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Earnings Call

Newjaisa Technologies Earnings Call: Key Takeaways

FY26 revenue dropped to ₹40.5Cr from ₹65.7Cr due to Amazon marketplace exit. Company reported a ₹17.42Cr PAT loss, largely driven by a ₹12.38Cr inventory write-off and restructuring.

Why this was an Alfa AlertNot a filter event. Financials show a significant decline and missed prior performance levels; no 50%+ growth guidance provided.
Highlights
Revenue growthFY26 revenue ₹40.5Cr vs ₹65.7Cr FY25.
MarginsGross margin stable at 36% excluding one-time write-offs.
Order bookConfirmed 600 units for May '26; Hot pipeline ~1500+ units.
Demand visibilityD2C website active users >1 million monthly; B2B pipeline active.
Management confidenceClaims fundamentals intact; disruption was channel-driven, not demand-driven.

Growth

FY26 revenue down 38% YoY; sales units fell to 23,506 from 49,850 in FY25.

Outlook

Projecting Q1 FY27 EBITDA margin of +5%; shifting to D2C and institutional B2B channels with ~46% fixed cost reduction.

Risks

Single-channel dependency (Amazon exit impact), technology shifts rendering older inventory obsolete, and significant negative EBITDA.

Source

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

Read the document ↗

Newjaisa Technologies Ltd: key numbers

Share price
₹17.65
Market cap
₹63.14 Cr
Revenue (annual)
₹40.49 Cr
Net profit (annual)
₹-17.42 Cr
P/E (TTM)
-3.6×Sector 80.0×
Promoter holding
61.03%
FII holding
0.00%Current quarter

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

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