Jupiter Wagons Limited · NSE:JWL
Jupiter Wagons — Q1 FY26 Earnings Presentation
18 slides from Jupiter Wagons's earnings presentation, Aug 12, 2025
Slide 1: Cover letter to stock exchanges on Q1 FY26 investor presentation
August 12, 2025 To, The Corporate Relationship Department, The Manager, Listing Department, BSE Limited, National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Bandra (E), Mumbai - 400 001. Mumbai - 400 051. Scrip Code: 533272 NSE Sym
Slide 2: Jupiter Wagons Ltd Earnings Update: Q1 FY26
Jupiter Wagons Ltd Earnings Update: Q1 FY26 12th August 2025
Slide 3: Safe Harbour
Safe Harbour Certain statements and opinions with respect to the anticipated future performance of Jupiter Wagons Ltd (JWL) in the presentation (“forward-looking statements”), which reflect various assumptions concerning the strategies, objectives and anticipated results may or may not prove to be c
Slide 4: Key Financial Updates – Q1 FY26 (Consolidated)
Key Financial Updates – Q1 FY26 (Consolidated) Revenue from operations for Q1 FY26 stood at ₹ 459.3 Crore, down 47.8% YoY, due to shortage of wheel set supplied by Railway Wheel Factory, Indian Railways, especially for 25 Ton Axle load wagons for which the Company has majority of its order book. EBI
Slide 5: Q1 FY26 Financial Updates – Consolidated
Q1 FY26 Financial Updates – Consolidated Revenue (₹ In Crore) EBITDA (₹ In Crore) PAT (₹ In Crore) 48% 56% 66% 880 137 92 459 60 31 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Jupiter Wagons Ltd 4
Slide 6: Consolidated Profit & Loss statement
Consolidated Profit & Loss statement (₹ in Crore) Particulars Q1 FY26 Q1 FY25 Y-o-Y (%) FY25 FY24 Y-o-Y (%) Revenue 459.3 879.9 -47.8% 3,963.3 3,643.7 8.8% Other Income 16.9 7.9 115.0% 44.4 24.5 80.7% Total Income 476.2 887.7 -46.4% 4,007.6 3,668.3 9.3% Cost of Raw material 298.0 654.9 -54.5% 2,975.
Slide 7: Key Financial Updates – Q1 FY26 (Standalone)
Key Financial Updates – Q1 FY26 (Standalone) Revenue from operations for Q1 FY26 stood at ₹ 410.9 Crore, down 54.1% YoY, due to shortage of wheel set supplied by Railway Wheel Factory, Indian Railways, especially for 25 Ton Axle load wagons for which the Company has majority of its order book. EBITD
Slide 8: Q1 FY26 Financial Updates – Standalone
Q1 FY26 Financial Updates – Standalone Revenue (₹ In Crore) EBITDA (₹ In Crore) PAT (₹ In Crore) 54% 61% 63% 895 129 89 411 51 33 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Jupiter Wagons Ltd 7
Slide 9: Standalone Profit & Loss statement
Standalone Profit & Loss statement (₹ in Crore) Particulars Q1 FY26 Q1 FY25 Y-o-Y (%) FY25 FY24 Y-o-Y (%) Revenue 410.9 894.9 -54.1% 3,870.6 3,641.3 6.3% Other Income 13.9 7.3 91.5% 34.2 21.0 63.1% Total Income 424.8 902.2 -52.9% 3,904.9 3,662.2 6.6% Cost of Raw material 275.4 686.1 -59.9% 2,964.6 2
Slide 10: Q1 FY26: Operating Highlights
Q1 FY26: Operating Highlights Year ended Year ended FY Particulars Q1FY26 Q4FY25 Q1FY25 FY25 24 Railway Wagons 826 2,375 1,954 8,718 8,055 CMS Crossing 262 131 291 933 654 Commercial Vehicle Bodies & 2,182 2,442 2,129 8,548 10,829 Components Containers 339 338 199 1,012 617 Wheels 208 168 48 411 640
Slide 11: MD’s Message
MD’s Message Commenting on the results, Mr. Vivek Lohia, Managing Director of Jupiter Wagons Ltd., said, “In Q1FY26, operations were temporarily impacted due to shortage in wheel set availability from Indian Railways, which led to a short-term dip in output; however, with supply conditions improving
Slide 12: Key Highlights- Q1 FY26
Key Highlights- Q1 FY26 Order book as of 30th June 2025 stands at ₹ 5,972 Crore Jupiter Electric Mobility (JEM), the EV arm of Jupiter Wagons Ltd., has inaugurated its first showroom in Jayanagar, Bengaluru. This marks the start of JEM’s pan-India expansion with plans to open 4-6 showrooms by Septem
Slide 13: Annexure
Annexure 12
Slide 14: E-LCVs: Entering a New Segment
E-LCVs: Entering a New Segment JEM launched its first eLCV, TEZ, in Indore, marking its entry into India’s electric logistics market. The one-tonne truck is fully indigenous and designed for high performance. The JEM Tez electric light commercial vehicle (e-LCV) 's commercial production has commence
Slide 15: Jupiter Tatravagonka Railwheel Factory Pvt. Ltd. (JTRF)
Jupiter Tatravagonka Railwheel Factory Pvt. Ltd. (JTRF) JTRF has acquired land in Khurda, Odisha, to set up a Railwheel & Axle forging plant, becoming the first private railway heavy engineering facility in the state. This marks a strategic expansion for Jupiter Wagons Limited. With a phased investm
Slide 16: Robust Manufacturing Capabilities
Robust Manufacturing Capabilities No of Facilities Products Unit 1 Load bodies for Commercial Vehicle Unit of Stone India Jamshedpur Baddi Jabalpur No of Facilities Products Kolkata Unit 1 & 2 Load bodies for Commercial Vehicle No of Facilities Products Unit 3 Wagons, CRF section Pune Wagons, couple
Slide 17: Technology Alliance With Best-In-Class Global Players
Technology Alliance With Best-In-Class Global Players Products JV will Key Players Status / Structure manufacture Tatravagonka Tatravagonka, one of the dominant wagon manufacturer in Europe Strategic Investor NA Poprad Kovis D.O.O. is a leading manufacturer of Brake discs for railway vehicles and JV
Slide 18: Thank You
Thank You Mayank Vaswani / Jenny Kunnappally CDR India Tel: +91 98209 40953 / +91 86899 72124 Email: mayank@cdr-india.com / jenny@cdr-india.com