ALFA Finder| 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
- ₹214.82
- Market cap
- ₹9,181 Cr
- Revenue (annual)
- ₹2,916 Cr
- Net profit (annual)
- ₹171.1 Cr
- P/E (TTM)
- 55.1×Sector 32.5×
- Promoter holding
- 68.31%+0.00% QoQ
- FII holding
- 3.02%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Jupiter Wagons Ltd
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- Value
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- From
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