Neetu Yoshi Limited · BSE:NEETUYOSHI
Neetu Yoshi — H2 FY26 Earnings Presentation
41 slides from Neetu Yoshi's earnings presentation, Jun 4, 2026
Slide 1: Filing cover letter to BSE
Date: 04.06.2026 To, The Secretary BSE Limited (SME Platform) 25th floor, Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai – 400 001 Symbol: NEETUYOSHI Subject: Investor Presentation Dear Sir/ Madam, Pursuant to Regulation 30(6) of the Securities and Exchange Board of India (Listing Obligations
Slide 2: H2 FY26 Investor Presentation
H2 FY26 Investor Presentation
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Neetu Yoshi Limited (Neetu Yoshi, The Company) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and shal
Slide 4: Company & Business Overview
Company & Business Overview Precision Manufacturing, Trusted By Indian Railways
Slide 5: Neetu Yoshi Limited: The Backbone of Rail Engineering
Neetu YOSHI LIMITED: THE BACKBONE OF RAIL ENGINEERING o Neetu Yoshi Limited (The Company, Neetu Yoshi) is a metallurgical engineering company manufacturing critical safety spares for railways. The products includes mild steel, spheroidal graphite iron, cast iron, and manganese steel (0.2 kg to 500 k
Slide 6: Vision & Mission
Vision & Mission VISION MISSION To be recognized as a global leader in Neetu Yoshi Limited is dedicated to the railway industry, Neetu Yoshi establishing state-of-the-art Limited envisions setting new manufacturing facilities for complete benchmarks with our integrated bogies and couplers, leveragin
Slide 7: Key Facts & Figures: Strength In Numbers
Key Facts & Figures: Strength In Numbers 25+ Critical Installed Founded In Class “A” facility Railway Safety Capacity 2020 By RDSO Spare Parts 8,087 MTPA A ISO 9001:2015, Ratios FY26 (In ₹ Cr) ISO 14001:2015 ₹ 140 Cr FY26 Total Income: 101.59 85+ & Order Book ROE: 18.22% EBITDA: 33.87 Team Size ISO
Slide 8: Journey: From Trading To Rail Engineering Excellence
Journey: From Trading To Rail Engineering Excellence 2026 Secured ₹18.64 Cr 2023 2024 2025 railway component orders from government and private entities. Established Manufacturing Conversion of the Expanded installed Facility at Khasara No. 255/256, Company from a private capacity to 8,087 The Compa
Slide 9: Management Overview: Leadership Driving Growth
Management Overview: Leadership Driving Growth Himanshu Lohia Subodh Lohia Saundarya Lohia Kumar Sharat Chandra Jyoti Sudhir Managing Director and Chief Whole Time Director Non-Executive Director Independent Director Independent Director Financial Officer Experience : Experience : Experience : Exper
Slide 10: Precision Engineered Solutions: Meeting Every Need, From 0.2 To 500 Kg
Precision Engineered Solutions: Meeting Every Need, From 0.2 To 500 Kg The Company Provides Tailored Solutions For Critical Railway Applications—Braking, Suspension, Coupling, & Propulsion. Investor Presentation 9
Slide 11: Diverse Product Portfolio: Critical Railway Components
Diverse Product Portfolio: Critical Railway Components Bogie Assemblies: Ensuring Rail Safety & Performance Various Types Of Bogie For Wagon, Coaches & Locomotives BOGIE ASSEMBLIES PRODUCTS CP Assembly Wedges Brake Beam End Casting Strut Castings Axle Box Housing Narrow Jaw Adopter Wide Jaw Adopter
Slide 12: Coupling & Propulsion Systems: Strength & Reliability
Coupling & Propulsion Systems: Strength & Reliability Various Type Of Coupler For Wagon, Coaches & Locomotives COUPLER ASSEMBLIES PRODUCTS Stricker Casting Back Stop Yoke Pin Support Plate Various Type Of Liners Products Used For Attachment & Pulling Of Wagons & Coaches Investor Presentation 11
Slide 13: RDSO Approval: A Mark Of Excellence & Market Entry Barrier
RDSO Approval: A Mark Of Excellence & Market Entry Barrier ⮚ Only Research Designs and Standards Organisation approved vendors are eligible to supply to Indian Railways, creating a strong entry barrier. ⮚ RDSO is the apex body responsible for approving vendors for Indian Railways, making this certif
Slide 14: Manufacturing Facility: State Of The Art Infrastructure
Manufacturing Facility: State Of The Art Infrastructure Location: Khasara No. 255/256, Fakkarhedi, Bhagwanpur, Uttarakhand Area: 10,000 Sq. Meters Installed Capacity: 8,087 MTPA Quality Management: Adherence to ISO 9001:2015 standards. Environmental & Safety Commitments: ISO 14001:2015 for environme
