Newjaisa Technologies Limited — Investor Meet, 15-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Newjaisa Technologies discussed H1 FY26 performance, noting a 30% YoY revenue dip due to Amazon's refurbished product ban. Despite this, the company has recovered ~75% of lost revenue, with monthly sales up 50% since February. D2C channel surged 4X. Significant cost controls were implemented, including a 40% workforce reduction. Management expects the company to remain unprofitable this year due to marketing investments and underutilized capacity, but targets full revenue recovery by year-end. Inventory management remains a key focus, and the outlook is positive, viewing current challenges as an opportunity to build its brand.