| Management target | Revenue 60.0% FY27 |
|---|
| Revenue growth | 46% YoY growth; sequential dip due to product mix transition. |
|---|---|
| Margins | EBITDA margin at 10%; expected to rise as wheelsets/brakes scale. |
| Order book | ₹4,450 Cr total; wagon share remains dominant at ₹3,000 Cr. |
| Demand visibility | Strong private demand; waiting on large Indian Railways wagon tender. |
| Management confidence | High; aggressive on diversification into wheelsets and energy storage. |
Growth
Revenue rose 46% YoY to ₹671 Cr; growth is becoming increasingly non-railway and private sector-led.
Outlook
Targeting ₹1,000 Cr BESS order book and 100,000 wheelset capacity by FY28.
Risks
Sequential wagon volume drop (1,141 vs 1,347 units) masks execution friction during design transitions.
Last quarter's promises, checked
Delivered
- Commercial production of brake systems by July 2026 → Started (= BEAT)
- Double container revenue in FY27 → On track with PLI tailwinds (= BEAT)
- Wheelset revenue >₹500 Cr in FY26 → Delivered ₹528 Cr (= BEAT)
Partly delivered
- Maintain wagon execution momentum → Sequential volumes dipped 15% due to design transition (= PARTIAL)
- Targeting 15% EBITDA margin long-term → Currently at 10-12.4% range (= PARTIAL)
Missed
- Interim wheelset operations 2 quarters early → Delayed by global supply chain (= MISS)
Earnings Call Transcript filed with BSE, NSE: JWL. Summary written with AI assistance from 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.
More from Jupiter Wagons Ltd
All →Jupiter Wagons Merger & Restructuring
Jupiter Wagons Limited has incorporated a new subsidiary named Jupiter Rail Mobility Private Limited to operate within the railway and engineering industry.
Jupiter Wagons Bags ₹97.66 Cr Order from GATX India Private Limited
Jupiter Wagons secured a Rs.97.66 Crore wagon order from GATX India for BFNS22.9 rakes. The deal strengthens its private wagon leasing footprint.
- Value
- ₹97.66 Cr
- From
- GATX India Private Limited
Jupiter Wagons Other Announcement
Jupiter Wagons Limited informed shareholders about accessing the FY 2025-26 Annual Report and 46th AGM notice via web links.
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.
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.
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.