jayant agrawal
60 posts








😡 #JAYBEE LAMINATIONS RESULTS. H1 FY26 SME RESULTS. Rs.195 was at 17.3p/e. Now 30x 😡 Extremely poor numbers! Margin has further collapsed (free fall) to 😡4.6%. Pre IPO quarter margin was 15%! This is after collapse to 9% in H2Fy26. There was admission that there was some quantity of high cost CRGO steel which they procured in H2, would be in 31.03.25 closing balance. Looks like substantial quantity of high cost steel remained 😡in stock. As of end September, whether there is more of this steel still in stock?? If so, even H2 will get washed out! Now we can understand why the company was frantically trying to diversify into unrelated biz like EPC contracts! Stock was on 10% UC with investors expecting turnaround. 😡Lot of new investors who entered on Friday is going to get stuck. H1 FY26 Vs.H2 FY25 REV: 219 Cr Vs 214Cr 🫱 PAT: 3.68Cr Vs 11Cr 😡😡😡 (May Compare with H1FY25 Rev=Rs.153Cr & PAT=Rs.14.4Cr ) TTM Vs FY25 REV: 433Cr Vs 368Cr 👍 PAT: 14.68Cr Vs 25.4Cr 😡😡😡 #JAYBEE LAMINATIONS RESULTS H1 FY 2026 (Management team of VILAS LAMINATION had managed the CRGO steel issue very skillfully in H2. Most probably Vilas result would be positive. )




























