Date: 25th August 2026 (Annual Report), 11th May 2026 (Related Party Transactions)

Financial Performance Highlights

Consolidated Results (FY 2025-26 vs FY 2024-25):

  • Revenue from operations: ₹6,088.37 Crores (vs ₹5,472.33 Crores) - increased by 11.25%
  • EBITDA: ₹843.83 Crores (vs ₹730.39 Crores) - increased by 15.53%
  • Profit After Tax: ₹238.07 Crores (vs ₹214.63 Crores)
  • EPS: ₹9.25 (vs ₹8.54)
  • Other Equity: ₹1,514.62 Crores (vs ₹1,326.98 Crores) - increased by 14.1%

Standalone Performance:

  • Revenue from operations: ₹5,401.82 Crores (increased by 13.07%)
  • Profit After Tax: ₹148.07 Crores
  • Basic and diluted EPS: ₹6.26

Segment-wise Performance:

Revenue Contribution:

  • Component Division: ₹3,442.58 Crores (56.5% of total)
  • OEM Division: ₹2,307.37 Crores (37.9% of total)
  • Tool Room Division: ₹338.42 Crores (5.6% of total)

Dividend Declaration & Capital Raising

  • Recommended final dividend of 85% i.e. ₹0.85 per equity share
  • Record date: 9th September, 2026
  • Total dividend amount: ₹2,010.20 lakhs (subject to shareholder approval)
  • Approval sought for raising up to ₹1,500 Crores through various securities instruments including equity shares, GDRs, ADRs, FCCBs, preference shares, and debentures

Board & Management Changes

30th AGM Agenda (16th September 2026):

  • Re-appointment of Mr. Nishant Arya as Managing Director (designated as Vice-Chairman and Managing Director) for 3 years w.e.f. 18th May, 2027 with remuneration including:
  • Basic Salary: ₹65,00,000 per month
  • Perquisites & Allowances: Up to 200% of basic salary
  • Commission: Up to 5% of Net Profit
  • Approval for continuation of Mr. Praveen Kumar Tripathi as Independent Director after attaining age 75 years until expiry of current term on 10th July, 2029
  • Ratification of Cost Auditors remuneration

Current Board Composition:

Six-member board with three independent directors including one woman director

Related Party Transactions Disclosure

Inter-Corporate Loans:

  • Total loans given during year: ₹8,866.54 lakhs to subsidiaries and joint ventures
  • Significant loans to JBM Ecolife Mobility Private Limited: ₹6,537.54 lakhs
  • Loan conversion to preference shares: ₹31,394.73 lakhs

Investments:

  • Investment in preference shares of JBM Ecolife Mobility Private Limited: ₹36,916.30 lakhs

Remuneration to Key Management Personnel:

  • Total KMP remuneration: ₹3,663.22 lakhs (FY 2024-25: ₹3,218.16 lakhs)
  • Mr. Nishant Arya: ₹3,293.08 lakhs
  • Mr. Dhiraj Mohan: ₹173.12 lakhs
  • Mr. Vivek Gupta: ₹137.97 lakhs
  • Mr. Sanjeev Kumar: ₹59.05 lakhs

Guarantees Outstanding:

  • Bank guarantees: ₹5,846.63 lakhs
  • Corporate guarantees: ₹14,594.00 lakhs
  • Surety bonds: ₹2,912.24 lakhs

Subsidiary & Joint Venture Updates

Material Subsidiaries:

  • JBM Electric Vehicles Private Limited (85% shareholding, PAT: ₹13,495.28 lakhs)
  • JBM Green Energy Systems Private Limited
  • JBM Ogihara Automotive India Limited

Strategic Development:

  • JBM Ecolife Mobility Private Limited secured strategic investment of ₹750 Crore from Motilal Oswal Alternates for deployment of approximately 2,000 energy-efficient e-buses
  • Electric bus division captured 24% market share
  • Established JBM Electric Vehicles Europe B.V. (incorporated 22nd July, 2025)

Corporate Governance & Compliance

Auditors' Reports:

  • Statutory Auditors (R N Marwah & Co LLP): Unmodified opinion on financial statements
  • Secretarial Auditors: No qualification, reservation, adverse remarks or disclaimer
  • Limited assurance obtained on BRSR Core indicators as per SEBI requirements

Compliance Status:

  • No material orders passed by regulators or courts impacting going concern status
  • No defaults in payment of dues to banks, financial institutions, or debenture holders
  • No frauds reported by auditors
  • CRISIL Ratings: Long Term A/Stable, Short Term A1 (Reaffirmed)

CSR Expenditure:

  • CSR Obligation: ₹2.82 Crores
  • CSR Amount spent: ₹2.83 Crores
  • Focus area: Vocational Skills through Skill Development Centres

Operational Metrics

Employee Statistics:

  • Permanent Employees: 2,437 (Male: 2,376, Female: 61)
  • Other than Permanent Workers: 9,008 (Male: 8,607, Female: 401)

Research & Development:

  • Expenditure incurred: ₹86.73 Crores (vs ₹22.43 Crores previous year)
  • Key focus areas: Electric vehicle technology, advanced safety systems, battery technology, lightweight materials

Market Capitalization:

  • ₹15,582.61 Crores (as on 30th July, 2026)

Financial Ratios:

  • Current Ratio: 1.10 Times
  • Debt-Equity Ratio: 1.98 Times
  • Return on Equity: 15.13%
  • Inventory Turnover Ratio: 10.79 Times

Investor Information

AGM Details:

  • Date: 16th September, 2026
  • Time: 11:30 AM IST
  • Mode: Video Conferencing/Other Audio Visual Means
  • Cut-off date for e-voting: 9th September, 2026
  • Remote e-voting period: 13th September, 2026 (9:00 AM) to 15th September, 2026 (5:00 PM)