Newjaisa Technologies Ltd Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Published 3 Aug 2026 | IT - Hardware | Market Cap: ₹56 Cr

The company expects H2 FY 2025-26 to perform better than H1, with a 5-10% sales uplift noted in October compared to previous months. NewJaisa is in a recovery phase post the Amazon sales impact, expecting full revenue recovery by end of FY 2025-26.

From Newjaisa Technologies Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Price

₹16.8

Market Cap

₹56 Cr

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📊 Revenue & Sales Performance

→The company expects H2 FY 2025-26 to perform better than H1, with a 5-10% sales uplift noted in October compared to previous months.
→They project a full recovery in monthly revenue run rate by the end of the year, having already recovered 65-70% of lost ground.
→Growth is driven by expanding B2B/enterprise sales, adding over 50+ SME accounts, and partnerships with large clients including top EMS and NBFC companies.
→Online presence is strong with active users crossing one million and website ranking improving 1000%.
→Distribution through modern trade and new marketplaces is increasing.
→The rental business model and conservative inventory management are expected to sustain steady margins and reduce write-offs.
→Marketing spend will continue to build channel awareness to drive growth.
→The management plans to share inventory aging report for better transparency and control going forward.

📈 Profitability & Margins

→NewJaisa is in a recovery phase post the Amazon sales impact, expecting full revenue recovery by end of FY 2025-26.
→Monthly run rate has recovered ~75% of lost revenue with 100%+ growth in web channel sales and expanded B2B/enterprise channels.
→Operating costs reduced significantly by 40% workforce cuts and controlled marketing spends.
→EBITDA negative currently due to high marketing and ESOP expenses, but expected to improve as utilization and sales grow.
→H2 FY 2025-26 anticipated to be stronger, with sales uptick of 5-10% month-on-month and more consistent revenue.
→Inventory write-offs are controlled; fresh purchases continue to support growth.
→Focus on scaling direct procurement and rental business margins with baked-in asset depreciation expected to support profitability.
→The company remains optimistic about long-term brand building for sustainable earnings improvement beyond FY 2025-26.

🏗️ Capital Expenditure Plans

→No specific details about current or future capex/capital or strategic investments were mentioned in the provided pages of the NewJaisa Technologies Limited H1 FY 2025-26 conference call transcript.
→The discussion mainly focused on inventory management, sales growth, marketing spend, fixed capacity utilization, and operational expenses.
→There was mention of a "new facility that was added for the desktop" which contributed to depreciation costs, implying recent capital investment.
→The company continues to invest in marketing and building its channel for growth.
→Emphasis was placed on managing fixed assets and capacity utilization, with expectations to improve utilization within a year.
→No explicit plans for additional capex or strategic investments announced in the current discussion.

💰 Fundraising & Capital Structure

The transcript provided from NewJaisa Technologies Limited's H1 FY 2025-26 Post Earnings Conference Call does not mention any current or future plans for fundraising through debt or equity. There is no discussion or indication of raising additional capital via these methods within the provided pages (4, 5, 6, 7, 8, 9, 10, 13, and 15). The company's focus appears to be on managing inventory, expanding sales channels, improving customer support, and optimizing costs. Fundraising activities are not addressed in the discussed content.

📋 Order Book & Pipeline

The transcript does not explicitly mention the current or expected order book or pending orders in precise numbers. However, relevant points include: - The company has closed over 50 accounts in the SME and enterprise segment, indicating a strong order pipeline. - Significant orders include a top EMS company and the second largest NBFC, with 15% order fulfillment done and remaining spread over the year. - Recent inventory constraints caused a slight dip in order fulfillment in the last 1.5 months, impacting sales. - The company is actively working on scaling and building marketing efforts to boost orders. - Online sales growth was affected by inventory shortages, but major purchases and finished goods inventories have been replenished recently to meet demand. - A pilot phase on the second largest tech marketplace in India has started, potentially contributing to future orders. No specific numeric values for current orderbook or backlog were disclosed.

Key Metrics

What Newjaisa Tech's management said in earlier quarters

Q4 FY26 earnings call analysis →

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Frequently Asked Questions

What were Newjaisa Technologies Ltd Q2 FY26 results?

What is Newjaisa Technologies Ltd share price analysis?

Newjaisa Technologies Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹56 Cr. Investors should review the full earnings analysis for detailed insights.

Is Newjaisa Technologies Ltd planning capital expenditure?

No specific details about current or future capex/capital or strategic investments were mentioned in the provided pages of the NewJaisa Technologies Limited H1 FY 2025-26 conference call transcript.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.