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Earnings Call

Jyoti Resins & Adhesives Earnings Call: Key Takeaways

Jyoti Resins achieved record Q4FY26 revenue of ₹929 mn with a 21.6% PAT margin. Strategy focuses on deepening carpenter engagement and scaling capacity in the wood adhesive retail segment.

Why this was an Alfa AlertNot a filter event. Results were steady and in line with long-term EBITDA guidance of 23-25%.
Highlights
Revenue growth18.2% YoY in Q4FY26; 10.8% YoY in FY26.
MarginsEBITDA margins steady at 27% for FY26.
Demand visibilityStrong; volume growth of ~16% in Q4.
Management confidenceHigh; aiming for ₹500 Cr and ₹1,000 Cr revenue milestones.

Growth

Q4FY26 revenue grew ~18% YoY to ₹929 mn; volume growth was ~16%. FY26 PAT reached ₹700 mn.

Outlook

Brownfield expansion to 3,500 TPM (80% complete); Greenfield plant (1,500 TPM) planned in Gujarat for ₹1,000 Cr revenue vision.

Risks

Elevated raw material prices due to war scenarios; high receivables (165 days) in new states.

Source

Earnings Call filed with BSE, NSE: JYOTIRES. Summary written with AI assistance from the document.

Read the document ↗

Jyoti Resins & Adhesives Ltd: key numbers

Share price
₹844.60
Market cap
₹1,014 Cr
Revenue (annual)
₹314.7 Cr
Net profit (annual)
₹69.98 Cr
P/E (TTM)
15.8×Sector 37.5×
Promoter holding
54.37%+0.00% 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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Q1FY27 revenue grew 17% YoY to ₹877.1 Mn. Management maintains a low-capex, asset-light model focused on retail wood adhesives and deep carpenter engagement.