Jyoti CNC Q2 FY27 Standalone PAT Jumps 46%; Order Book Reaches ₹5,082 Crore

Key Takeaways

• Jyoti CNC's standalone Q2 FY27 revenue rose 31% year-on-year to about ₹588 crore, while PAT increased 46% to ₹115 crore.
• The company's outstanding order book stood at ₹5,082 crore as of September 30, 2026.
• Consolidated revenue increased 18.5% YoY to ₹602 crore, although consolidated PAT declined 15.1% to ₹72.6 crore.

Jyoti CNC Automation reported strong growth in its standalone business for Q2 FY27, supported by record machine dispatches and a September-end order book exceeding ₹5,000 crore.

The CNC machine manufacturer reported standalone revenue from operations of ₹587.5 crore for the September quarter, up 31.1% from ₹448.2 crore a year earlier.

Standalone EBITDA increased 48.3% year-on-year to ₹163.9 crore, while the EBITDA margin expanded to 27.9% from 24.7%. Profit after tax climbed 45.6% to ₹114.9 crore.

Order Book Reaches ₹5,082 Crore

Jyoti CNC's order book stood at ₹5,082 crore as of September 30, 2026, compared with ₹4,848 crore at the end of June.

During Q2 FY27, the company recorded order intake of ₹809 crore and executed orders worth ₹575 crore.

Aerospace and defence accounted for the largest share of the September-end order book at 36%, followed by auto and auto components at 22% and general engineering at 21%.

Jyoti CNC also said it dispatched 1,900 machines during the quarter, its highest-ever quarterly dispatch level.

Standalone and Consolidated Profit Trends Diverge

The consolidated numbers presented a more mixed picture.

Consolidated Q2 FY27 revenue rose 18.5% year-on-year to ₹602 crore from ₹507.9 crore. EBITDA increased 5.4% to ₹131.3 crore.

However, consolidated profit after tax declined 15.1% to ₹72.6 crore from ₹85.5 crore, while the PAT margin narrowed to 12.1% from 16.8%.

The difference between standalone and consolidated profitability is an important distinction for investors assessing the quarter.

₹1,020.65 Crore ECMS Investment Approval

Jyoti CNC also highlighted approval under the Electronics Components Manufacturing Scheme for investment of ₹1,020.65 crore over five years at its Rajkot facility.

According to the company, the proposed investment is eligible for a capital subsidy of up to 25% under the scheme. Jyoti CNC has also applied for an additional matching subsidy under a Gujarat government scheme.

The combination of a larger order book, record dispatches and strong standalone margins provides operating momentum, while the lower consolidated profitability remains a metric to monitor in subsequent quarters.