| Revenue growth | Q4 revenue up 7.7% YoY; FY26 up 3.5%. |
|---|---|
| Margins | Gross margin 45.2% (down 400bps); EBITDA margin 13.5% (down 330bps). |
| Demand visibility | Urban recovery seen post-GST changes; rural demand remains resilient. |
| Management confidence | Cautiously optimistic for FY27; focused on volume retention. |
Growth
FY26 revenues grew 3.5% in value and 6% in volumes. Fabric Care led with 14.4% value growth in Q4.
Outlook
Management taken ~4% price hikes for Q1FY27. Aiming for Household Insecticide profitability and scouting inorganic acquisitions with ₹1,000cr cash.
Risks
Elevated crude-linked input costs (LAB, PP, HDPE) and West Asia geopolitical tensions impacting margins and consumer spending.
Earnings Call filed with NSE, NSE: JYOTHYLAB. Summary written with AI assistance from the document.
Jyothy Labs Ltd: key numbers
- Share price
- ₹191.07
- Market cap
- ₹7,016 Cr
- Revenue (annual)
- ₹2,944 Cr
- Net profit (annual)
- ₹333.2 Cr
- P/E (TTM)
- 24.7×Sector 43.4×
- Promoter holding
- 62.89%+0.00% QoQ
- FII holding
- 12.13%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Jyothy Labs Ltd
All →Jyothy Labs Credit Rating
CARE Ratings has reaffirmed Jyothy Labs Limited's 'CARE AA; Stable' rating for its long-term bank facilities. The rating applies to facilities totaling Rs. 250 crore.
- Value
- ₹250.0 Cr
Jyothy Labs Employee Stock Options
Jyothy Labs has granted 1,46,141 Restricted Stock Units (RSUs) to eligible employees under its RSU Plan 2023. These units vest over a period of up to four years.
Jyothy Labs Capital Structure Change
Nalanda India Equity Fund Limited acquired a 0.85% stake in Jyothy Laboratories Limited. The acquisition of 3,102,384 shares increases the fund's total holding to 7.61%.
Jyothy Labs Other Announcement
Jyothy Labs has been assigned an ESG rating of '67' by NSE Sustainability Ratings & Analytics Limited. This rating was derived independently using public domain data.
Jyothy Labs Earnings Call Transcript: Key Takeaways
Management is firefighting severe gross margin contraction caused by extreme crude-oil linked inflation, relying on price hikes and channel expansion while facing aggressive competitive discounting.
- Call
- Guides 10% growth
Jyothy Labs Investor Presentation: Key Takeaways
Jyothy Labs reported 3% revenue growth for Q1 FY27, driven by Fabric Care. EBITDA and PAT saw significant declines of 47.9% and 50.8% respectively due to abnormal raw material and packaging inflation.