• Market share performance: JBM Auto captured a 49% market share in India's electric bus segment in May with 157 buses sold, building on its 25% plus market share from the previous year.
• Order book execution: The company holds an order book exceeding 9,000 to 10,000 electric buses scheduled for delivery over the next 2 to 2.5 years, supported by an existing manufacturing capacity of 20,000 electric buses.
• EV revenue target: The electric vehicle segment currently contributes 38% of total revenue, with management maintaining a target to reach 50% by FY27.
• Government scheme opportunity: JBM Auto aims to capture a major share of the cabinet's ₹5,000 crore clean vehicle replacement scheme, leveraging its base of over 3,000 buses in Delhi NCR once the policy's fine print is released.