Jtekt India Limited — PPTs, 17-11-2025: Investor Presentation

Here's a concise summary for JTEKT India, tailored for retail investors:

1. **Business Performance:** JTEKT India’s revenue for H1 FY26 grew 4% YoY to ₹1205.1 Cr, outperforming the industry. However, profitability was impacted, with EBITDA margin declining to 6.3% from 7.6%, and PAT dropping 17% YoY to ₹28.4 Cr. Key reasons included higher employee costs, increased power tariffs, and costs associated with new production lines and product development.

2. **Growth Drivers & Recent Developments:** Growth was supported by the launch of a new product, the Drive Shaft (CVJ). The company has also made capital expenditures to boost production capacity.

3. **Key Financial Metrics:** Q2 FY26 saw a 6% YoY revenue increase, but Q2 PAT declined 7%.

4. **Management Commentary / Outlook:** Management expects the benefits from investments in increased production capacity to materialize over time.