Jupiter Wagons Limited — PPTs, 29-01-2025: Investor Presentation

**Financial Highlights:**

Jupiter Wagons Ltd reported a revenue from operations of ₹1,029.8 crore for Q3FY25, reflecting a 15% year-on-year increase, while EBITDA reached ₹148.7 crore, a growth of 19.5% YoY. The EBITDA margin improved to 14.4%. Profit After Tax (PAT) for the quarter stood at ₹96.4 crore, rising by 18.4% YoY, delivering an EPS of ₹2.29.

For the nine-month period, revenues totaled ₹2,918.7 crore, up 15.5%, with an EBITDA of ₹424.8 crore, marking a 24.3% increase. PAT saw an increase of 22.7% YoY, reaching ₹277.7 crore, with an EPS of ₹6.64.

**Strategic Initiatives and Growth Drivers:**

The company increased its stake in Jupiter Electric Mobility (JEM) from 60% to 75%, enhancing its position to leverage advanced battery technology for electric mobility. JEM's acquisition of Log9’s assets propels their capabilities in railway and electric truck battery production, aligning with the emphasis on sustainable transportation.

**Business Developments:**

Jupiter Wagons maintains a robust order book valued at ₹6,320 crore, indicating strong demand across its various product lines. The company is also expanding its foundry capacity to support growth in railway wagon production and other safety components.

**Market Position and Competitive Advantage:**

The growth in both revenue and profit margins demonstrates JWL's strong positioning in the railway and commercial vehicle sectors, showcased by industry-leading EBITDA margins.

**Investor Implications:**

With positive year-on-year growth metrics and strategic moves towards sustainability and electric mobility, Jupiter Wagons shows significant potential for future expansion. The heightened focus on railway infrastructure in upcoming budgets could further enhance demand for its products, making it a stock to watch closely.