Newjaisa Technologies Limited — Investor Meet, 03-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Newjaisa Technologies' FY26 revenue dropped to 40 Cr from 65 Cr in FY25 after Amazon halted refurbished sales. Despite this, it maintained loss margins & ~6% negative EBITDA. Included a 13.85 Cr one-time write-off, primarily 12.38 Cr for older inventory/spares. Post-Amazon exit, Newjaisa pivoted to its own website & enterprise channels, achieving 225% growth. Monthly sales are recovering, and EBITDA hit breakeven in Feb 2026. Demand is strong, fueled by higher hardware costs & robust enterprise deals. Cost optimization included a 46% headcount reduction. The company holds 15 Cr cash; inventory ageing 90-105 days, expected to stabilize. Management is rebuilding for positive territories.