AJC Jewel Manufacturers earnings calls.
Manufacturing · 1 quarter tracked · source-linked performance, management guidance and promise context.
Latest revenue
₹101.38 Cr
verified financial record
Quarters tracked
1
source records in the directory
Delivery assessment
Unscored
No scored management commitments are present yet.
Call date
2026-07-16
latest available source date
Signal trajectory
1 actual quarterCurrent read
Unscored
No scored management commitments are present yet.
Latest source read
What changed this quarter?
AJC Jewel Manufacturers delivered exceptional Q1 FY27 results with consolidated revenue of 101.38 cr, surging 124.69% YoY from 45.12 cr, driven by capacity scaling and new customer additions. PAT jumped to 2.38 cr from 0.57 cr with EBITDA margin expanding 108bps to 4.58%. Management guided 450 cr standalone revenue for FY27 with 50% CAGR over 2-3 years, expecting volume-driven growth as they expand beyond Kerala (currently 90-95% of revenue). The proposed 80% stake acquisition in Sharjah entity (valued at 9.66 cr, revenue of 127.95 cr CY25) will consolidate in Q3, strengthening international operations. Capacity utilization remains low at 25% in India and 27% in Sharjah, representing significant leverage as customer onboarding accelerates. Key risks include customer concentration (top 10 = 50% revenue), rapid receivables growth (51% CAGR over 3 years vs 16% sales growth), and negative operating cash flows historically. Seasonal Q2 demand is expected to moderate before festive Q3-Q4 surge.
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Signal
Positive
Revenue
₹101.38 Cr
Source date
2026-07-16
Across the record
Quarter history.
History modules