Q3 2026 Jupiter Wagons Ltd Earnings Call Transcript
Key Points
- Jupiter Wagons Ltd (BOM:533272) reported a 13% quarter-on-quarter growth in total consolidated income, reaching INR900 crores.
- The company achieved a 36% quarter-on-quarter growth in profit after tax, with PAT margin expanding to 7%.
- The consolidated order book is robust at INR5,041 crores, providing strong visibility for future quarters.
- The Odisha greenfield project for wheelsets manufacturing is progressing well, expected to enhance supply chain resilience.
- Jupiter Electric Mobility made significant progress, securing orders for auxiliary battery systems and expanding its battery manufacturing capabilities.
- Supply constraints in wheelsets continue to impact wagon production, despite improvements.
- FY27 is expected to remain muted due to ongoing disruptions in wheelset supplies.
- The company faces challenges in meeting the pricing targets for wheelsets in export markets.
- There is uncertainty regarding the timing of new wagon tenders from Indian Railways.
- The company anticipates continued disruption in wheelset supplies for the next few quarters.
Ladies and gentlemen, good day, and welcome to the Q3 and nine month FY26 earnings conference call of Jupiter Wagons Limited hosted by Systematix Institutional Equities. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Prathmesh Kamath of Systematix Institutional Equities. Thank you, and over to you, sir.
Thank you, and good evening, everyone. Thanks for joining us today for Q3 and 9 months FY26 Earnings Call of Jupiter Wagons Limited. On behalf of Systematix, I would like to thank the management for giving us the opportunity to host this call. Today, we have with us Mr. Vivek Lohia, Managing Director; and Mr.
Vinod Kumar Agarwal, CFO. Now I will hand over the call to the management for their opening remarks, followed by the Q&A session. Thank you, and over to you, Vivek, sir.
Thank you, Prathmesh. Good evening,
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