Slide 15: Technology Driven Manufacturing & Testing Excellence
Technology Driven Manufacturing & Testing Excellence Design & Development Infrastructure Support The company designs and develops Dedicated power supply, 300 KVA high-quality, critical safety spares for UPS, and on-site paint and the railways. Built to the highest quality fettling facilities enhance
Slide 16: Customers: Trusted Partners In The Rail Industry
Customers: Trusted Partners In The Rail Industry Indian Railways Titagarh Rail Om Besco Rail Texmaco Rail & Systems Limited Products Limited Engineering Limited Hindustan Engineering Jindal Rail Jupiter Wagons Limited Sail Rites Bengal & Industries Limited Infrastructure Limited Wagon Industry Priva
Slide 17: Sustained Growth, Focused Revenue Streams
Sustained Growth, Focused Revenue Streams (In %) (In %) (In %) (In %) FY26 FY25 FY24 H2 FY26 24% 1% 1% 44% 56% 76% 99% 99% I Railways Private (In ₹ Cr) Sector FY26 FY25 FY24 H2 FY26 Railways 74.18 70.59 46.71 30.15 Private 24.06 0.00 0.52 24.04 Total 98.24 70.59 47.23 54.20 Investor Presentation 16
Slide 18: Revenue Generated Through Different States Across India
Revenue Generated Through Different States Across India (In ₹ Cr) (In ₹ Cr) % Of % Of % Of Particulars FY26 Particulars FY25 FY24 Sales Sales Sales Domestic Domestic West Uttar Pradesh 37.64 38.32 29.59 42.15 38.77 82.09 Bengal West Bengal 15.17 15.45 Jharkhand 8.89 12.67 4.65 9.84 Chhattisgarh 12.4
Slide 19: Sales & Marketing Strategy: Expanding The Reach
Sales & Marketing Strategy: Expanding The Reach Leadership In Marketing Tender-Based Procurement Led by Promoter Director Mr. Himanshu Orders are secured through online Lohia, a graduate in International Marketing tenders and direct inquiries, followed from Wollongong University, Australia. by execu
Slide 20: Industry Overview
Industry Overview The Future Of Mobility: Indian Railways On A Growth Track
Slide 21: Global Railway Industry: Trends & Opportunities
Global Railway Industry: Trends & Opportunities o Growing international collaboration is strengthening India’s global manufacturing presence in railways. o The Alstom–Indian Railways JV is producing 800 electric locomotives for freight operations under a long-term partnership. Global demand for urba
Slide 22: India's Rail Freight Revolution: Trends & Investment Outlook
India’s Rail Freight Revolution: Trends & Investment Outlook Freight contributed The PPP freight corridor around 65% of Indian model is expected to Railways’ earnings, attract ₹5.25 lakh crore generating US$ 19.3 (US$ 60.4 billion) in billion revenue in FY26. investments by 2031. 1 2 3 4 Volume Grow
Slide 23: Opportunity On Rails: Domestic Momentum & International Demand
Opportunity On Rails: Domestic Momentum & International Demand Opportunities In Indian Infrastructure & Railways Opportunities Abroad • Spanning 68,584 route km, Indian Railways operates 13,523 passenger and 11,724 • Indian Railways plans to export semi-high-speed Vande Bharat trains from FY26, frei
Slide 24: Indian Railways: Growth & Investment Landscape
Indian Railways: Growth & Investment Landscape Key Challenges For Railway Spare Investments/Developments Snapshots Parts Manufacturers o ₹16.7 lakh Cr (US$ 194 bn) plan by 2031 to o 95 % network electrified; full coverage by o National Infrastructure Pipeline envisions modernise 1,309 stations and e
Slide 25: FY26 Railway Budget Highlights: Expanding Capacity & Modernization
FY26 Railway Budget Highlights: Expanding Capacity & Modernization Budgetary Allocation ₹2,52,000 crore allocated for FY 2025-26, with additional ₹10,000 crore from extra-budgetary resources. Capital Expenditure ₹2,62,000 crore set for assets, construction, and modernization, including ₹200 crore fr
Slide 26: Financial Overview
Financial Overview Strong Growth, Robust Margins & Sustainable Returns
Slide 27: H2 FY26 Consolidated Performance Highlights (YoY)
H2 FY26 Consolidated Performance Highlights (YoY) Total Income EBITDA EBITDA Margin PAT PAT Margin 20.00 25.00 40.00% 55.63 33.54% 32.00% 32.24% 34.00% 18.00 27.00% 20.00 28.00% 16.00 23.91% 24.21% 17.94 22.00% 14.00 13.47 22.00% 35.52 15.00 16.00% 12.00 17.00% 11.91 10.00% 10.00 12.00% 8.49 10.00 4
Slide 28: H2 FY26 Consolidated Profit & Loss Statement (YoY)
