JTEKT India Ltd
JTEKT India Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company does not provide specific long-term revenue CAGR targets, linking growth to OEM performance and overall market demand. - Passenger vehicle market expected to grow at 3%-5% annually, supported by positive industry outlook and infrastructure developments. - JTEKT supplies about 50%-55% of Maruti Suzuki's requirements, so growth is closely tied to Maruti, Toyota, and other OEMs. - Expansion in Western India aligns with anticipated OEM growth, including new plants by Toyota and Maruti. - CAPEX of about Rs. JTEKT India foresees growth aligned with the overall automotive industry and OEM performance, particularly Maruti Suzuki and Toyota.
From JTEKT India Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company does not provide specific long-term revenue CAGR targets, linking growth to OEM performance and overall market demand.
- Passenger vehicle market expected to grow at 3%-5% annually, supported by positive industry outlook and infrastructure developments.
- JTEKT supplies about 50%-55% of Maruti Suzuki's requirements, so growth is closely tied to Maruti, Toyota, and other OEMs.
- Expansion in Western India aligns with anticipated OEM growth, including new plants by Toyota and Maruti.
- CAPEX of about Rs. 1,800 crore planned by parent company in India by FY'28, mainly to increase capacity for existing products and exports.
- Export share expected to rise from ~4% to 6%; exports critical for absorption of capacity expansion.
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Profitability & Margins
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Capital Expenditure Plans
- Rs. 287 crores CAPEX incurred in FY 2024-25, mainly for capacity expansion including:
- Third CPS line at Bawal (capacity increase from 10 lakhs to 15 lakhs units)
- Fifth manual gear line at Dharuhera (capacity from 24 lakhs to 29 lakhs units)
- Two more manual gear lines (sixth at Dharuhera, fourth at Chennai) expanding capacity to 36 lakh units
- New CVJ line with Rs. 90-100 crores CAPEX targeted for July 2025 production
- Total Rs. 760 crores CAPEX planned over 3 years (FY 2023-26) covering capacity expansion, maintenance, IT, backward integration, pressure die casting plant expansion, and technical center enhancements
- Additional Rs. 250-650 crores planned for a new plant in Gujarat (Jalisana) starting FY 2027-28 as phase one of a two-phase expansion to establish footprint in western India and support growth
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Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- JTEKT India has good visibility on orders related to the current CAPEX of around Rs. 759 crores, which is for expansion of existing and known orders.
- The company is working on expanding CVJ product orders, currently supplying two models (Toyota Hyryder and Maruti Grand Vitara) and planning to add a third Maruti Suzuki model soon.
- Capacity utilization for CVJ is at 65-70%, with plans for a second production line to meet expected demand increases by July 2025.
- Export orders have begun, such as a significant order from JTEKT Brazil for manual gear, with exports also to the US and potential growth to 4-6% of sales.
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JTEKT India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹780 Cr, net profit ₹27 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What JTEKT India Ltd's management said in earlier quarters
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Frequently Asked Questions
What were JTEKT India Ltd Q4 FY25 results?
The company does not provide specific long-term revenue CAGR targets, linking growth to OEM performance and overall market demand. - Passenger vehicle market expected to grow at 3%-5% annually, supported by positive industry outlook and infrastructure developments. - JTEKT supplies about 50%-55% of Maruti Suzuki's requirements, so growth is closely tied to Maruti, Toyota, and other OEMs. - Expansion in Western India aligns with anticipated OEM growth, including new plants by Toyota and Maruti. - CAPEX of about Rs. JTEKT India foresees growth aligned with the overall automotive industry and OEM performance, particularly Maruti Suzuki and Toyota.
What is JTEKT India Ltd share price analysis?
JTEKT India Ltd currently shows a neutral. The stock trades at a P/E of 47.6 with a market cap of ₹3,654 Cr. Investors should review the full earnings analysis for detailed insights.
Is JTEKT India Ltd planning capital expenditure?
Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.