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Investor Presentation

Jupiter Wagons Investor Presentation: Key Takeaways

Q1FY27 consolidated revenue reached ₹671 Cr with 10% EBITDA margin. Focus remains on portfolio diversification into railwheel manufacturing and energy storage (BESS) segments.

Highlights
Revenue growth46% y-o-y consolidated growth.
MarginsConsolidated EBITDA margin at 10%; Standalone at 10.6%.
Order book₹4,550 Cr as of June 30, 2026.
Demand visibilityStrong revenue visibility with ₹4,550 Cr order book.
Management confidenceHigh; citing strong business momentum and strategic milestones.

Growth

Consolidated Revenue grew 46% y-o-y; Standalone Revenue up 51% y-o-y. Consolidated PAT saw a 16% y-o-y decline.

Outlook

Order book of ₹4,550 Cr. Greenfield Railwheel project targeting full commissioning by end of FY28.

Risks

EBITDA margins compressed 330 bps y-o-y; PAT margins fell from 6.8% to 3.9% y-o-y.

Last quarter's promises, checked

Delivered

  • Guided Stone India commercial production July 2026 → delivered July 2026 (= BEAT)
  • Guided doubling container revenue in FY27 → current momentum aligns (= BEAT)

Partly delivered

  • Guided interim Odisha wheelset ops 2 quarters early → delayed by supply chain (= PARTIAL)
  • Guided ₹4,675 Cr order book → actual ₹4,550 Cr (= PARTIAL)

Missed

  • Guided 12.4% FY26 EBITDA margin → delivered 10% in Q1FY27 (= MISS)
  • Guided ₹2,961 Cr FY26 revenue → delivered ₹671 Cr in Q1FY27 (run-rate shortfall) (= MISS)
Source

Investor Presentation filed with NSE, 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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Value
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From
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15:23 IST NSE
Other Announcement

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.

12:54 IST NSE
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.