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Earnings Call

Jamna Auto Industries Earnings Call: Key Takeaways

Jamna Auto reported its strongest-ever FY26 performance, achieving record revenue and PBT driven by M&HCV recovery and aftermarket momentum. Management focuses on its 'Lakshya RISE 5000' strategy.

Why this was an Alfa AlertNot a filter event. Results achieved record levels but no prior guidance range was provided to confirm a 10%+ beat.
Highlights
Revenue growthFY26 revenue up 15% YoY; Q4 up 32% YoY.
MarginsEBITDA margin at 16.5% for Q4 FY26.
Demand visibilityStrong recovery in M&HCV and LCV segments noted.
Management confidenceHigh; citing 'defining year' with record performance and strategic foundation.

Growth

FY26 Net Sales rose 15% YoY to ₹2612cr; PAT grew 28% YoY to ₹231cr. Q4 revenue grew 32% YoY.

Outlook

Targeting ₹5,000cr revenue with 40% ROCE and 50% dividend payout. New capacities commissioned in Adityapur and Indore.

Risks

Dependence on the cyclical M&HCV/LCV segments; potential macro-economic headwinds affecting the Indian economy.

Source

Earnings Call filed with NSE, NSE: JAMNAAUTO. Summary written with AI assistance from the document.

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Jamna Auto Industries Ltd: key numbers

Share price
₹138.20
Market cap
₹5,514 Cr
Revenue (annual)
₹2,612 Cr
Net profit (annual)
₹231.0 Cr
P/E (TTM)
23.6×Sector 33.6×
Promoter holding
49.84%+0.00% QoQ
FII holding
9.01%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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