Jtekt India Limited — PPTs, 19-05-2026: Investor Presentation

JTEKT India delivered strong FY25-26 performance, with revenue growing 11% YoY to Rs 2,665.6 Cr, outperforming the industry's 9% growth. This boost came from new models where JTEKT acts as a complete system supplier for MS Gear, CEPS, and CVJ. While EBITDA increased 10% YoY to Rs 200 Cr, margins saw a slight 10 bps dip to 7.5%. PAT rose 4% to Rs 76.5 Cr.

The company's Q4 FY26 was particularly robust, with revenue up 20% YoY to Rs 780.3 Cr and PAT surging 23% to Rs 28.1 Cr.

JTEKT is actively focused on capacity expansion, operationalizing new production lines for CVJ, MS Gear, and CEPS during the year. A new facility in Gujarat is also being set up. Management highlights a focus on leveraging these new capacities for continued growth, noting that while some cost challenges like export tariffs are gradually easing, the company is set for future expansion.