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Earnings Call

Jupiter Wagons Earnings Call: Key Takeaways

Jupiter Wagons reported FY26 consolidated total income of ₹2,961 crore with PAT of ₹166 crore. Strategy focuses on backward integration and expanding into wheelsets and clean energy.

Why this was an Alfa AlertNot a filter event. Multi-year targets (2030) do not qualify as single-year YoY >50% guidance.
Highlights
Revenue growthFY26 consolidated income ₹2,961 crore.
MarginsFY26 EBITDA margin 12.4%; wheelset business achieved 17%.
Order book₹4,675 crore as of June 2026.
Demand visibilityStrong order book of ₹4,675 crore provides healthy revenue visibility.
Management confidenceHigh; citing strong visibility from Indian Railways and non-wagon growth.

Growth

FY26 revenue reached ₹2,961 cr; EBITDA was ₹363 cr (12.4% margin). Q4 revenue was ₹790 cr.

Outlook

Order book stands at ₹4,675 cr. Targets ₹10,000 cr revenue by 2030 with 15% EBITDA margins.

Risks

Global supply chain disruptions, wheelset shortages, and LPG availability issues impacted FY26 execution and inventory levels.

Last quarter's promises, checked

Delivered

  • Guided wheelset production commencement by year-end → delivered on track for FY28 commissioning (= BEAT)
  • Targeted passenger segment entry in 2026 → delivered entry in FY27 (= BEAT)
  • Guided 13% EBITDA margin maintenance → delivered 12.4% (= BEAT)

Partly delivered

  • Targeted INR 200 cr EV revenue by FY27 → delivered INR 20-odd cr/month run rate (= PARTIAL)
  • Guided order book growth → delivered INR 4,675 cr vs INR 5,041 cr in previous quarter (= PARTIAL)

Missed

  • Guided 10-15% revenue growth → delivered FY26 revenue below prior guidance (= MISS)
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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Jupiter Wagons Other Announcement

Jupiter Wagons Limited informed shareholders about accessing the FY 2025-26 Annual Report and 46th AGM notice via web links.

13:05 IST BSE
Annual Report

Jupiter Wagons Annual Report

Jupiter Wagons Limited has submitted its Annual Report for the financial year 2025-2026. The document includes the notice convening the 46th Annual General Meeting.

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Annual General Meeting

Jupiter Wagons Annual General Meeting

Jupiter Wagons Limited has issued a notice for its 46th Annual General Meeting, scheduled to be held on September 29, 2026.