JBM Auto Ltd.
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ABOUT
KEY POINTS
Revenue Breakup Mar 2026 • Sheet Metal Components Assemblies & Sub Assemblies: 56.6% • OEM Division: 37.9% • Tools, dies & Moulds: 5.6%
AI Sector View
AI GENERATEDAutomobile and Auto Components
Domestic auto demand remains strong across categories, with total vehicles registered up 27% YoY (2026-07), passenger vehicle sales up 14% YoY (2026-06), 2-wheelers up 23% YoY (2026-06), and tractor sales up 18% YoY (2026-07). Core demand is reinforced by vehicle sales of 395199 units (Jul/26) and car registrations of 457810 units (Jul/26), outweighing FPI outflows of INR -11826 crore over 3 months to 2026-08-31. The stance stays positive because fundamentals are stronger than positioning.
PROS
- Company has delivered good profit growth of 37.0% CAGR over last 5 years
- Company has consistently been profitable over the last 5 years
- Company has delivered good sales growth of 25.2% CAGR over last 5 years
- Company has a consistent dividend-paying track record
CONS
- Company has a high debt-to-equity of 2.03x
- Operating cash flow has been negative in recent years
- Receivables are growing faster than sales - a possible quality concern
- A large part of profit comes from other income (44.8% of PBT)
- Interest coverage is weak at 2.0x - earnings barely cover interest
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| MOTHERSON | 164.30 | 39.59 | 173409.49 | 0.37 | 1075.66 | 77.48 | 35243.77 | 17.70 | 13.63 | 8.86 |
| BOSCHLTD | 48388.75 | 60.40 | 142727.94 | 0.56 | 706.10 | -36.74 | 5841.90 | 22.00 | 25.60 | 14.08 |
| UNOMINDA | 1202.40 | 57.75 | 69434.66 | 0.22 | 315.51 | 2.10 | 5556.85 | 23.79 | 20.74 | 11.14 |
| TIINDIA | 2607.25 | 83.21 | 50469.14 | 0.13 | 293.96 | -3.04 | 6215.33 | 20.20 | 27.33 | 8.81 |
| SONACOMS | 788.95 | 70.76 | 49240.61 | 0.43 | 178.51 | 46.67 | 1301.20 | 52.38 | 14.75 | 22.55 |
| ENDURANCE | 2696.75 | 39.11 | 37933.25 | 0.43 | 244.52 | 8.03 | 4314.89 | 30.01 | 18.33 | 12.42 |
| CRAFTSMAN | 11663.75 | 65.61 | 30505.88 | 0.10 | 150.55 | 116.31 | 2431.58 | 36.30 | 14.65 | 15.81 |
| ZFCVINDIA | 2548.90 | 58.10 | 29007.88 | 0.03 | 1044.78 | 753.75 | 10661.76 | 992.89 | 20.23 | 12.93 |
| SANSERA | 4130.20 | 73.97 | 25773.92 | 0.10 | 87.36 | 38.71 | 1021.26 | 33.27 | 14.29 | 19.18 |
| MSUMI | 36.30 | 38.37 | 24072.93 | 1.60 | 1453.20 | 915.51 | 34072.60 | 1273.43 | 43.72 | 7.58 |
| GABRIEL | 1345.45 | 80.11 | 23845.41 | 0.37 | 1081.26 | 925.35 | 14256.83 | 1055.00 | 26.37 | 11.71 |
| JBMA | 619.90 | 65.40 | 14660.28 | 0.14 | 44.26 | 13.37 | 1442.45 | 15.04 | 14.57 | 10.78 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 946 | 1,231 | 1,346 | 1,486 | 1,144 | 1,286 | 1,396 | 1,646 | 1,254 | 1,368 | 1,614 | 1,852 | 1,442 | |
| 831 | 1,091 | 1,190 | 1,314 | 1,005 | 1,121 | 1,221 | 1,449 | 1,114 | 1,212 | 1,441 | 1,616 | 1,406 | |
| Operating Profit | 115 | 140 | 157 | 172 | 140 | 165 | 175 | 197 | 140 | 156 | 173 | 236 | 36 |
| OPM % | 12.20% | 11.35% | 11.63% | 11.59% | 12.21% | 12.84% | 12.54% | 11.97% | 11.13% | 11.40% | 10.73% | 12.76% | 2.53% |
| 4 | 8 | 4 | 5 | 9 | 10 | 18 | 17 | 40 | 39 | 20 | 30 | 31 | |
| Interest | 39 | 48 | 54 | 55 | 52 | 60 | 68 | 67 | 66 | 70 | 74 | 108 | 83 |
| Depreciation | 40 | 41 | 43 | 48 | 43 | 43 | 44 | 44 | 44 | 44 | 42 | 43 | 44 |
| Profit before Tax | 40 | 58 | 63 | 74 | 55 | 72 | 80 | 102 | 70 | 80 | 77 | 115 | 60 |
| Tax % | 20.06% | 19.44% | 21.87% | 25.77% | 21.07% | 17.14% | 20.40% | 18.02% | 16.46% | 23.96% | 22.66% | 20.92% | 26.26% |
| Net Profit | 0 | 0 | 0 | 0 | 34 | 53 | 56 | 72 | 39 | 55 | 60 | 84 | 44 |
| 2.56 | 3.74 | 4.12 | 2.36 | 1.41 | 2.09 | 2.23 | 2.81 | 1.56 | 2.23 | 2.33 | 3.14 | 1.78 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,501 | 1,633 | 2,207 | 1,947 | 1,982 | 3,193 | 3,857 | 5,009 | 5,472 | 6,088 | 6,277 | |
| 1,336 | 1,429 | 1,949 | 1,717 | 1,778 | 2,850 | 3,459 | 4,425 | 4,796 | 5,383 | 5,675 | |
| Operating Profit | 165 | 204 | 258 | 230 | 204 | 343 | 398 | 584 | 677 | 705 | 602 |
