JTEKT India Ltd
JTEKT India Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #61 of 66 in Auto Components
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JTEKT India Ltd Q4 FY26 key numbers
- Revenue
- Achieved INR300 crores additional turnover in the current year from new capacities.
As stated in JTEKT India Ltd's Q4 FY26 earnings call transcript · published 27 May 2026. Reported figures, not investment advice.
The short version
Achieved INR300 crores additional turnover in the current year from new capacities. JTEKT India Limited expects about INR500 crores additional sales next year from existing production capacities, on top of INR300 crores extra turnover achieved this year, totaling INR800 crores incremental business over two years.
From JTEKT India Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Achieved INR300 crores additional turnover in the current year from new capacities.
- Existing production lines can support approximately INR500 crores incremental sales next year (INR400 crores domestic + INR75-100 crores exports), totaling around INR800 crores additional sales over two years.
- Expect 10% growth in sales next year, manageable with current capacity.
- CVJ production lines expected to reach 90% utilization with new Maruti Suzuki EV MPV launch in Oct 2026.
- Capacity utilization projected to reach 100% within 1 to 1.5 years as new models ramp up.
- Export volumes expected to grow, including up to 5 lakh units to Brazil long-term.
- Revenue growth aligned with passenger vehicle market growth; target surpassing market growth.
2 more points from JTEKT India Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- JTEKT India has completed major capex related to line setups in the last 2 years.
- Current major ongoing capex: Setting up a new Gujarat plant with a committed investment of about INR 250 crores.
- As of now, INR 130 crores spent on Gujarat plant, with another INR 100 crores expected over the next 1-2 years.
- Other normal capital expenditures will continue but will be lower than previous years.
- CWIP (Capital Work in Progress) remains high at INR 411 crores, impacting ratios; this represents unproductive assets currently.
- Focus on expanding production lines for MS Gear, CVJ, and CPS products, especially to cater to new EV models by Maruti Suzuki.
2 more points from JTEKT India Ltd's call on capex
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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 secured a significant order from Stellantis for supply to Brazil and nearby countries, starting with 70,000 units this year and expected to grow to 150,000 units next year, with potential for further order increases.
- The company is supplying 100% of Maruti Suzuki's EV business, including models like e Vitara and Victoris, and expects capacity utilization on the MS Gear Line 6 to increase from 30% to 80-90% with the launch of Maruti's upcoming MPV EV model.
- Honda's new EV SUV launch is anticipated to bring additional business of around INR 100 crores, with expected volumes around 40,000 units.
2 more points from JTEKT India Ltd's call on order book
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What the Q4 FY26 call signalled
2 of 4 strong
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
Others in Auto Components this season
- Shigan Quantum (Q4 FY26)
H2 FY26 standalone revenue: ₹1,225.75 million, up 16% YoY over H2 FY25. Key investor presentation takeaways from Shigan Quantum's Q4 FY26 investor presentation
- Remsons Industries Ltd (Q4 FY26)
Consolidated Revenue from Operations for 4QFY26: Rs 1,304 million, up 23% YoY (Page 19). Key investor presentation takeaways from Remsons Industries Ltd's Q4 FY
- Autoline Industries Ltd (Q4 FY26)
Q4FY26 Revenue from Operations (Standalone): ₹289.00 Cr, up 48.51% YoY from ₹194.60 Cr in Q4FY25 (Page 21, 20). Key investor presentation takeaways from Autolin
- Rane (Madras) Ltd (Q4 FY26)
Q4 FY26 consolidated revenue: Rs 1,051.7 Cr, up 16.2% YoY (Page 15) . Key investor presentation takeaways from Rane (Madras) Ltd's Q4 FY26 investor presentation
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were JTEKT India Ltd Q4 FY26 results?
Achieved INR300 crores additional turnover in the current year from new capacities. JTEKT India Limited expects about INR500 crores additional sales next year from existing production capacities, on top of INR300 crores extra turnover achieved this year, totaling INR800 crores incremental business over two years.
What is JTEKT India Ltd share price analysis?
JTEKT India Ltd currently shows a below-average growth signal. 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?
JTEKT India has completed major capex related to line setups in the last 2 years.
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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.