Jupiter Wagons Limited · NSE:JWL
Jupiter Wagons — Q4 & FY2026 Earnings Presentation
23 slides from Jupiter Wagons's earnings presentation, May 30, 2026
Slide 1: Exchange filing cover letter for investor presentation
May 30, 2026 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 Symbol
Slide 2: Earnings Update: Q4 & 12M FY26
Jupiter Wagons Ltd Earnings Update: Q4 & 12M FY26 30th May 2026
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 – Q4 FY26 (Consolidated)
Key Financial Updates – Q4 FY26 (Consolidated) Revenue from operations for Q4 FY26 stood at ₹ 780 Crore, down 12% q-o-q EBITDA for Q4 FY26 at ₹ 83 Crore, down by 28% q-o-q EBITDA Margin was 11% in Q4 FY26 compared to 13% in Q3 FY26 PAT for Q4 FY26 stood at ₹ 27 Crore, with a PAT Margin 3.5%. EPS for
Slide 5: Q4 FY26 Financial Updates – Consolidated
Q4 FY26 Financial Updates – Consolidated Consolidated - Q-o-Q Revenue (₹ In Crore) EBIDTA (₹ In Crore) PAT (₹ In Crore) 12% q-o-q 28% q-o-q 56% q-o-q 1,045 103 153 890 780 116 62 83 27 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 Jupiter Wagons Ltd 4
Slide 6: Key Financial Updates – 12M FY26 (Consolidated)
Key Financial Updates – 12M FY26 (Consolidated) Revenue from operations for 12M FY26 stood at ₹ 2,916 Crore EBITDA for 12M FY26 at ₹ 363 Crore EBITDA Margin was 12.4% in 12M FY26 compared to 14.6% in 12M FY25 PAT for 12M FY26 stood at ₹ 166 Crore, with a PAT Margin of 5.7% EPS for 12M FY26 is ₹ 4.02
Slide 7: 12M FY26 Financial Updates – Consolidated
12M FY26 Financial Updates – Consolidated Consolidated - 12M-vs-12M Revenue (₹ In Crore) EBIDTA (₹ In Crore) PAT (₹ In Crore) 26% y-o-y 37% y-o-y 380 56% y-o-y 3,963 578 2,916 363 166 12M FY25 12M FY26 12M FY25 12M FY26 12M FY25 12M FY26 Jupiter Wagons Ltd 6
Slide 8: Consolidated Profit & Loss statement (₹ in Crore)
Consolidated Profit & Loss statement (₹ in Crore) Q4 Q3 Q4 Particulars Q-o-Q (%) Y-o-Y (%) 12M FY26 12M FY25 Y-o-Y (%) FY26 FY26 FY25 Revenue 780.2 890.4 -12.4% 1,044.5 -25.3% 2,915.7 3,963.3 -26.4% Other Income 9.3 9.2 0.9% 12.0 -22.3% 45.7 44.4 2.9% Total Income 789.5 899.6 -12.2% 1,056.5 -25.3% 2
Slide 9: Consolidated Balance Sheet (₹ in Crore)
Consolidated Balance Sheet (₹ in Crore) Particulars FY26 FY25 Particulars FY26 FY25 ASSETS EQUITY Non-current assets Equity share capital 427.4 424.5 Property, plant and equipment 808.9 722.8 Other Equity 2,551.1 2,329.8 Intangible Assets 196.5 209.4 Non controlling interests 8.1 13.3 Right of use A
Slide 10: Key Financial Updates – Q4 FY26 (Standalone)
Key Financial Updates – Q4 FY26 (Standalone) Revenue from operations for Q4 FY26 stood at ₹ 645 Crore, down 17% q-o-q EBITDA for Q4 FY26 at ₹ 67 Crore, down by 28% q-o-q EBITDA Margin was 10.4% in Q4 FY26 compared to 12.1% in Q3 FY26 PAT for Q4 FY26 stood at ₹ 39 Crore, with a PAT Margin 6% EPS for
Slide 11: Q4 FY26 Financial Updates – Standalone
Q4 FY26 Financial Updates – Standalone Standalone - Q-o-Q Revenue (₹ In Crore) EBIDTA (₹ In Crore) PAT (₹ In Crore) 17% q-o-q 145 28% q-o-q 34% q-o-q 1,002 97 776 94 645 58 67 39 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 Jupiter Wagons Ltd 10
Slide 12: Key Financial Updates – 12M FY26 (Standalone)
