ALFA Finder
The call ran from 11:01 AM to 11:54 AM IST (54 min).
Key takeaways
Q2 FY27 volume grew ~15% and EBITDA margin recovered to 23% from 14.4% in Q1 after price hikes. Management guides FY27 revenue of ₹375-400 Cr. Q2 net profit was not disclosed on the call.
| Revenue growth | ~15% volume growth; analyst cites ~30% sales growth, unverified. |
|---|---|
| Margins | EBITDA margin 14.4% Q1 to 23% Q2; H2 target 22-25%. |
| Demand visibility | October good; festive season expected to aid Q3-Q4. |
| Management confidence | Balanced to optimistic; Q3-Q4 seasonal strength expected. |
Growth
~15% volume growth, with margin recovery from price hikes. Revenue and PAT growth were not quantified by management.
Outlook
FY27 revenue ₹375-400 Cr; FY28 ₹450-500 Cr; H2 margin 22-25% if raw material stable.
Risks
VAM price volatility; receivable days elevated (analyst cites ~150 consolidated); cash deployment timeline vague.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Jyoti Resins & Adhesives Q2 FY27 Results: Net Profit ₹18.5 Cr, Up 7.6% YoY
Jyoti Resins & Adhesives Ltd reported revenue from operations of ₹97.7 Cr (+31.3% YoY) and net profit of ₹18.5 Cr (+7.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹18.5 Cr · +7.6% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Brownfield expansion to 3,500 TPM launches next month; aims for ₹500 Cr revenue by FY29.
Growth they described
Revenue grew 17% YoY, primarily volume-led (10%) with 7% from price increases; capacity utilization hit 70%.
Call details
| Company | Jyoti Resins & Adhesives Ltd |
|---|---|
| NSE symbol | JYOTIRES |
| ISIN | INE577D01013 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 11:00 AM IST |
| Length | 54 min |
Jyoti Resins & Adhesives Ltd: key numbers
- Share price
- ₹921.00
- Market cap
- ₹1,105 Cr
- Revenue (annual)
- ₹314.7 Cr
- Net profit (annual)
- ₹69.98 Cr
- P/E (TTM)
- 16.8×Sector 35.5×
- Promoter holding
- 54.75%+0.38% QoQ
- FII holding
- 0.06%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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