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Latest filing: 2026-08-13 13:00
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JTEKT India Q1 Revenue Up 27% YoY to ₹718 Cr; Net Profit Drops 42% to ₹6.22 Cr
JTEKT India reported a 26.8% YoY increase in revenue to ₹717.98 Cr for Q1 FY27, driven by volume growth. However, net profit declined sharply by 42.5% YoY to ₹6.22 Cr, primarily due to a 21% surge in employee benefit expenses (₹80.93 Cr) and higher material costs. Sequentially, the performance was weaker, with revenue down 8% and net profit falling 77% from Q4 FY26 levels. The company has confirmed an AGM on August 26, 2026, to approve a ₹0.75 per share dividend for the previous fiscal year.
Confidence: HIGH
What changedThe company reported its Q1 FY27 results, showing a decoupling of revenue growth and profitability as operating expenses outpaced sales gains.
Why it mattersThe sharp drop in PBT margin to approximately 1.2% in Q1 FY27 is concerning for a company trading at a P/E of 52.6, suggesting that recent capacity expansions or labor costs are weighing heavily on the bottom line.
Revenue (Q1 FY27): ₹717.98 CrNet Profit (Q1 FY27): ₹6.22 CrYoY Revenue Growth: 26.8%YoY Net Profit Growth: -42.5%Employee Cost (Q1 FY27): ₹80.93 Cr
📅 Short termThe stock may face downward pressure in the coming weeks as the market digests the significant profit miss and margin erosion despite healthy top-line growth.
📈 Long termLong-term value depends on the company's ability to pass on costs and scale its new CVJ (Constant Velocity Joint) and EV-related product lines to recover historical margin levels.
⚠ Risk flags
- Significant margin contraction
- Rising employee benefit expenses
- High client concentration in the PV segment (95% of revenue)
Key Highlights
Revenue from operations increased 26.8% YoY to ₹717.98 Cr from ₹566.02 Cr.
Net profit after tax fell 42.5% YoY to ₹6.22 Cr, down from ₹10.82 Cr in Q1 FY26.
Employee benefit expenses rose significantly to ₹80.93 Cr compared to ₹66.91 Cr in the year-ago period.
Earnings Per Share (EPS) for the quarter stood at ₹0.22, down from a restated ₹0.42 YoY.
Final dividend of ₹0.75 per share (75%) for FY26 is scheduled for shareholder approval on August 26, 2026.
👀 What to Watch
Investors should monitor management commentary during the August 26 AGM regarding the sharp margin contraction and the status of new production lines for Maruti Suzuki's e-Vitara models.
JTEKT India FY26 Sales Grow 11% Outperforming Market; Full-Year EBITDA Margin at 7.5%
JTEKT India reported an 11% sales growth for FY25-26, surpassing the passenger vehicle industry growth of 9%. While second-half EBITDA margins improved significantly to 8.48% following GST reforms, the full-year margin slightly declined to 7.5% due to a shift in product mix toward lower-margin models and accounting treatments for forex gains. The company successfully completed a rights issue during the year with over 2x public subscription, strengthening its balance sheet for new product lines. Management remains focused on cost control, having reduced fixed costs by 0.28% as a percentage of sales.
Key Highlights
Annual sales growth of 11% outperformed the 9% growth in the Indian passenger vehicle segment.
H2 FY26 EBITDA margins rose to 8.48% compared to 7.71% in the previous year, driven by a 16.7% market recovery in H2.
Export sales increased 20% YoY to INR 664 million, though they remain 22% below the historical benchmark of INR 867 million.
Negative product mix impact of 0.33% (INR 88 million) due to a 33% decline in sales to high-margin customer Honda.
Rights issue was oversubscribed by 2x with full participation from promoters JTEKT Corporation and Maruti Suzuki.
👀 What to Watch
Investors should watch for a recovery in high-margin export volumes and the launch of Honda's SUV EV in December 2026 as primary catalysts for margin expansion. The stock remains a solid play on the Indian PV recovery, but near-term margins are sensitive to the product mix between OEMs.
