The call ran from 4:01 PM to 4:50 PM IST (49 min).
Key takeaways
Q2 EBITDA margin collapsed to 2.5% (16.1% last year) on a 34.8% gross margin. Management gave no numeric guidance and made H2 recovery conditional on commodity stability.
| Revenue growth | Reported +3.3% to ₹760 Cr; ex-exits value +12.4%, volume +8.1%. |
|---|---|
| Margins | Gross margin 34.8% vs 48.1%; EBITDA 2.5% vs 16.1%; recovery progressive, unquantified. |
| Demand visibility | Rural outperforming urban; modern trade and quick commerce strong; general trade subdued. |
| Management confidence | Defensive-balanced: admits 'significantly below expectations', yet 'remain confident'. |
Growth
Reported revenue +3.3% to ₹760 Cr; ex-PRIL/FAR exit value +12.4%, volume +8.1%. Gross margin 34.8% vs 48.1%.
Outlook
No numeric guidance; FY27 called an 'aberration'. Margin recovery 'progressive'; ₹5,000 Cr revenue aim reaffirmed, no date.
Risks
Crude inputs 60-65% of costs; October inflation renewed; full H2 recovery 'cannot be assumed'; working capital 23 days vs 15.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Jyothy Labs Q2 FY27 Results: Net Profit ₹10.6 Cr, Down 87.9% YoY
Jyothy Labs Ltd reported revenue from operations of ₹760 Cr (+3.2% YoY) and net profit of ₹10.6 Cr (-87.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹10.6 Cr · -87.9% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Expecting double-digit revenue growth in FY27 with H2 margins substantially better than H1.
Growth they described
Organic value growth was 8.1% and volume growth 5.3%, offset by raw material cost inflation hitting 30-35%.
Call details
| Company | Jyothy Labs Ltd |
|---|---|
| NSE symbol | JYOTHYLAB |
| ISIN | INE668F01031 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 4 November 2026 |
| Time | 4:00 PM IST |
| Length | 49 min |
| Audio | Our stream on YouTube ↗ |
Jyothy Labs Ltd: key numbers
- Share price
- ₹189.20
- Market cap
- ₹6,948 Cr
- Revenue (annual)
- ₹2,944 Cr
- Net profit (annual)
- ₹333.2 Cr
- P/E (TTM)
- 33.6×Sector 40.4×
- Promoter holding
- 62.89%+0.00% QoQ
- FII holding
- 14.48%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
Other calls on Wed, 4 Nov
Today's concalls →