Key Financial Updates – 12M FY26 (Standalone) Revenue from operations for 12M FY26 stood at ₹ 2,539 Crore EBITDA for 12M FY26 at ₹ 300 Crore EBITDA Margin was 12% in 12M FY26 compared to 14% in 12M FY25 PAT for 12M FY26 stood at ₹ 183 Crore, with a PAT Margin of 7.2% EPS for 12M FY26 is ₹ 4.3 per sh
Slide 13: 12M FY26 Financial Updates – Standalone
12M FY26 Financial Updates – Standalone Standalone - 12M-vs-12M Revenue (₹ In Crore) EBIDTA (₹ In Crore) PAT (₹ In Crore) 34% y-o-y 45% y-o-y 373 51% y-o-y 548 3,871 2,539 300 183 12M FY25 12M FY26 12M FY25 12M FY26 12M FY25 12M FY26 Jupiter Wagons Ltd 12
Slide 14: Standalone Profit & Loss statement (₹ in Crore)
Standalone Profit & Loss statement (₹ in Crore) Q4 Q3 Q4 Particulars Q-o-Q (%) Y-o-Y (%) 12M FY26 12M FY25 Y-o-Y (%) FY26 FY26 FY25 Revenue 645.1 775.9 -16.9% 1,002.0 -35.6% 2,539.1 3,870.6 -34.4% Other Income 8.5 8.2 3.9% 8.7 -2.5% 38.2 34.2 11.5% Total Income 653.6 784.1 -16.6% 1,010.8 -35.3% 2,57
Slide 15: Standalone Balance Sheet (₹ in Crore)
Standalone Balance Sheet (₹ in Crore) Particulars FY26 FY25 Particulars FY26 FY25 ASSETS EQUITY Non-current assets Equity share capital 427.4 424.5 Property, plant and equipment 606.7 553.9 Other Equity 2,565.2 2,327.3 Intangible Assets 25.4 26.9 Right of use Assets 8.7 0.9 Total Equity 2,992.5 2,75
Slide 16: Q4 & 12M FY26: Operating Highlights
Q4 & 12M FY26: Operating Highlights (In Nos.) Q4 Q3 Q4 12M 12M Particulars FY 26 FY 26 FY 25 FY 26 FY 25 Railway Wagons 1,347 1,697 2,375 5,498 8,718 CMS Crossing 386 462 131 1,321 933 Commercial Vehicle Bodies & Components 3,343 3,378 2,442 10,909 8,552 Containers 279 342 338 1,460 1,012 Wheels 198
Slide 17: MD’s Message
MD’s Message Commenting on the results, Mr. Vivek Lohia, Managing Director of Jupiter Wagons Ltd., said, “FY26 was a year marked by significant external challenges for the rail freight ecosystem. In the first half of the year, an industry-wide shortage of wheelsets constrained wagon production acros
Slide 18: MD’s Message
MD’s Message He further adds: “Our container manufacturing business also registered healthy growth in FY26, and the recently announced PLI scheme by the Government of India, with a significant budgetary allocation over the next five years, is a strong policy tailwind that positions this vertical for
Slide 19: Key Highlights- FY26
Key Highlights- FY26 Jupiter Wagons Limited • Order Book as of 31st March, 2026 stands at ₹4,675 crore, providing healthy revenue visibility for the coming years • Jupiter Wagons Limited received reaffirmation of its bank facility credit ratings from CRISIL Ratings Limited at CRISIL AA(-)/Stable for
Slide 20: Key Highlights- FY26
Key Highlights- FY26 Jupiter Tatravagonka Railwheel Factory Limited • Company achieved a significant milestone of achieving over Rs.500 Crore of revenue with a healthy EBITDA margin of 16% • Company secured a healthy order book for its wheelsets business across freight wagons, LHB coaches, metro app
Slide 21: 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 22: 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 23: 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