Stockrabit · Analysts
Questions across 3 calls

Aniket Jain

YES Securities

Jyoti CNC Automation Limited

Jyoti CNC Automation Limited CC-Jun26.pdf · 2026-05-29
Sir, so your capacity expansion will be complete soon. And I think you previously mentioned that about 60% to 70% of that will be used for EMS. But as of now, our EMS order book is quite low. So I wanted to check if the capacity is fungible and if we can produce maybe aerospace, defense or auto machines from that and then we can maybe export it or can be utilized in India. So is the capacity fungible and how much additional capex we'll need to incur on that?
That's quite a big number, sir.
Jyoti CNC Automation Limited CC-Feb26.pdf · 2026-02-11
Congratulations on posting really good set of numbers. So my first question is on the India, EU as well as U.S. trade deal. So I think India is reducing the tariffs at least for European Union from probably 18% to 20% to near 0 now while EU's tariffs are a lready in probably low single digit. So are we anticipating any kind of competition from European Union suppliers? What are your views on EU as well as U.S. trade deal?
Understood, sir. And sir, for U.S., I think we had plans to set up a sales office there. So is there any progress on that?
Jyoti CNC Automation Limited CC-Jun25.pdf · 2025-08-07
Sir, I wanted to check that you have quite a good margin increment this year, one of the best over the last few quarters. So do you expect to maintain -- I'm talking about the gross margin. So do you think we'll be able to maintain those gross margins? And this time, it did not flow through EBITDA because of higher employee and other costs, other expenses. So once that normalizes, can we see margins increasing to probably 27%, 28%? That is my question number one.
Just last one, if I can squeeze in. So due to this execution risk or the execution issues that you're currently going through, are you saying no to any orders? Or are you deferring the orders to probably after 2 years or after 2.5 years? So that would be my last question.