Jtekt India Limited — Investor Meet, 19-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

JTEKT India reported FY26 revenue of ₹2,665.6 Cr, up 11% YoY, outpacing industry growth, driven by new model SOPs where it's a complete system supplier. EBITDA grew 10% to ₹200 Cr, but margins slightly dipped to 7.5% due to product mix changes and one-time costs, despite export improvements. Q4 FY26 saw robust sales of ₹780.3 Cr, up 20% YoY, with EBITDA surging 32% to ₹72 Cr and PAT up 22%. The company is expanding capacity with new lines for CVJ and MS Gear coming online, signaling a confident outlook.