JTEKT India FY26 Revenue Grows 11% to ₹26,656 Mn; Q4 EBITDA Margins Expand to 9.2%
JTEKT India reported a solid FY 2025-26 with revenue reaching ₹26,656 million, an 11% growth that outperformed the industry average of 9%. While annual EBITDA margins saw a slight dip of 10 bps to 7.5%, the Q4 FY26 performance showed significant recovery with margins rising to 9.2% and PAT growing 23% YoY. The company is heavily investing in capacity, as seen in the debt-equity ratio increasing to 0.28 and the commissioning of multiple new production lines for CVJ and MS Gear. Full-year PAT stood at ₹765 million, up 4% YoY, despite higher finance costs and depreciation from new capital expenditures.
Key Highlights
Annual revenue grew 11% to ₹26,656 million, surpassing the industry growth rate of 9%.
Q4 FY26 EBITDA surged 32% YoY to ₹720 million with margins improving significantly to 9.2%.
Full-year Profit After Tax (PAT) reached ₹765 million, a 4% increase over the previous year.
Commissioned several new production lines including CVJ Line 2, MS Gear Line 6, and CEPS Line 3 during FY26.
Export sales to the US increased by ₹113 million, providing a 0.15% positive impact on margins.
👀 What to Watch
Investors should focus on the ramp-up of newly commissioned capacities and the upcoming Gujarat project which are expected to drive future growth. The strong Q4 margin recovery is a positive signal for operational efficiency despite the current heavy investment phase.
JTEKT India FY26 Revenue Grows 11% to ₹26,656 Mn; Q4 PAT Surges 23%
JTEKT India reported a steady 11% revenue growth for FY26, outperforming the industry average of 9% due to new model launches. While annual EBITDA margins saw a marginal compression of 10 bps to 7.5%, the Q4 performance was significantly stronger with a 20% revenue jump and 23% PAT growth. The company is aggressively expanding capacity, with new lines for CVJ and MS Gear coming online, though this has temporarily increased the debt-equity ratio to 0.28. Export growth to the US and the resolution of Red Sea logistics issues provided margin support, partially offset by higher power costs.
Key Highlights
Annual revenue reached ₹26,656 million, an 11% YoY increase, surpassing the industry average growth of 9%.
Q4 FY26 showed robust performance with revenue up 20% and EBITDA up 32% compared to the same quarter last year.
Full-year PAT grew by 4% to ₹765 million, while Q4 PAT specifically increased by 23% to ₹281 million.
Significant capacity expansion with new lines for CVJ, MS Gear, and CEPS operationalized during the fiscal year.
Debt-to-equity ratio increased from 0.17 to 0.28 to fund growth and new facilities, including a project in Gujarat.
👀 What to Watch
Investors should monitor the utilization rates of the newly commissioned production lines, as higher volumes are expected to improve operating leverage. The strong Q4 momentum and outperformance of industry growth suggest a positive outlook for the coming fiscal.
JTEKT India FY26 Net Profit Rises 12.5% to ₹110.41 Cr; Recommends ₹0.75 Dividend
JTEKT India reported a steady financial performance for the fiscal year ended March 31, 2026, with annual revenue growing 6.2% to ₹2,267.36 crore. Net profit for the year increased by 12.5% to ₹110.41 crore compared to ₹98.14 crore in the previous fiscal year. The Board has recommended a final dividend of ₹0.75 per share (75% of face value), subject to shareholder approval. Leadership stability is also highlighted by the re-appointment of Mr. Minoru Sugisawa as Chairman & Managing Director for a two-year term starting June 2026.
Key Highlights
Annual Revenue from operations increased to ₹2,26,736.21 Lakhs from ₹2,13,500.85 Lakhs YoY.
Net Profit for FY26 rose to ₹11,040.69 Lakhs, representing a 12.5% growth over the previous year.
Recommended a final dividend of 75% (₹0.75 per equity share of ₹1 each).
Full-year Earnings Per Share (EPS) improved to ₹4.34 from ₹3.86 in FY25.
Confirmed leadership continuity with the re-appointment of Mr. Minoru Sugisawa as CMD until May 2028.
👀 What to Watch
The consistent growth in both revenue and profitability, coupled with a steady dividend payout, makes JTEKT India a stable hold for long-term investors. The management continuity through multiple re-appointments further reduces operational transition risks.