H2 FY26 Consolidated Profit & Loss Statement (YoY) (In ₹ Cr) Particulars H2 FY25 H2 FY26 YoY Revenues 35.38 54.20 Other Income 0.14 1.44 Total Income 35.52 55.63 56.61% Raw Material Expenses 15.86 27.43 Employee Costs 2.06 3.06 Other Expenses 5.69 7.21 Total Expenditure 23.61 37.70 EBITDA 11.91 17.9
Slide 29: Management's Comments On H2 FY26 Performance
Management’s Comments On H2 FY26 Performance “H2 FY26 has been a period of steady growth and strong execution for Neetu Yoshi Limited. We continued to strengthen our presence in the Indian Railways sector through operational efficiency, timely deliveries, and a continued focus on quality and precisi
Slide 30: Key Financial Highlights
Key Financial Highlights Revenue PAT PAT Margin 38.00 40.00% 45.00 44.00% 36.22% 38.00% 101.59 40.00 33.09% 33.34% 33.00 26.50% 32.00% 23.25% 24.63% 35.00 33.87 26.00% 28.00 20.00% 20.00% 25.01 30.00 70.81 14.00% 23.00 23.43 8.00% 25.00 2.00% 18.00 16.45 0.00% 47.45 20.00 17.19 -4.00% 13.00 12.58 -1
Slide 31: Profit & Loss Statement
Profit & Loss Statement (In ₹ Cr) Particulars FY24 FY25 FY26 Revenues 47.33 70.59 98.35 Other Income 0.12 0.22 3.24 Total Income 47.45 70.81 101.59 Raw Material Expenses 24.27 33.81 49.15 Employee Costs 1.68 3.76 5.72 Other Expenses 4.32 9.81 12.85 Total Expenditure 30.27 47.38 67.72 EBITDA 17.19 23
Slide 32: Balance Sheet
Balance Sheet (In ₹ Cr) Equities & Liabilities FY24 FY25 FY26 Assets FY24 FY25 FY26 Equity 3.88 14.27 19.41 Non Current Assets Other Equity 15.86 30.33 117.84 Fixed assets 21.64 32.14 43.26 Non Controlling Interest 0.05 0.09 0.09 Intangible Asset 0.00 0.00 38.16 Net Worth 19.74 44.60 137.25 Non Curr
Slide 33: Cash Flow Statement
Cash Flow Statement (In ₹ Cr) Particulars FY24 FY25 FY26 Cash Flow from Operating Activities 7.67 12.28 4.03 Cash Flow from Investing Activities -16.22 -16.94 -58.81 Cash Flow from Financing Activities 9.57 3.36 56.11 Net Cash Flow 1.02 -1.48 1.33 Investor Presentation 32
Slide 34: Key Ratios
Key Ratios (In %) (In %) ROE ROCE 63.72% 44.14% 36.89% 37.62% 18.22% 22.47% FY24 FY25 FY26 FY24 FY25 FY26 (In Times) (In Times) Debt to Equity Ratio Interest Coverage Ratio 0.88 20.50 13.63 12.63 0.31 0.03 FY24 FY25 FY26 FY24 FY25 FY26 Investor Presentation 33
Slide 35: Key Ratios
Key Ratios (In Times) (In Times) Fixed Asset Turnover Ratio Receivable Turnover Ratio 6.77 5.60 2.58 2.19 2.20 3.08 FY24 FY25 FY26 FY24 FY25 FY26 (In ₹) (In ₹) Earnings Per Share Book Value Per Share 35.36 7.39 6.91 25.42 5.84 15.63 FY24 FY25 FY26 FY24 FY25 FY26 Investor Presentation 34
Slide 36: Growth Overview
Growth Overview Expanding Capacity, Innovation & Market Reach
Slide 37: Competitive Strengths: Market Leadership & Operational Excellence
Competitive Strengths: Market Leadership & Operational Excellence Fully Equipped & RDSO Strategically Located Quality Assurance & Late Mover Advantage Approved Manufacturing Facility Control Manufacturing Facility • The company is equipped with state- of-the-art machinery, including The Company oper
Slide 38: Business Strategies: Expanding Capabilities & Market Reach
Business Strategies: Expanding Capabilities & Market Reach Continue To Focus On Improving Operational Efficiencies The Company leverages technology, automation, and data analytics to enhance efficiency, reduce costs, and upgrade product quality to meet evolving customer needs. Setting Up Of New Manu
Slide 39: Investment Rationale: Why Invest In Neetu Yoshi Limited
Investment Rationale: Why Invest In Neetu Yoshi Limited Integrated Operations, Higher Margins 1 • End-to-end manufacturing enables cost control, quality assurance, and stronger margins. • Order Book of ₹ 140 Crores. RDSO-Certified Market Advantage 2 The Company's RDSO approval serves as a strong ent
Slide 40: Stock Data
Stock Data BSE: 544434 | ISIN: INE0UZO01024 Share Holding Pattern As on 31-03-2026 As on 03-06-2026 Share Price (₹) 121.35 Market Capitalization (₹ Cr) 470.99 Promoter & Promoter Group 29.97% No. of Shares Outstanding 3,88,12,600 Public Face Value (₹) 5.00 52 week High-Low (₹) 148.70 – 71.30 70.03%
Slide 41: Thank You
Thank You Neetu Yoshi Limited 2/155, Jakhan, Rajpur Road, Dehradun, Dehradun, Uttarakhand, 248001, India. Telephone: +91 92581 99664 E-mail: cs@neetuyoshi.com Website: http://www.neetuyoshi.com/ Content Concept & Design By Kirin Advisors Private limited 713-B, Lodha Supremus II,Wagle Estate, Thane (