Jash Engineering Limited has announced a significant boost to its order book, securing new orders worth ₹31.00 crores in August 2025. This development marks a positive trend for the company's growth trajectory in both domestic and international markets.

Order Breakdown

The company's latest corporate announcement reveals a detailed breakdown of the new orders:

• Total new orders in August 2025: ₹31.00 crores
• Domestic market orders: ₹11.00 crores
• International market orders: ₹20.00 crores

Key Contributors

Significant contributors to the August 2025 order intake include:

Domestic Projects

• Toshiba Water - Gurugram
• Legion Energy - Vadodara

International Projects

• Valley Creek WRF - USA
• Fullink Technologies - Hong Kong

Current Order Book Position

As of September 1, 2025, Jash Engineering's consolidated order book position stands at ₹863.00 crores. The order book is diversified across domestic and international markets:

International Order Book Breakdown

The international order book, valued at ₹571.00 crores, is further segmented as follows:

Future Prospects

Jash Engineering has also reported that as of September 1, 2025, they have negotiated orders worth ₹34.00 crores, for which formal purchase orders are awaited. This includes:

• ₹22.00 crores for projects in India
• ₹12.00 crores for projects outside India

The company notes that it typically takes up to two months to receive formal purchase orders after negotiations.

This robust order intake and strong order book position indicate a positive outlook for Jash Engineering's business operations. The company's success in securing both domestic and international projects underscores its competitive position in the market and its ability to attract diverse clients across various regions.

Jash Engineering , a leading manufacturer of water and flow control gates, has released a detailed note explaining the impact of US tariffs on its subsidiary Rodney Hunt Inc. and outlining its strategic plans to mitigate the effects. The company faces significant challenges due to a 50% iron and steel tariff imposed by the Trump administration, effective June 4, 2025, affecting products imported from India to the US.

Tariff Impact on Financials

Rodney Hunt Inc., Jash Engineering's US subsidiary, generated $34.00 million in revenue for the fiscal year 2024-25. Of this, $10.00 million worth of equipment manufactured in Indian plants is now subject to the new tariff. The company anticipates a substantial impact on its financials:

• A $2.00-2.50 million hit to Rodney Hunt's bottom line
• A $2.00-3.00 million impact on top line due to reduced order aggressiveness
• Revision of consolidated profit projection for 2025-26 from Rs 100+ crores to Rs 80+ crores
• Maintained revenue guidance at Rs 860 crores for 2025-26

Strategic Mitigation Plans

To counter the tariff impact and ensure long-term growth, Jash Engineering has outlined several strategic initiatives:

Acquisitions

• Pursuing the acquisition of Westec USA's Indian operations, expected to add Rs 60 crores in revenue
• Acquiring a company in Midlands, UK, to improve offerings and establish a manufacturing base in the region

New Manufacturing Facilities

• Accelerating plans to build a manufacturing facility in Houston, USA, with operations expected to commence by the end of 2026
• Contemplating a new plant in Saudi Arabia, aimed at catering to the growing Middle East market, with commissioning planned for early 2027

Market Expansion

• Shoring up Indian operations by adding new allied products and markets
• Strengthening operations in other international markets with rapid growth potential

Outlook and Recovery

Jash Engineering expects the impact on profits to be primarily restricted to the current year, mainly due to Rodney Hunt's inability to pass on the tariff costs to existing US clients. However, the company remains optimistic about its future performance:

• New quotes are being prepared based on current tariff rates, protecting future orders from margin erosion
• The company anticipates returning to its 12-14% consolidated profit range from the next fiscal year
• Strategic acquisitions and new manufacturing facilities are expected to stabilize and grow the top line from 2027 onwards

Despite the short-term challenges posed by the US tariffs, Jash Engineering's proactive approach and strategic planning demonstrate its commitment to long-term growth and resilience in the face of changing global trade dynamics. The company's focus on diversification and expansion into new markets positions it well to navigate the current uncertainties in the US market while capitalizing on opportunities in India, the UK, and the Middle East.