JBM Auto is decisively spearheading India’s electric mobility revolution, igniting investor excitement with a landmark US$100 million investment from the World Bank’s International Finance Corporation (IFC). This transformative capital infusion is not just funding; it’s a resounding global vote of confidence in JBM’s vision and execution, marking IFC’s largest-ever bus deployment project and its pioneering first investment in Asia’s burgeoning e-bus sector.
The capital is set to fuel the company’s most ambitious expansion in its history, unleashing a massive fleet of 1,455 state-of-the-art, air-conditioned electric buses. This powerful move will redefine urban transit across the key states of Gujarat, Assam, and Maharashtra.
This historic milestone catapults JBM Auto to the undisputed forefront of sustainable transport, solidifying its market dominance. Dalal Street is energized by this strategic partnership, which signals an accelerated era of green growth and robust profitability. JBM Auto is no longer just a participant in the EV space; it is a commanding leader, engineering the future of clean public transportation and charging ahead with unparalleled momentum on a clear road to unprecedented success.
Benefits
Strong Electric Bus Business
JBM Auto stands as a global powerhouse, pioneering the electric vehicle revolution. It commands the EV ecosystem with its technologically superior, zero-emission electric buses. From its unparalleled manufacturing facility in Delhi-NCR—the largest outside China with a massive 20,000-bus annual capacity—JBM delivers a comprehensive portfolio. This includes everything from city transport to luxury coaches. JBM is not just a manufacturer; it is a holistic mobility solutions provider, engineering a cleaner, sustainable future with unmatched scale and innovation, solidifying its position as a dominant force in the global market.
Good Prospects for the Sector
JBM Auto is positioned at the epicenter of a global green revolution, masterfully harnessing powerful sectoral trends to fuel its remarkable growth. The company stands at the vanguard of the worldwide shift to zero-emission technology, directly capitalizing on the urgent push by governments and organizations to decarbonize transportation. As the market rapidly adopts electric vehicles, JBM’s innovative, eco-friendly offerings place it as a definitive leader in this monumental transition.
This strategic dominance is not just a projection; it’s a reality, validated by a formidable order book of ₹129 billion as of August 2025. This includes a landmark order for 2,411 buses under the prestigious PM e-Bus Sewa scheme. By perfectly aligning its vision with the future of sustainable mobility, JBM Auto has cemented its trajectory for long-term success, driving the future of clean transport with unstoppable momentum.
Good Fundamentals
Revenue during FY25 rose 9.2% on a year-on-year (YoY) basis.
The company’s operating profit increased 8% YoY. The operating profit margin stood at 11.7%. During FY25, the company’s cash flows from operations grew 92.3% YoY to Rs 3.94 bn.
Net profit for the year grew 10.8% YoY. Net profit margins was 3.9% in FY25.
The ROE and ROCE during the year was 15.9% and 20.4%, respectively.
Over the last 5 years, the company has done well. It’s sales and net profit have grown at a CAGR of 23% and 25.4%. The Average ROE and ROCE during this period have been 13.7% and 19% respectively.
About JBM Auto
As a part of the JBM Group, JBM Auto has become a significant player in India’s sustainable mobility ecosystem. It benefits from the group’s four-decade legacy of product innovation and value creation.
JBM Auto specialises in automotive solutions, electric vehicles (EVs), EV charging infrastructure, EV aggregates, and renewable energy.
It has a diverse product portfolio that includes buses, EVs, and green technologies. The company leverages decades of industry expertise to offer sustainable and efficient solutions.
The company has a clear focus on sustainable mobility and is adapting to trends that enhance efficiency, reduce carbon footprints, and promote a cleaner environment.
For more details, see the JBM Auto company fact sheet and quarterly results.
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Investors should evaluate the company’s fundamentals, corporate governance, and valuations of the stock as key factors when conducting due diligence before making investment decisions.
