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Earnings Call

Jyoti Resins & Adhesives Earnings Call: Key Takeaways

Highest ever quarterly revenue in Q4FY26 with 18% growth and 27% EBITDA margins. Company initiating comprehensive organizational transformation for next growth phase.

Why this was an Alfa AlertNot a filter event. Results and margins were within range guidance for FY26.
Highlights
Revenue growth18% y-o-y in Q4FY26; 11% revenue growth in FY26.
MarginsEBITDA margin steady at 27%; long-term guidance 23-25%.
Demand visibilityStrong constructions pipeline; real sectors streamlining.
Management confidenceHigh; focused on reaching INR 500cr+ revenue benchmark.

Growth

Q4 revenue grew 18% y-o-y; volumes up 16%. FY26 volume growth was 8%.

Outlook

Targeting 15-20% volume growth to reach INR 500cr+ revenue in 2-3 years. Capacity expanding to 3,500 tons/month.

Risks

West Asia conflict disruptions, raw material (VAM) price volatility, and high debtor days (150-160).

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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