Neetu Yoshi Limited · BSE:NEETUYOSHI
Neetu Yoshi — H1 FY26 Earnings Presentation
41 slides from Neetu Yoshi's earnings presentation, Nov 10, 2025
Slide 1: BSE filing cover letter - Investor Presentation
Date: 10.11.2025 To, The Secretary BSE Limited (SME Pla orm) 25th floor, Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai – 400 001 Symbol: NEETUYOSHI Subject: Investor Presentation Dear Sir/ Madam, Pursuant to Regulation 30(6) of the Securities and Exchange Board of India (Listing Obligations a
Slide 2: H1 FY26 Investor Presentation
H1 FY26 Investor Presentation
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Neetu Yoshi Limited (Neetu Yoshi, The Company) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and shal
Slide 4: H1 FY26 Consolidated Performance Highlights
H1 FY26 Consolidated Performance Highlights Total Income EBITDA EBITDA Margin Net Profit Net Profit Margin 14 27% 25% 18 40% 35% 33% 46 16 34% 23% 16 12 22% 28% 14 12 10 17% 22% 35 12 12 16% 8 12% 8 10 10% 8 6 7% 4% 6 -2% 4 2% 4 -8% 2 -3% 2 -14% 0 -20% - -8% H1 FY25 H1 FY26 H1 FY25 H1 FY26 H1 FY25 H
Slide 5: H1 FY26 Consolidated Profit & Loss Statement
H1 FY26 Consolidated Profit & Loss Statement (In ₹ Cr) Particulars H1 FY25 H1 FY26 YoY Revenues 35.21 44.15 Other Income 0.07 1.74 Total Income 35.29 45.89 30.05% Raw Material Expenses 17.95 21.72 Employee Costs 1.70 2.67 Other Expenses 4.12 5.57 Total Expenditure 23.77 29.96 EBITDA 11.52 15.93 38.3
Slide 6: Management's Comments On H1 FY26 Performance
Management’s Comments On H1 FY26 Performance “The first half of FY26 has been a period of strong progress for us at Neetu Yoshi Limited. We continued to build on last year’s momentum, strengthening our presence as a trusted and forward-looking partner to Indian Railways. Our focus has remained on op
Slide 7: Company & Business Overview
Company & Business Overview Precision Manufacturing, Trusted By Indian Railways
Slide 8: Neetu Yoshi Limited: The Backbone of Rail Engineering
Neetu YOSHI LIMITED: THE BACKBONE OF RAIL ENGINEERING o Neetu Yoshi Limited (The Company, Neetu Yoshi) is a metallurgical engineering company manufacturing critical safety spares for railways. The products includes mild steel, spheroidal graphite iron, cast iron, and manganese steel (0.2 kg to 500 k
Slide 9: Vision & Mission
Vision & Mission VISION MISSION To be recognized as a global leader in Neetu Yoshi Limited is dedicated to the railway industry, Neetu Yoshi establishing state-of-the-art Limited envisions setting new manufacturing facilities for complete benchmarks with our integrated bogies and couplers, leveragin
Slide 10: Key Facts & Figures: Strength In Numbers
Key Facts & Figures: Strength In Numbers 25+ Critical Installed Founded In Class “A” facility Railway Safety Capacity 2020 By RDSO Spare Parts 8,087 MTPA A Improving Ratio ISO 9001:2015, FY25 FY25 (In ₹ Cr) Total ISO 14001:2015 85+ ₹ 105+ Cr ROE: 37% Income: 71 & Team Size Order Book ROCE: 38% EBITD
Slide 11: Journey: From Trading To Rail Engineering Excellence
Journey: From Trading To Rail Engineering Excellence 2025 2024 Expanded installed capacity to 8,087 MTPA. Conversion of the 2023 Company from a private Order book stands at over ₹100 crore. limited company to a Established Manufacturing Facility public limited company at Khasara No. 255/256, Fakkarh
Slide 12: Management Overview: Leadership Driving Growth
Management Overview: Leadership Driving Growth Himanshu Lohia Subodh Lohia Saundarya Lohia Kumar Sharat Chandra Jyoti Sudhir Managing Director and Chief Whole Time Director Non-Executive Director Independent Director Independent Director Financial Officer Experience : Experience : Experience : Exper
Slide 13: Precision Engineered Solutions: From 0.2 To 500 Kg
Precision Engineered Solutions: Meeting Every Need, From 0.2 To 500 Kg The Company Provides Tailored Solutions For Critical Railway Applications—Braking, Suspension, Coupling, & Propulsion. Investor Presentation 12
Slide 14: Diverse Product Portfolio: Critical Railway Components
Diverse Product Portfolio: Critical Railway Components Bogie Assemblies: Ensuring Rail Safety & Performance Various Types Of Bogie For Wagon, Coaches & Locomotives BOGIE ASSEMBLIES PRODUCTS CP Assembly Wedges Brake Beam End Casting Strut Castings Axle Box Housing Narrow Jaw Adopter Wide Jaw Adopter