Jtekt India Recommends ₹0.75 Dividend; FY26 Net Profit Rises 19.5% to ₹117.68 Crore
Jtekt India Limited has recommended a final dividend of ₹0.75 per equity share for the financial year ended March 31, 2026. The company reported a strong annual performance with net profit increasing to ₹117.68 crore, up from ₹98.51 crore in the previous fiscal year. Revenue from operations grew by 10.8% year-on-year to reach ₹2,271.19 crore. The board also ensured leadership stability by re-appointing the Chairman & Managing Director and other key whole-time directors.
Key Highlights
Recommended a final dividend of ₹0.75 per equity share (75% of face value).
Annual Net Profit grew 19.5% YoY to ₹117.68 crore for FY 2025-26.
Total Revenue from operations for the year stood at ₹2,271.19 crore vs ₹2,050.09 crore in FY25.
Earnings Per Share (EPS) increased to ₹4.63 from ₹3.87 in the previous year.
Re-appointed Minoru Sugisawa as Chairman & Managing Director for a two-year term effective June 2026.
👀 What to Watch
Investors should view the double-digit growth in revenue and profit as a sign of operational efficiency and market strength. The consistent dividend and management continuity provide further confidence for long-term holding.
JTEKT India FY26 Net Profit Rises 8.6% to ₹112.34 Cr; Recommends ₹0.75 Dividend
JTEKT India reported a steady financial performance for FY26, with annual revenue growing 7.7% to ₹2,201.66 crore. Net profit for the full year increased by 8.6% to ₹112.34 crore, up from ₹103.44 crore in the previous fiscal. The fourth quarter (Q4 FY26) showed strong momentum with a PAT of ₹34.42 crore compared to ₹31.70 crore in the same period last year. The board has rewarded shareholders with a 75% final dividend recommendation and ensured leadership continuity through several key management re-appointments.
Key Highlights
Annual Revenue from operations increased 7.7% YoY to ₹2,201.66 crore in FY26.
Full-year Net Profit (PAT) grew to ₹112.34 crore, resulting in an EPS of ₹4.42.
Q4 FY26 Revenue stood at ₹585.51 crore, showing growth over both sequential and YoY quarters.
Recommended a final dividend of 75% (₹0.75 per equity share of ₹1 face value).
Approved re-appointment of Minoru Sugisawa as Chairman & Managing Director for a two-year term.
👀 What to Watch
The company demonstrates consistent top-line and bottom-line growth along with a stable dividend policy. Long-term investors may find the stock attractive given its leadership stability and steady performance in the automotive component space.
JTEKT India Receives Income Tax Demand Notice of INR 137.36 Million for FY 2022-23
JTEKT India Limited has received an Assessment Order for FY 2022-23 from the Income Tax Department involving a demand of INR 137.36 million. The order follows additions and disallowances amounting to INR 313.67 million made to the company's returned income. This assessment includes the impact of the merger with JTEKT Fuji Kiko Automotive India Limited. The company has stated it will appeal the order and does not expect an immediate impact on its operations.
Key Highlights
Tax demand notice received for INR 137.36 million including interest for FY 2022-23.
Total additions and disallowances to returned income amount to INR 313.67 million.
Assessment follows the merger of JTEKT Fuji Kiko Automotive India Limited with JTEKT India.
Company received a show cause notice for initiation of penalty proceedings.
JTEKT India plans to file an appeal before the Commissioner of Income Tax (Appeals).
👀 What to Watch
Monitor the outcome of the tax appeal process as it represents a potential liability of INR 13.7 crore. No immediate action is required as the company is contesting the demand.
JTEKT India Q3 Net Profit Rises 11.5% YoY to ₹24.76 Cr; Revenue Up 7.9% YoY
JTEKT India reported a steady year-on-year growth for Q3 FY26, with revenue from operations reaching ₹541.03 crore compared to ₹501.27 crore in the same quarter last year. Net profit grew by 11.5% YoY to ₹24.76 crore, despite an exceptional charge of ₹3.53 crore related to a Voluntary Separation Scheme (VSS). On a sequential basis, however, both revenue and profit saw a decline from Q2 FY26 levels. The company also noted that it has accounted for the estimated impact of new Labour Codes within its employee benefit expenses.
