Jupiter Wagons Nov-24

<p>Ritesh Kumar Singh (D)</p> Signup and view all the answers

<p>Systematix Institutional Equities (D)</p> Signup and view all the answers

<p>Vivek Lohia (D)</p> Signup and view all the answers

<p>JWL (B)</p> Signup and view all the answers

<p>To submit the transcript of the investor/analyst call regarding financial results. (C)</p> Signup and view all the answers

<p>Early next year. (C)</p> Signup and view all the answers

<p>8,000 to 10,000 brake systems. (D)</p> Signup and view all the answers

<p>More than 16,000 brake discs. (D)</p> Signup and view all the answers

<p>European market. (B)</p> Signup and view all the answers

<p>500-plus brake systems. (A)</p> Signup and view all the answers

<p>The speed at which production can be increased. (C)</p> Signup and view all the answers

<p>By the beginning of next year. (C)</p> Signup and view all the answers

<p>350 brake systems. (A)</p> Signup and view all the answers

<p>To increase the annual capacity of forged wheelsets to a projected INR100,000. (D)</p> Signup and view all the answers

<p>To bolster production capacity and meet increasing market needs. (C)</p> Signup and view all the answers

<p>Safety systems, track components, and high-speed brake systems. (D)</p> Signup and view all the answers

<p>50% (D)</p> Signup and view all the answers

<p>4,100 wagons (D)</p> Signup and view all the answers

<p>10,000 wagons (A)</p> Signup and view all the answers

<p>Texmaco had lower sales volume. (B)</p> Signup and view all the answers

<p>Texmaco's sales in H1 surpassed those of Jupiter Wagons Limited. (D)</p> Signup and view all the answers

<p>Wheel capacity expansion. (B)</p> Signup and view all the answers

<p>INR35 crores to INR100 crores (A)</p> Signup and view all the answers

<p>EBITDA margins will remain strong, with potential improvement from non-wagon businesses. (A)</p> Signup and view all the answers

<p>INR40 crores (C)</p> Signup and view all the answers

<p>It captures the margins in-house for battery systems, which would have otherwise gone to the industry. (C)</p> Signup and view all the answers

<p>It provides core technology for battery systems, a critical component in EVs. (A)</p> Signup and view all the answers

<p>INR1,000 crores to INR1,500 crores (A)</p> Signup and view all the answers

<p>To enhance its presence in the railway business, particularly in battery systems. (D)</p> Signup and view all the answers

<p>Within the next 4 to 6 years (A)</p> Signup and view all the answers

<p>Indian Railways (D)</p> Signup and view all the answers

<p>Integrated containers with battery energy storage solutions (B)</p> Signup and view all the answers

<p>They do not expect any incremental debt beyond what has already been mentioned. (A)</p> Signup and view all the answers

<p>Shipping containers (A)</p> Signup and view all the answers

<p>Higher value due to specialized engineering and certifications (D)</p> Signup and view all the answers

<p>Higher profit margins and value addition in specialized containers (A)</p> Signup and view all the answers

<p>Siemens (D)</p> Signup and view all the answers

<p>He does not expect any major impact beyond the consolidation of numbers, as Jindal was already a competitor. (D)</p> Signup and view all the answers

<p>The project's progress and payment milestones will determine the capex distribution. (C)</p> Signup and view all the answers

<p>INR500 crores (A)</p> Signup and view all the answers

<p>The combined performance of all the businesses under Jupiter Wagons. (D)</p> Signup and view all the answers

<p>A primary competitor in the private sector, after Jupiter. (C)</p> Signup and view all the answers

<p>Exports are a topic of significant interest and activity for Jupiter Wagons. (A)</p> Signup and view all the answers

<p>By the middle or third quarter of the next year. (A)</p> Signup and view all the answers

<p>No anticipated market share variations. (A)</p> Signup and view all the answers

A SEBI regulation requiring disclosure of important events to investors.

Rules established by SEBI for companies listed on stock exchanges in India.

Refers to the second quarter and first half of the fiscal year 2025.

A meeting to discuss company financial results with analysts and investors.

A company that manufactures wagons and related products in India.

Summary of a company's financial performance over a specific period.

A telephonic meeting with participants discussing a common agenda.

The person responsible for managing the flow of the conference call.

INR250,000 lakhs allocated for a new state-of-the-art facility in Odisha.

Increase from INR20,000 to projected INR100,000 forged wheelsets.

Expansion supports supply of domestically produced rail components.

Strategic investment in new foundry for wagon manufacturing support.

Increasing need for freight wagons in the market.

Expected to contribute 50% of revenue within 4 years from segments like safety systems.

Company aims to sell over 10,000 wagons in FY '25.

Comparison of sales with a peer company, Texmaco, revealing competitive market dynamics.

Projected capital expenditure, especially for wheel capacity.

Focus on increasing production capabilities specifically for wheels.

Capital spending aimed at replacing existing equipment rather than expanding capacity.

Earnings before interest, taxes, depreciation, and amortization as a percentage of revenue.

The amount paid for Log9 assets, close to INR40 crores.

Expected income from Log9 assets, largely captive used in truck battery systems.

Critical components like battery systems that are essential for EV functionality.

Annual expenditure on batteries by railways, estimated between INR1,000 crores - INR1,500 crores.

Battery technology used widely in electric vehicles and energy storage.

A semi-high speed train service in India designed for faster travel between cities.

A record of orders received by a company indicating future revenue.

Containers that combine multiple functions or technologies, such as energy storage.

Funds used by a company to acquire or upgrade physical assets.

Technologies designed to store power generated from renewable energy for later use.

Specialized containers housing servers and IT equipment for data management.

Facilities and structures required for maritime transport, such as ports and shipping containers.

The merger between Texmaco and Jindal in the industry.

No significant changes expected due to the merger.

Portion of the market controlled by a company.

The total investment planned for business operations annually.

INR 2,500 crores planned for the Odisha facility.

Financial forecast for capital expenditure in upcoming years.

Estimated INR 500 crores for this financial year.

Refers to the business activities related to selling goods internationally.

The pantograph by Stone India has been approved by Indian Railways.

Stone India expects to renew licenses and supply brake systems for freight.

The target is to supply 8,000 to 10,000 brake systems next fiscal year.

Kovis has over 16,000 brake discs ordered by Indian Railways.

Dako has an order for 350 brake systems from Indian Railways to complete this fiscal year.

Expect orders of over 500 brake systems for LHB coaches next fiscal year.

The production of wagons has increased significantly.

Discussion on the pipeline for private sector wagon orders.