JTEKT India Limited — Cyborg Score 6/10

Solid
Auto Ancillaries / Automotive Components Manufacturing

Strategic Profile

JTEKT India is the largest manufacturer of steering gears in India and a leading supplier of hydraulic power steering systems. JTEKT India Limited is a subsidiary of JTEKT Corporation, providing it with strong technical backing and access to Japanese automotive expertise. The company demonstrated solid growth with annual revenue increasing 8.21% to ₹2,256.98 crore in FY 2024, and net profit surging 33.93% to ₹106.86 crore.

Cyborg Score Rationale

The company has delivered poor sales growth of 9.40% over five years and a low ROE of 11.4% over three years, indicating operational challenges. However, recent profit growth and market leadership in steering systems provide foundation. Valuation appears stretched at elevated P/E ratios.

Top Insights

  • Market leader in Indian steering systems with over 50% market share by volume and 30% by value
  • Revenue growth of 7% is good but pre-tax margins of 4% need improvement; company maintains healthy debt-to-equity ratio of 9%
  • Promoter shareholding remains stable at 74.98%, ensuring continuity
  • Company rebranded from Sona Koyo Steering Systems Limited to JTEKT India Limited in April 2018 to reflect Japanese parent ownership

Named Competitors

  • Steering Systems & Components — Competing automotive component supplier
  • Auto Ancillaries Manufacturing — Regional steering and drivetrain component suppliers

Recent Developments

  • (March 2026) Stock trading near ₹130-140 range with elevated P/E ratios above 48x
  • (February 2025) Annual net profit reached ₹106.86 crore, up 33.93% YoY; revenue at ₹2,256.98 crore
  • (August 2025) Dividend of ₹0.70 per share declared with 0.85% yield

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