Slide 15: Coupling & Propulsion Systems: Strength & Reliability
Coupling & Propulsion Systems: Strength & Reliability Various Type Of Coupler For Wagon, Coaches & Locomotives COUPLER ASSEMBLIES PRODUCTS Stricker Casting Back Stop Yoke Pin Support Plate Various Type Of Liners Products Used For Attachment & Pulling Of Wagons & Coaches Investor Presentation 14
Slide 16: RDSO Approval: A Mark Of Excellence & Market Entry Barrier
RDSO Approval: A Mark Of Excellence & Market Entry Barrier ➢ Only Research Designs and Standards Organisation approved vendors are eligible to supply to Indian Railways, creating a strong entry barrier. ➢ RDSO is the apex body responsible for approving vendors for Indian Railways, making this certif
Slide 17: Manufacturing Facility: State Of The Art Infrastructure
Manufacturing Facility: State Of The Art Infrastructure Location: Khasara No. 255/256, Fakkarhedi, Bhagwanpur, Uttarakhand Area: 10,000 Sq. Meters Installed Capacity: 8,087 MTPA Quality Management: Adherence to ISO 9001:2015 standards. Environmental & Safety Commitments: ISO 14001:2015 for environme
Slide 18: Technology Driven Manufacturing & Testing Excellence
Technology Driven Manufacturing & Testing Excellence Design & Development Infrastructure Support The company designs and develops Dedicated power supply, 300 KVA high-quality, critical safety spares for the UPS, and on-site paint and railways. Built to the highest quality fettling facilities enhance
Slide 19: Customers: Trusted Partners In The Rail Industry
Customers: Trusted Partners In The Rail Industry Indian Railways Titagarh Rail Om Besco Rail Texmaco Rail & Systems Limited Products Limited Engineering Limited Hindustan Engineering Jindal Rail Jupiter Wagons Limited Sail Rites Bengal & Industries Limited Infrastructure Limited Wagon Industry Priva
Slide 20: Sustained Growth, Focused Revenue Streams
Sustained Growth, Focused Revenue Streams FY23 (In %) FY24 (In %) FY25 (In %) H1 FY26 (In %) 1% 1% 99% 99% 100% 100% I Railways Others (In ₹ Cr) Sector FY23 FY24 FY25 H1 FY26 Railways & Private 16.07 46.71 70.59 44.03 Others 0.16 0.52 0.00 0.02 Total 16.23 47.23 70.59 44.05 Investor Presentation 19
Slide 21: Revenue Generated Through Different States Across India
Revenue Generated Through Different States Across India (In ₹ Cr) % Of % Of % Of % Of Particulars FY23 FY24 FY25 H1 FY26 Sales Sales Sales Sales Domestic West Bengal 10.97 67.44 38.77 82.09 29.59 42.15 12.72 28.88 Jharkhand 0.15 0.92 4.65 9.84 8.89 12.67 9.95 22.59 Rajasthan 0.01 0.04 1.54 3.25 0.96
Slide 22: Sales & Marketing Strategy: Expanding The Reach
Sales & Marketing Strategy: Expanding The Reach Leadership In Marketing Tender-Based Procurement Led by Promoter Director Mr. Himanshu Orders are secured through online Lohia, a graduate in International Marketing tenders and direct inquiries, followed from Wollongong University, Australia. by execu
Slide 23: Industry Overview
Industry Overview The Future Of Mobility: Indian Railways On A Growth Track
Slide 24: Global Railway Industry: Trends & Opportunities
Global Railway Industry: Trends & Opportunities o Growing international collaboration is strengthening India’s global manufacturing presence in railways. o The Alstom–Indian Railways JV is producing 800 electric locomotives for freight operations under a long-term partnership. Global demand for urba
Slide 25: India's Rail Freight Revolution: Trends & Investment Outlook
India’s Rail Freight Revolution: Trends & Investment Outlook The PPP freight corridor Freight drives 68% of model is expected to Indian Railways’ total attract ₹5.25 lakh crore revenue (US$ 21.8 (US$ 60.4 billion) in billion in FY25) investments by 2031. 1 2 3 4 Record Performance Dedicated Freight
Slide 26: Opportunity On Rails: Domestic Momentum & International Demand
Opportunity On Rails: Domestic Momentum & International Demand Opportunities In Indian Infrastructure & Railways Opportunities Abroad • Spanning 68,584 route km, Indian Railways operates 13,523 passenger and 11,724 • Indian Railways plans to export semi-high-speed Vande Bharat trains from FY26, frei
Slide 27: Indian Railways: Growth & Investment Landscape
Indian Railways: Growth & Investment Landscape Key Challenges For Railway Spare Investments/Developments Snapshots Parts Manufacturers o ₹16.7 lakh Cr (US$ 194 bn) plan by 2031 to o 95 % network electrified; full coverage by o National Infrastructure Pipeline envisions modernise 1,309 stations and e
