Narrative Update on Jupiter Wagons
Analysts have maintained their price target for Jupiter Wagons at ₹346.00. This reflects unchanged expectations, as modest tweaks to the discount rate, revenue growth, profit margin, and future valuation assumptions are seen as offsetting each other in the overall outlook.
What's in the News
- Jupiter Wagons has scheduled a board meeting on November 11, 2025, to consider unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025, along with the statutory auditors report (company filing)
- Jupiter Electric Mobility, a Jupiter Wagons subsidiary, launched 10 ft and 20 ft containerised battery energy storage systems, with the first 10 ft unit supplied in partnership with GMMCO to Greenlit, targeting decarbonisation in events, entertainment, and hospitality sectors (company announcement)
- The new containerised BESS platform, designed and manufactured in house, offers modular, air cooled systems from 241 kWh to 3 MWh and will be produced at Indore and Bangalore facilities for applications such as diesel generator replacement, solar storage, and backup power for commercial and industrial users (company announcement)
- Jupiter Electric Mobility plans to export its first 20 ft BESS unit to Africa in October and to scale Indore plant capacity from 1 GWh to 5 GWh annually over the next three years, to support global and domestic clean energy demand (company announcement)
- The board has approved the appointment of Vinod Kumar Agarwal as Chief Financial Officer and key managerial personnel effective September 24, 2025, and he will replace Sanjiv Keshri as an authorised officer for materiality determinations and stock exchange disclosures (board resolution)
Valuation Changes
- Fair Value: Unchanged at ₹346.00, indicating no revision to the analyst target price.
- Discount Rate: Risen slightly from 16.29% to 16.32%, reflecting a marginally higher required return.
- Revenue Growth: Effectively unchanged at around 21.44%, with only a negligible rounding adjustment.
- Net Profit Margin: Stable at approximately 10.50%, with no meaningful change in profitability assumptions.
- Future P/E: Risen slightly from 36.35x to 36.38x, suggesting a marginally higher valuation multiple for future earnings.
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