JINDALSAW IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| IOCIndian Oil Corporation Ltd. | UNSTATED | 14,576 | 14,576–14,576 | 81.5% | — | FY25 | EST | 75% |
| “Recent announcements, such as agreements for long-term LNG supply between Abu Dhabi National Oil Company (ADNOC) and Indian Oil Corporation, as well as MoU bet…” AR DOC | ||||||||
| ONGCOil & Natural Gas Corporation Ltd. | UNSTATED | 13,459 | 1,495–13,459 | 75.2% | — | 2026-01 | EST | 50% |
| “Now in terms of, let's say, the orders, the visibility and all those things, this is -- specifically for India, it depends like how much tender the ONGC and ot…” CONCALL DOC | ||||||||
| GAILGAIL (India) Ltd. | UNSTATED | 4,940 | 4,940–4,940 | 27.6% | — | FY26 | EST | 75% |
| “Dr. Karnatak has extensive Board-level experience, having served as Chairman and Director on the Boards of GAIL (India) Ltd., Mahanagar Gas Ltd., GAIL Gas Ltd.…” AR DOC | ||||||||
| NTPCNTPC Ltd. | UNSTATED | 3,170 | 352–3,170 | 17.7% | — | FY26 | EST | 70% |
| “Jindal ITF has entered contracts for providing its services to clients such as NTPC.” AR · +1 DOC | ||||||||
| Parties | REV SHARE | 2,083 | 2,083–2,083 | 10.0% | — | FY25 | DISC | 90% |
| “CONTRACTS AND ARRANGEMENT WITH RELATED PARTIES The regulation 23(4) states that all related party transactions (RPTs) with an aggregate value exceeding ` 1,000…” AR · +1 DOC | ||||||||
| MGLMahanagar Gas Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Dr. Karnatak has extensive Board-level experience, having served as Chairman and Director on the Boards of GAIL (India) Ltd., Mahanagar Gas Ltd., GAIL Gas Ltd.…” AR DOC | ||||||||
| Australia | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “The UAE facility has approvals from customers and successfully supplied to nearly all countries within the GCC and MENA regions, and outside, namely Australia,…” AR · +1 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Management and Discussion Analysis80 Revenue & Profitability Gross Revenue from operations Profit before finance cost, depreciation, exceptional items and tax …” AR · +1 DOC | ||||||||
| ADNOC | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Recent announcements, such as agreements for long-term LNG supply between Abu Dhabi National Oil Company (ADNOC) and Indian Oil Corporation, as well as MoU bet…” AR DOC | ||||||||
| Mumbai | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Ms. Tripti Jindal Arya has also ventured into children saloon business exclusively catering to kids in commercial hub of India, Mumbai.” AR DOC | ||||||||
| Others | CONTRACT | CT 0 | — | — | COGS | FY26 | EST | 70% |
| “Below are the details for revenue from customers: (` lakhs) Particulars Sale of goods Sale of services Total Within India Outside India Within India Outside In…” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Other current liabilities Unamortised portion of Government grants 540.85 528.76 Unearned interest income 451.29 596.21 Advance from related parties [refer not…” AR · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(f) The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regulations, 1993 regarding the Companies Act and dealing wit…” AR · +1 DOC | ||||||||
| Authority. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “The said requirement does not apply to shares in respect of which there is a specific order of Court, Tribunal or Statutory Authority, restraining any transfer…” AR · +1 DOC | ||||||||
| Business | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “Revenue from operations Revenue from contracts with customers [refer note 42 (b)] Sale of products Finished goods 19,35,634.24 19,49,537.22 Sale of services Jo…” AR · +1 DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Strategic Business Priorities Jindal SAW Ltd. pursues a focused business strategy to drive growth, innovation, and stakeholder value, guided by the following k…” AR DOC | ||||||||
| South East Asia | UNSTATED | — | — | — | — | 2026-10 | EST | 65% |
| “This is for export to South East Asia.” CONCALL p.6 · 31-OCT-26 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8 digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares held in p…” AR · +1 DOC | ||||||||
| Middle East | CONTRACT | CT 0 | — | — | — | 2026-10 | EST | 60% |
| “Now, the existing job work order of approximately 6 lakh metric tons to Saudi has been delayed significantly, primarily because of the war in Middle East.” CONCALL p.6 · 31-OCT-26 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| TARILTransformers And Rectifiers (India) Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “In steel, metals, and process industries, TARIL serves Jindal Steel & Power, JSW, SAIL, Hindustan Zinc, Jindal SAW, Shyam Metallic, and Gajanan Ferro.” AR p.58 · 31-MAR-26 DOC | ||||||||
| JINDALSTELJindal Steel Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “Jindal Steel is now working with Jindal SAW on commercial orders, further advancing self-reliance in sour service steel production.” AR DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 2/2 | 100% | 07-NOV-26 |
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 5/5 | 100% | 09-NOV-26 |
| RATINGS | 0/4 | 0% | — |
| SCREENER | 1/1 | 100% | 09-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 0.328 | 14-NOV-26 | GAIL (India) Ltd. share 14% · NTPC Ltd. share 9% · Indian Oil Corporation Ltd. share 40% · Oil & Natural Gas Corporation Ltd. share 37% |
| CUST MOM 1M | +11.6% | 14-NOV-26 | from 15-OCT-26 · Central Depository Services (India) Ltd. +11.9% w 0 · GAIL (India) Ltd. +11.0% w 0 · Mahanagar Gas Ltd. +10.6% w 0 · Indian Oil Corporation Ltd. +11.8% w 1 |
| DISTRESS SCORE | 0.332 | 12-OCT-26 | roe 0.07 · operatingMargin 0.12 · debtToEquity 0.37 · interestCoverage 2.74 · assetTurnover 0.83 · leverage 1.72 |
| SUPP MOM 1M | +3.4% | 14-NOV-26 | from 15-OCT-26 · Transformers And Rectifiers (India) Ltd. -5.6% w 1 · Jindal Steel Ltd. +12.4% w 1 |