| OPM % | 10.96% | 12.47% | 11.67% | 11.82% | 10.30% | 10.75% | 10.32% | 11.66% | 12.37% | 11.58% | 9.59% |
| 26 | 11 | 25 | 15 | 12 | 21 | 27 | 20 | 54 | 129 | 121 | |
| Interest | 53 | 49 | 59 | 64 | 55 | 76 | 126 | 197 | 247 | 318 | 335 |
| Depreciation | 50 | 56 | 75 | 74 | 76 | 91 | 130 | 171 | 175 | 174 | 174 |
| Profit before Tax | 97 | 124 | 150 | 108 | 78 | 187 | 170 | 246 | 273 | 310 | 332 |
| Tax % | 26.14% | 34.51% | 34.71% | 35.70% | 36.84% | 16.39% | 26.19% | 21.28% | 21.43% | 23.27% | 23.02% |
| Net Profit | 72 | 81 | 98 | 69 | 49 | 156 | 125 | 194 | 215 | 238 | 256 |
| EPS | 16.02 | 17.27 | 20.74 | 14.63 | 4.17 | 13.23 | 10.52 | 15.12 | 8.54 | 9.25 | — |
| Dividend Payout % | 12.48% | 11.58% | 9.36% | 11.96% | 14.39% | 7.57% | 12.36% | 9.92% | 9.96% | 9.19% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 15%
- 5 Years:
- 25%
- 3 Years:
- 16%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 15%
- 5 Years:
- 35%
- 3 Years:
- 21%
STOCK PRICE CAGR
- 10 Years:
- 31%
- 5 Years:
- 46%
- 3 Years:
- -5%
- 1 Year:
- -1%
RETURN ON EQUITY
- 10 Years:
- 16%
- 5 Years:
- 17%
- 3 Years:
- 17%
- Last Year:
- 16%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 20 | 20 | 20 | 24 | 24 | 24 | 24 | 24 | 24 | 24 |
| Minority Interest | 63 | 73 | 0 | 0 | 0 | 0 | 1 | 24 | 36 | 53 |
| 336 | 397 | 625 | 680 | 722 | 873 | 1,006 | 1,144 | 1,327 | 1,515 | |
| 520 | 566 | 763 | 637 | 816 | 1,385 | 1,697 | 1,895 | 2,373 | 2,488 | |
| Trade Payables | 320 | 257 | 409 | 400 | 584 | 561 | 436 | 1,103 | 1,167 | 1,585 |
| 90 | 121 | 188 | 269 | 319 | 385 | 376 | 675 | 924 | 1,705 | |
| Total Liabilities | 1,350 | 1,435 | 2,006 | 2,009 | 2,464 | 3,229 | 3,540 | 4,865 | 5,850 | 7,370 |
| 583 | 558 | 834 | 861 | 930 | 1,213 | 1,540 | 1,729 | 1,720 | 1,606 | |
| Capital Work in Progress | 4 | 22 | 43 | 41 | 272 | 179 | 265 | 62 | 39 | 158 |
| 76 | 91 | 48 | 54 | 54 | 49 | 74 | 79 | 94 | 409 | |
| 216 | 235 | 290 | 296 | 362 | 413 | 424 | 744 | 610 | 518 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 670 | 1,007 | 2,185 | |
| Cash & Bank | 3 | 2 | 11 | 22 | 18 | 35 | 45 | 67 | 194 | 130 |
| 468 | 526 | 780 | 735 | 826 | 1,341 | 1,192 | 1,514 | 2,185 | 2,364 | |
| Total Assets | 1,350 | 1,435 | 2,006 | 2,009 | 2,464 | 3,229 | 3,540 | 4,865 | 5,850 | 7,370 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 139 | 98 | 191 | 391 | 231 | -122 | 535 | 205 | 394 | -60 | |
| Cash from Investing | -65 | -61 | -190 | -123 | -363 | -295 | -646 | -443 | -556 | -258 |
| Cash from Financing | -57 | -8 | 46 | -236 | 140 | 454 | 159 | 248 | 224 | 314 |
| -4 | -0 | 9 | 11 | -7 | 16 | -2 | 10 | 62 | -4 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-08-26 - Copy of Newspaper advertisement regarding the dispatch of Notice of Annual General Meeting along with Annual Report for the FY 2025-26 to the shareholders of the Company
2026-08-25 - JBM Auto Limited has informed the Exchange that Record date for the purpose of Dividend is 09-Sep-2026.
2026-08-25 - JBM Auto Limited has informed the Exchange regarding 'BRSR Report'.
2026-08-25 - JBM Auto Limited has informed the Exchange regarding 'Annual Report'.
2026-08-25 - JBM Auto Limited has informed the Exchange regarding Notice of 30th Annual General Meeting to be held on September 16, 2026
2026-08-24 - Clarification on Volume Movement
2026-08-24 - JBM Auto Limited has informed the Exchange about Newspaper Publication of the 30th AGM to be held through Video conferencing/Other Audio-Visual Mode
2026-08-21 - The Exchange has sought clarification from JBM Auto Limited with respect to recent news item captioned Bain Capital looks to drive into JBM Auto s EV business with $300 mn bet. The response from the Company is attached.
2026-08-21 - The Exchange has sought clarification from JBM Auto Limited with respect to recent news item captioned Bain Capital looks to drive into JBM Auto s EV business with $300 mn bet. The response from the Company is awaited.
News
Recent coverage and analyst commentary for JBMA
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JBM Auto Ltd.
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