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Earnings Call

Jupiter Wagons Earnings Call: Key Takeaways

Jupiter Wagons faced external headwinds in FY26 including global supply chain disruptions and wheelset shortages, yet management remains optimistic about diversification into electric mobility and braking systems.

Why this was an Alfa AlertNot a filter event. Financials reflect operational challenges and there was no material beat over management guidance.
Highlights
Revenue growthFY26 total income reached ₹2,961 crore; Q4 income was ₹790 crore.
MarginsEBITDA margins at 12.4%; wheel-valve business achieved 17% margins.
Order bookRobust order book of ₹4,675 crore as of FY27 start.
Demand visibilityStrong visibility from Indian Railways and high export demand for wagons.
Management confidenceBalanced but cautious, acknowledging external geopolitical and supply chain headwinds.

Growth

FY26 consolidated income at ₹2,961 crore with PAT of ₹166 crore; margins held at 12.4% despite geopolitical pressures.

Outlook

Order book stands at ₹4,675 crore; targets ₹1,000 crore revenue from battery business in 3-4 years.

Risks

Inventory ballooned to ₹1,079 crore (40% jump) due to production mismatches; wheelset supply remains a global bottleneck.

Source

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

Read the document ↗

Jupiter Wagons Ltd: key numbers

Share price
₹226.73
Market cap
₹9,690 Cr
Revenue (annual)
₹2,916 Cr
Net profit (annual)
₹171.1 Cr
P/E (TTM)
58.1×Sector 33.6×
Promoter holding
68.31%+0.00% QoQ
FII holding
3.47%Current quarter

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

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