Update shared on 16 Aug 2025
Fair value Decreased 13%Expansion In C-EPS And CVJ Will Strengthen Future Product Portfolio
The downward revision in JTEKT India’s fair value reflects a notable decline in net profit margin and a higher discount rate, driving the consensus analyst price target down from ₹173.00 to ₹151.00.
What's in the News
- JTEKT India completed a follow-on equity offering, raising INR 2.5 billion via a rights issue, offering 23.1 million shares at INR 108.1 per share, under Regulation S.
- The Board scheduled multiple meetings to consider and approve fundraising via rights issue and other securities, and to determine the terms, price, and record date for the issue.
- Recommendation of a final dividend of INR 0.70 per share, subject to AGM approval, with book closure from August 9 to August 28, 2025.
- CFO transition: Rajiv Chanana stepped down, and Vikas Goel was appointed as Chief Financial Officer, effective June 1, 2025.
Valuation Changes
Summary of Valuation Changes for JTEKT India
- The Consensus Analyst Price Target has significantly fallen from ₹173.00 to ₹151.00.
- The Net Profit Margin for JTEKT India has significantly fallen from 4.50% to 3.39%.
- The Discount Rate for JTEKT India has significantly risen from 14.36% to 16.64%.
Disclaimer
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