a first tariff refund claim of USD 540,785. - Monthly order intake for June 2026 was Rs. 91 Cr (Rs. 40 Cr from India, Rs. 51 Cr from international markets). - Consolidated order book position as on July 1, 2026, stood at Rs. 912 Cr (Rs. 284 Cr from India, Rs. 628 Cr from international markets). - Orders negotiated but not yet received as on July 1, 2026, amounted to Rs. 55 Cr.

- Submission of Q1 FY2026-27 Quarterly Newsletter. - FY26 revenue was ₹736 Cr (flat YoY), PAT ₹76 Cr (down YoY) due to external factors. - FY27 revenue guidance: ₹875 Cr (▲19% YoY) with a strong order book of ₹899 Cr. - Long-term vision: target ₹1500 Cr+ revenue by FY31 and new plants in Saudi and Houston. - Updates on product development, prestigious project wins, and certifications.

- The Trading Window for dealing in shares will close for Directors, Designated persons, Insiders, and their relatives from July 1, 2026. - It will remain closed until 48 hours after the declaration of financial results for the quarter ending June 30, 2026. - The date of the Board Meeting for results will be informed later.

- Monthly Order Intake for May 2026 was ₹34 Cr., with ₹15 Cr. from India and ₹19 Cr. from international markets. - The consolidated order book position as of June 1, 2026, stands at ₹888 Cr., comprising ₹261 Cr. from India and ₹627 Cr. from international markets. - Additionally, orders worth ₹76 Cr. are currently negotiated and awaiting formal purchase orders.