ALFA Finder| Management target | Revenue 30.0% FY27 |
|---|
| Revenue growth | ₹722 Cr revenue; 17.8% YoY volume growth; highest ever quarterly performance. |
|---|---|
| Margins | EBITDA/ton improved; targeting ₹5,000/ton consolidate levels in coming quarters. |
| Order book | Record export orders; ₹27 Cr Himachal water infrastructure order. |
| Demand visibility | Strong secondary market demand; record export order book despite shipping lags. |
| Management confidence | Highly confident; aggressive expansion targets and capacity utilization focus. |
Growth
Volume-led growth of 17.8% YoY; EBITDA/ton improved to ₹4,954 supported by 35% VAP mix.
Outlook
Targeting 2 million tons capacity by FY28 with 30% volume growth guidance for FY27.
Risks
Export lag due to container shortages; rising primary-secondary price spreads impacting primary demand.
Last quarter's promises, checked
Delivered
- Guided 30% FY27 volume growth → delivered 17.8% Q1 volume (= PARTIAL)
- Targeted ₹4,500-₹4,800 EBITDA/ton → delivered ₹4,954 (= BEAT)
- Targeted 15% export share → delivered record order book (= BEAT)
Partly delivered
- Guided ₹100-120Cr FY27 capex → ₹100Cr remaining plan (= PARTIAL)
Missed
- Guided 60-70% Mangaon utilization → delivered 42% (= MISS)
Earnings Call Transcript filed with BSE, NSE: JTLIND. Summary written with AI assistance from the document.
JTL Industries Ltd: key numbers
- Share price
- ₹77.24
- Market cap
- ₹3,036 Cr
- Revenue (annual)
- ₹2,136 Cr
- Net profit (annual)
- ₹98.47 Cr
- P/E (TTM)
- 25.0×Sector 17.1×
- Promoter holding
- 49.26%+0.00% QoQ
- FII holding
- 5.98%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from JTL Industries Ltd
All →JTL Industries Business Update
JTL Industries completed hot trials of its Pickling Line and began cold trials of its GP Line in Maharashtra. Colour Coating Line commissioning is still pending.
JTL Industries Earnings Call Transcript: Key Takeaways
JTL delivered strong volume-led growth of 23.2%, but margins remain constrained by high input costs and execution delays at the Maharashtra facility.
- Call
- Guides 25% growth
JTL Industries Results Update
JTL Industries reported H1 FY27 revenue of ₹13,354 Mn and PAT of ₹643 Mn, up 37% and 66% YoY. The press release also flags ~700 KMT incremental capacity expected in H2 FY27.
JTL Industries Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹6,138 Mn (+43% YoY), EBITDA ₹508 Mn (8.3% margin), PAT ₹290 Mn; record H1 volume of 2,18,997 MT.
JTL Industries Q2 FY27 Results: Net Profit ₹29 Cr, Up 30.6% YoY
JTL Industries Ltd reported revenue from operations of ₹613.8 Cr (+43.0% YoY) and net profit of ₹29 Cr (+30.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹29 Cr · +30.6% YoY
JTL Industries Board Meeting Date
JTL Industries will hold a board meeting on November 2, 2026 to consider unaudited quarterly and half-yearly results for September 2026. Trading window closed from October 1.