Jupiter Wagons Ltd (BOM:533272)

Q1 2026 Jupiter Wagons Ltd Earnings Call Transcript

Aug 13, 2025 / 10:00 AM GMT

Release Date Price: ₹316.8 (-3.84%)

Transcript

Key Points

Positve

Jupiter Wagons Ltd (BOM:533272) has normalized the supply of wheel sets, which is expected to recover lost production in the coming quarters.
The company has made significant progress in its Jupiter Electric Mobility segment, with production and sales having commenced and plans to open additional showrooms.
The battery division is experiencing 100% month-on-month growth, with new orders for domestic and export markets.
The company has a confirmed order book of INR5,972 crores, providing visibility for future quarters.
Jupiter Wagons Ltd (BOM:533272) received an upgrade in its long-term credit rating, reflecting a strong balance sheet and prudent capital management.

Negative

The company faced challenges due to a short supply of wheel sets from Indian Railways, leading to suboptimal plant utilization and a 53% decline in total income for Q1 FY26 compared to Q1 FY25.
Margins contracted this quarter due to reduced revenue, although the company expects to maintain margins moving forward.
The order book has seen a decline from 7,000 crores to below 6,000 crores, primarily due to pending tenders from Indian Railways.
There is a substantial price differential between Chinese and Indian wheel sets, impacting financial viability for imports.
The brake systems business has not shown significant growth, with supplies skewed towards the end of the year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JUWL.NS - Jupiter Wagons Ltd
Q1 2026 Jupiter Wagons Ltd Earnings Call
Aug 13, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q1 FY26 earnings conference call of Jupiter Wagons Limited.

As a reminder, all participant lines will be in the lesson only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Prathamesh Kaman from Systematic Group.

Thank you and over to you, sir.

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Unidentified_2 [2]
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