Slide 28: FY26 Railway Budget Highlights: Expanding Capacity & Modernization
FY26 Railway Budget Highlights: Expanding Capacity & Modernization Budgetary Allocation ₹2,52,000 crore allocated for FY 2025-26, with additional ₹10,000 crore from extra-budgetary resources. Capital Expenditure ₹2,62,000 crore set for assets, construction, and modernization, including ₹200 crore fr
Slide 29: Financial Overview
Financial Overview Strong Growth, Robust Margins & Sustainable Returns
Slide 30: Key Financial Highlights
Key Financial Highlights Total Income EBITDA EBITDA Margin Net Profit Net Profit Margin 25 36% 40% 18 27% 27% 23 71 16 34% 16 33% 23% 22% 20 28% 14 17 13 17% 22% 12 47 15 16% 12% 10 8% 10% 8 7% 10 4% 6 -2% 3% 2% 17 4 5 -8% -3% 2 -14% 1 1 0 -20% - -8% FY23 FY24 FY25 FY23 FY24 FY25 FY23 FY24 FY25 (All
Slide 31: Profit & Loss Statement
Profit & Loss Statement (In ₹ Cr) Particulars FY23 FY24 FY25 Revenues 16.52 47.33 70.59 Other Income 0.03 0.12 0.22 Total Income 16.55 47.45 70.81 Raw Material Expenses 14.15 24.27 33.81 Employee Costs 0.58 1.68 3.76 Other Expenses 0.56 4.32 9.81 Total Expenditure 15.29 30.27 47.38 EBITDA 1.26 17.19
Slide 32: Balance Sheet
Balance Sheet (In ₹ Cr) Equities & Liabilities FY23 FY24 FY25 Assets FY23 FY24 FY25 Equity 2.28 3.88 14.27 Non Current Assets Other Equity 3.45 15.86 30.33 Fixed assets 8.00 21.64 32.14 Non Controlling Interest 0.00 0.05 0.09 Non Current Investments 0.02 0.00 2.27 Net Worth 5.74 19.74 44.60 Non Curr
Slide 33: Cash Flow Statement
Cash Flow Statement (In ₹ Cr) Particulars FY23 FY24 FY25 Cash Flow from Operating Activities -1.95 7.67 12.28 Cash Flow from Investing Activities -7.54 -16.22 -17.11 Cash Flow from Financing Activities 10.42 9.57 3.365 Net Cash Flow 0.93 1.02 -1.47 Investor Presentation 32
Slide 34: Key Ratios
Key Ratios (In %) (In %) ROE ROCE 63.72% 44.14% 36.89% 37.62% 9.97% 6.61% FY23 FY24 FY25 FY23 FY24 FY25 (In Times) (In Times) Debt to Equity Ratio Interest Coverage Ratio 13.63 12.63 1.44 0.88 2.62 0.31 FY23 FY24 FY25 FY23 FY24 FY25 Investor Presentation 33
Slide 35: Key Ratios
Key Ratios Fixed Asset Turnover Ratio (In Times) Receivable Turnover Ratio (In Times) 6.77 5.49 5.60 2.06 2.19 2.20 FY23 FY24 FY25 FY23 FY24 FY25 Earnings Per Share (In ₹) Book Value Per Share (In ₹) 7.39 5.84 25.42 15.63 2.50 2.51 FY23 FY24 FY25 FY23 FY24 FY25 Investor Presentation 34
Slide 36: Growth Overview
Growth Overview Expanding Capacity, Innovation & Market Reach
Slide 37: Competitive Strengths: Market Leadership & Operational Excellence
Competitive Strengths: Market Leadership & Operational Excellence Fully Equipped & RDSO Strategically Located Quality Assurance & Late Mover Advantage Approved Manufacturing Facility Control Manufacturing Facility • The company is equipped with state- of-the-art machinery, including The Company oper
Slide 38: Business Strategies: Expanding Capabilities & Market Reach
Business Strategies: Expanding Capabilities & Market Reach Continue To Focus On Improving Operational Efficiencies The Company leverages technology, automation, and data analytics to enhance efficiency, reduce costs, and upgrade product quality to meet evolving customer needs. Setting Up Of New Manu
Slide 39: Investment Rationale: Why Invest In Neetu Yoshi Limited
Investment Rationale: Why Invest In Neetu Yoshi Limited Integrated Operations, Higher Margins 1 • End-to-end manufacturing enables cost control, quality assurance, and stronger margins. • Order Book of ₹ 105+ Crores. RDSO-Certified Market Advantage 2 The Company's RDSO approval serves as a strong en
Slide 40: Stock Data and Share Performance
4000000 2000000 3000000 0 5000000 6000000 1000000 Source - NSE 04-Jul-25 Face Value (₹) 06-Jul-25 Share Price (₹) Investor Presentation 08-Jul-25 Stock Data 10-Jul-25 12-Jul-25 52 week High-Low (₹) 14-Jul-25 16-Jul-25 No. of Shares Outstanding Market Capitalization (₹ Cr) 18-Jul-25 20-Jul-25 22-Jul-
Slide 41: Thank You
Thank You Neetu Yoshi Limited 2/155, Jakhan, Rajpur Road, Dehradun, Dehradun, Uttarakhand, 248001, India. Telephone: +91 92581 99664 E-mail: [email protected] Website: http://www.neetuyoshi.com/ Content Concept & Design By Kirin Advisors Private limited 713-B, Lodha Supremus II,Wagle Estate, Thane (