Key Highlights
Revenue from operations increased 7.9% YoY to ₹541.03 crore.
Net Profit stood at ₹24.76 crore, up 11.5% from ₹22.21 crore in the previous year's corresponding quarter.
Exceptional cost of ₹3.53 crore incurred during the quarter due to a Voluntary Separation Scheme (VSS).
Profit Before Tax (before exceptional items) grew 20.7% YoY to ₹36.60 crore.
Paid-up equity capital increased to ₹27.74 crore following a ₹249.86 crore Rights Issue completed in August 2025.
👀 What to Watch
Investors should focus on the company's year-on-year growth trajectory and the efficient utilization of the recently raised Rights Issue capital. While the sequential dip is a point of caution, the overall improvement in PBT before exceptional items indicates better operational efficiency.
JTEKT India Q3 Net Profit Rises 26.5% YoY to ₹32.18 Cr; Revenue Up 20%
JTEKT India reported a strong performance for the quarter ended December 31, 2025, with revenue from operations growing 20% year-on-year to ₹602.11 crore. Net profit increased by 26.5% YoY to ₹32.18 crore, even after accounting for an exceptional cost of ₹3.53 crore related to a Voluntary Separation Scheme (VSS). The company's equity base expanded following a successful ₹249.86 crore rights issue completed in August 2025. Overall, the results reflect robust demand in the automotive component segment and efficient cost management.
Key Highlights
Revenue from operations increased 20% YoY to ₹602.11 crore compared to ₹501.93 crore in the previous year.
Net Profit (PAT) grew 26.5% YoY to ₹32.18 crore from ₹25.42 crore.
Exceptional expense of ₹3.53 crore recorded during the quarter due to a Voluntary Separation Scheme (VSS) offered to workmen.
Earnings Per Share (EPS) for the quarter stood at ₹1.16, up from a restated ₹1.00 in Q3 FY25.
Successfully utilized proceeds from a ₹249.86 crore rights issue completed in August 2025 to fund growth objects.
👀 What to Watch
Investors should take note of the strong double-digit growth in both revenue and profitability, suggesting healthy demand from automotive OEMs. The successful capital raise via rights issue provides a solid foundation for future expansion, making the stock a positive watch in the auto-ancillary space.
JTEKT India Wins Appeal Against ₹43.12 Crore GST Demand and Penalty
JTEKT India Limited has received a favorable ruling from the Commissioner Appeal CGST Gurgaon, successfully overturning a significant tax demand. The appeal was filed against a GST demand of ₹14.37 crore and a penalty of ₹28.74 crore previously imposed under the CGST Act. The Commissioner allowed the appeal, effectively setting aside the total liability of approximately ₹43.12 crore. This resolution ensures there is no negative financial impact on the company's operations or balance sheet.
Key Highlights
Commissioner Appeal CGST Gurgaon allowed the appeal, setting aside a prior GST order.
The overturned GST demand amounted to ₹14.37 crore.
A substantial penalty of ₹28.74 crore was also successfully contested and removed.
Total financial relief for JTEKT India stands at approximately ₹43.12 crore.
The company confirmed that this ruling results in no adverse financial impact.
👀 What to Watch
Investors should view this as a positive development as it eliminates a significant contingent liability and legal uncertainty. The removal of a ₹43.12 crore potential hit strengthens the company's near-term financial position.
JTEKT India to expand CVJ line capacity by 0.4 Million
JTEKT India Limited announced a capacity expansion for its CVJ line. The proposed capacity addition is approximately 0.4 million units. This expansion aims to cater to the growing demand from Indian Original Equipment Manufacturers (OEMs). The existing capacity is 0.8 million units with a utilization rate of 90%. The expansion is expected to be completed by August 2027 and will be financed through a mix of internal accruals and borrowings.
Key Highlights
Proposed capacity addition of 0.4 Million units for CVJ line
Existing capacity of 0.8 Million units
Existing capacity utilization at 90%
Capacity addition expected by August, 2027
👀 What to Watch
Investors should monitor the company's progress on the capacity expansion and its impact on future revenue growth. Keep an eye on the financing details as they become available.
