Jerash (US) (JRSH) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
15 Jun, 2026Company overview and operations
Contract manufacturer of premium apparel for leading global brands, operating eight facilities near Amman, Jordan, with annual production exceeding 24 million pieces.
Strategic location enables duty-free trade with the U.S., EU, UK, and other major markets, providing significant cost savings.
Workforce exceeds 6,300, with a mix of local and international employees, and a focus on responsible growth and high product quality.
Expanded capacity by 15% in 2024-2025 and established new facilities, including a second satellite workshop and an eighth factory in 2026.
Entered strategic partnership with Hansoll Textile to serve major U.S.-based multinational retailers.
Market positioning and customer base
Longstanding relationships with top global brands such as The North Face, Tommy Hilfiger, adidas, Hugo Boss, and American Eagle.
Increasing demand from global customers seeking to shift production away from China and Southeast Asia.
Expanded presence in Europe and added a MENA region sourcing team to reduce raw material dependency in Asia.
Attractive partner for manufacturers whose customers are interested in shifting production to Jordan.
Competitive advantages and industry trends
Jordan’s low-cost, high-quality manufacturing environment and skilled workforce drive profitability.
Duty-free agreements with major markets and favorable U.S. tariff rates compared to China, India, Vietnam, and Indonesia.
Recent reciprocal tariffs from the U.S. have accelerated global brands’ decisions to diversify manufacturing partners.
Latest events from Jerash (US)
- Record revenue and profit growth driven by U.S. demand and trade advantages, with risks monitored.JRSH
Q1 2027 - Record sales, margin gains, and robust governance set the stage for key board and pay votes.JRSH
Proxy filing - Vote on director elections and executive compensation at the September 2026 annual meeting.JRSH
Proxy filing - Turnaround in 2026 driven by capacity growth, new clients, and strong demand from global brands.JRSH
Planet MicroCap Las Vegas 2026 - Record revenue, margin gains, and robust outlook with major capacity expansion underway.JRSH
Q4 2026 - Q3 FY26 revenue up 18% to $41.8M, net income $1.2M, outlook strong amid expansion.JRSH
Q3 2026 - Net income rebounded on improved margins and expanded capacity, despite lower revenue.JRSH
Q1 2026 - Q4 revenue up 35.6%, gross margin at 17.9%, and record annual revenue of $146 million.JRSH
Q4 2025 - Q3 revenue up 28.6%-29%, with Q4 growth of 50%-53% expected as logistics normalize.JRSH
Q3 2025