Jtekt India Limited has informed the Exchange about Investor Presentation
JTEKTINDIA · price
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JTEKT India reported FY 2025-26 revenue of Rs 26,656 million, an 11% increase exceeding industry growth of 9%, driven by new model launches where JTEKT is a complete system supplier. However, EBITDA margin declined by 10 basis points to 7.5% from 7.6% last year due to unfavorable product mix (lower Honda sales down 33% and Renault Nissan exports down 16%), partially offset by improved export sales to US and resolution of Red Sea shipping issues. EBITDA grew 10% to Rs 2,000 million and PAT increased 4% to Rs 765 million. Q4 FY26 showed strong sequential recovery with EBITDA margin improving to 9.2% from 7.6% in Q3. The company has added new capacity including CVJ Line 2 at Dharuhera and CEPS Line 3 at Bawal, with another facility coming up in Gujarat.
The 11% revenue growth is positive but the margin compression by 10 bps indicates cost headwinds from product mix shifts and one-time expenses. The strong Q4 sequential recovery suggests operational improvement, though full-year margin performance remains under pressure from customer concentration risks and input cost factors.