Jupiter Wagons Limited — PPTs, 12-08-2025: Investor Presentation

Here is the summary:

**Financial Highlights:**

Q1 FY26 consolidated revenue declined 47.8% YoY to ₹459.3 Cr, with PAT down 66.2% to ₹31.1 Cr, largely due to a wheel set supply shortage. EBITDA margin was 13.0%. Despite this, a strong order book of ₹5,972 Cr provides future visibility.

**Strategic Initiatives & Growth Drivers:**

A major ₹2,500 Cr investment is planned for India’s first private rail wheel and axle forging plant in Odisha, targeting global exports. JEM's Battery division is expanding into Vande Bharat and industrial segments. Management anticipates production recovery.

**Business Developments:**

Jupiter Electric Mobility (JEM) launched e-LCV production and sales, opening its first EV showroom in Bengaluru with more planned. A significant MoU with Pickkup will deploy 300 JEM TEZ electric LCVs for green logistics.

**Market Position & Competitive Advantage:**

JWL's long-term credit rating upgraded to ACUITE AA (Stable). The new forging plant enhances domestic manufacturing and export capabilities, reinforcing its competitive position through global technology partnerships.

**Investor Implications:**

While Q1 faced temporary supply chain issues, JWL's robust order book and strategic pivots into EVs and critical rail components indicate strong long-term growth potential. Investors should closely monitor new project execution.