Jamna Auto Industries Limited · NSE:JAMNAAUTO
Jamna Auto Industries — Q3 FY2025-26 Earnings Presentation
27 slides from Jamna Auto Industries's earnings presentation, Feb 13, 2026
Slide 1: Exchange filing cover letter
Jamna Auto Industries Ltd. February 13, 2026 To, To, BSE Limited National Stock Exchange of India Limited Exchange Plaza, Plot No. C/1, G- Block, Exchange Plaza, Plot no. C/1, G Block, Phiroze Jeejeebhoy Towers, Dalal Street, Bandra-Kurla Complex, Bandra (E) Mumbai- 400001 Maharashtra Mumbai - 400 0
Slide 2: Q3 FY25-26 Results Investor Presentation
Q3 FY25-26 RESULTS INVESTOR PRESENTATION India's Pioneer & Market Leader in Automotive Suspension Solutions BSE CODE NSE SYMBOL DATE 520051 JAMNAAUTO 13 Feb 2026 www.jaispring.com © Jamna Auto Industries Limited | Q3 FY25-26 Investor Presentation
Slide 3: Safe Harbor Statement
SAFE HARBOR STATEMENT This presentation and the accompanying slides (the "Presentation"), which have been prepared by Jamna Auto Industries Limited (the "Company"), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscri
Slide 4: JAI at a Glance
JAI AT A GLANCE From our beginnings in 1954 to market leadership today, JAI is India’s largest and a global leader in tapered and parabolic leaf springs — with a growing portfolio that now includes lift axles and suspension systems, trusted by major OEMs. CARE A1+/AA 10 5,000+ ICRA A1+/AA- 20,000+ T
Slide 5: Milestones & Evolution
MILESTONES & EVOLUTION 1954 2011-24 FY26+ FOUNDING ERA DIVERSIFICATION FUTURE READY Scaled up aftermarket Established as a spring business significantly Started Manufacturing U-Bolt manufacturing unit 1990-2010 Launched new products FY20-++ Capacity expansion: Indore, Early focus on spri
Slide 6: Management Commentary
MANAGEMENT COMMENTARY “ JAI delivered a strong performance in Q3 FY25–26, driven by a broad-based recovery in the automotive sector, disciplined execution and momentum in the aftermarket. Robust demand across key OEM segments, supported by continued cost-optimization initiatives, resulted in “ healt
Slide 7: New Developments - Setting up of New Plant
New Developments- Setting up of New Plant Strategic Initiative:- Setting up of New Parabolic Spring Plant The Indian Commercial Vehicle (CV) industry is undergoing a structural transition from conventional multi-leaf springs to Parabolic Leaf Springs, driven by OEM focus on: • Fuel efficiency – Re
Slide 8: Q3 FY25-26 Key Highlights
Q3 FY25-26 KEY HIGHLIGHTS Update on New Projects Financials Strategic Q3 Q2 Q3 FY 25-26 FY 25-26 FY 24-25 Adityapur Spring Plant has been The Company entered into an export Revenue 668 531 562 commissioned & started commercial agreement with Stellantis Group (Global production Automotive Group), mar
Slide 9: Financial Trends - QoQ Analysis
FINANCIAL TRENDS - QOQ ANALYSIS All Figure are in INR Crores Profit & Loss Statement Consolidated QOQ Particulars Q3 FY 25-26 Q2 FY 25-26 QoQ Q3 FY 24-25 YoY Net Sales 668 531 26% 562 19% EBITDA 117 72 63% 78 49% PBT^ ^95 56 69% 63 50% PAT 58 40 47% 44 33% ^ - Without One time Abnormal Provision on
Slide 10: Financial Trends - YoY Analysis
FINANCIAL TRENDS - QOQ ANALYSIS All Figure are in INR Crores Profit & Loss Statement Consolidated YOY 9 Months 9 Months 12 Months Particulars YoY FY 25-26 FY 24-25 FY 24-25 Net Sales 1772 1632 9% 2,270 EBITDA 267 222 20% 308 PBT^ ^216 183 18% 256 PAT 144 130 11% 180 ^ - Without One time Abnormal Pro
Slide 11: Industry Highlights
INDUSTRY HIGHLIGHTS Highlights For the Quarter All Figure are in INR Crores QoQ YoY Change % Change % 10% 18% 291 265 247 1032 24% 20% 116 93 97 393 175 171 150 639 2% 16% Q3 FY25-26 Q2 FY25-26 Q3 FY24-25 FY24-25 LCV M & HCV Total Data Source-SIAM LCV Production Changes M&HCV Production Changes - Q3
Slide 12: Revenue Mix & Product Mix
REVENUE MIX & PRODUCT MIX Revenue Mix Product Mix 23% 46% 54% 77% Existing Market New Market Existing Product New Product © Jamna Auto Industries Limited | Q3 FY25-26 Investor Presentation
Slide 13: Strategic Roadmap: Lakshya RISE 5000
STRATEGIC ROADMAP LAKSHYA RISE 5000 Our blueprint for the next phase of accelerated growth and value creation • Our target is to achieve Rs. 5,000 crores Revenue, New Markets (Indian After Market +Export) to be 40% of Revenue, deliver 40% ROCE and 50% Dividend payout. • As, we go further, to ensure
Slide 14: Geographic Expansion Strategy
GEOGRAPHIC EXPANSION STRATEGY India Manufacturing Footprint Strategic proximity to key OEM hubs Total Plants 10 JAI YAMUNA NAGARR JAI PANT NAGAR SML Isuzu, Ropar TATA Motor, North Zone 2 Plants Ashok Leyland South Zone 3 Plants JAI MALANPUR Ashok Leyland, Alwar West Zone 1 Plants East Zone 2 Plants
Slide 15: Digital Transformation Journey
DIGITAL TRANSFORMATION JOURNEY FRONT-END / INPUTS CORE OPERATIONS ANALYTICS & OUTPUT Mechanic App Deployed Dealer Portal Rolled Out Live DMS Live RLP App Tableau BI JAI Connect Active VTS Operational Across Functions Real-time Decision Making ERP WhatsApp Bot Deployed ERP-Banking Live © Jamna Auto I
Slide 16: Innovation & R&D Showcase
INNOVATION & R&D SHOWCASE World-Class R&D Infrastructure IP Portfolio In-House R&D Centre Fatigue Test Rigs FEA & Simulation Prototyping Lab • 140+ copyrighted designs across springs and suspension products. JAI is constantly adapting to evolving technology in order to keep up with the times and off
Slide 17: Corporate Governance Framework
CORPORATE GOVERNANCE FRAMEWORK Governance Structure Risk Monitoring & Controls Board of Directors Centralized Decisions Cross-Functional Teams Periodic Reviews Unified framework for strategic CFTs for strategic initiative Monthly/Quarterly management alignment execution cadence Board Committees Audi
Slide 18: Shareholding Pattern
SHAREHOLDING PATTERN 2% % Holding as % Holding as Categories 13% on 31.12.2025 on 31.03.2025 50% Promoters 50% 50% Institutional Investors 13% 8% 35% Bodies Corporate 2% 2% Individual & Others 35% 40% Promoters Institutional Investors Bodies Corporate Individual & Others Total 100% 100% © Jamna Auto
Slide 19: ESG & CSR
CONTRIBUTING TO THE SOCIETY ESG & CSR © Jamna Auto Industries Limited | Q3 FY25-26 Investor Presentation
Slide 20: ESG Roadmap & Targets
ESG ROADMAP & TARGETS FY 2030 Sustainability Sustainability Roadmap Vision towards ESG KPIs I. Accelerating Decarbonization: Reduction of 18% (Baseline H2FY2025) I. Focused transition to green fuels and renewable energy, infrastructure upgrades, and strategic initiatives. II. Renewable Energy transi
Slide 21: Contributing to the Society
CONTRIBUTING TO THE SOCIETY We are committed to contribute to the social and economic welfare of communities in which we operate. Playing an active role in sustaining positive change within society. We aim to create opportunities for the holistic development of people from all sections of society. S
Slide 22: Contributing to the Society
CONTRIBUTING TO THE SOCIETY Environment Education • 1400 fruits & forestry saplings planted in Yamuna Nagar, Jamshedpur & • Awarded prize to 18 meritorious student in adopted Govt. schools Pant Nagar. in Jamshedpur. • Constructed an entrance gate structure in Kalesar Wildlife Sanctuary, • Renovated/
Slide 23: Contributing to the Society
CONTRIBUTING TO THE SOCIETY Sports Community Reach • Sponsored monthly diet money to 18 sportspersons in GNK College, • 211 beneficiaries were screened in TB Screening Camp in YNR & YNR. Jamshedpur. • Co-sponsored sports events like Run for Unity Marathon, Sansad Khel • 140 beneficiaries were screen
Slide 24: Customer Concentration & Diversification
CUSTOMER CONCENTRATION & DIVERSIFICATION OEM Customers Aftermarket Network 400+ 20K+ 25K+ Distributors Retailers Mechanics © Jamna Auto Industries Limited | Q3 FY25-26 Investor Presentation
Slide 25: Product Portfolio & Applications
PRODUCT PORTFOLIO & APPLICATIONS Comprehensive Suspension Solutions Conventional Leaf Spring Hybrid Leaf spring Assembly Z-Spring Parabolic Leaf Spring Stabilizer Bar © Jamna Auto Industries Limited | Q3 FY25-26 Investor Presentation
Slide 26: Product Portfolio & Applications
PRODUCT PORTFOLIO & APPLICATIONS Comprehensive Suspension Solutions Bus Air Suspension Lift Axle Trailer Air Suspension Trailer Mechanical and Air Suspension with Lift Axle Trailer Mechanical Suspension Sleeper Suspension © Jamna Auto Industries Limited | Q3 FY25-26 Investor Presentation
Slide 27: Product Portfolio & Applications
PRODUCT PORTFOLIO & APPLICATIONS After Market India JAI’s Product Portfolio Trailer Allied Components Spring Allied Components Lift Axle Allied Components Trailer Axle Jack Rod © Jamna Auto Industries Limited | Q3 FY25-26 Investor Presentation
Jamna Auto Industries — Q3 FY2025-26 Earnings Presentation on 6ix