ALFA Finder| Management target | Revenue 17.0% FY29 |
|---|
| Revenue growth | 17% YoY growth driven by 10% volume and 7% pricing. |
|---|---|
| Margins | Restoring to 23-25% levels after Q1 dip caused by VAM spike. |
| Demand visibility | Strong demand from housing, furniture manufacturing, and interior renovations. |
| Management confidence | Confident but cautious regarding global uncertainty and raw material volatility. |
Growth
Revenue grew 17% YoY, primarily volume-led (10%) with 7% from price increases; capacity utilization hit 70%.
Outlook
Brownfield expansion to 3,500 TPM launches next month; aims for ₹500 Cr revenue by FY29.
Risks
Sharp spikes in crude-linked raw materials (VAM) and delayed inventory management impacted Q1 margins significantly.
Last quarter's promises, checked
Delivered
- Guided 27% EBITDA margin → delivered 27% (= BEAT)
- Guided 15-20% revenue growth → delivered 18% (= BEAT)
- Guided 15-20% volume growth → delivered 16% (= BEAT)
Partly delivered
- Guided 2.5L registered carpenters → delivered 2.0L (= PARTIAL)
- Guided brownfield expansion to 3,500 TPM → 80% complete (= PARTIAL)
Missed
- Guided 120 debtor days → delivered 150-160 days (= MISS)
Earnings Call Transcript filed with BSE, NSE: JYOTIRES. Summary written with AI assistance from the document.
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.
More from Jyoti Resins & Adhesives Ltd
All →Jyoti Resins & Adhesives Earnings Call Transcript: 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.
Jyoti Resins & Adhesives Investor Presentation: Key Takeaways
Q2FY27 revenue Rs 97.7 Cr (+31.3% YoY), EBITDA Rs 22.5 Cr (23.0% margin), PAT Rs 18.5 Cr (+7.7% YoY). Volume and price-led growth; brownfield capacity now 3,500 TPM.
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
Jyoti Resins & Adhesives Board Meeting Date
Jyoti Resins & Adhesives schedules a November 5, 2026 board meeting for Q2 and half-year standalone results. The meeting is advance notice; the results are not yet approved.
Jyoti Resins & Adhesives Other Announcement
Jyoti Resins & Adhesives Ltd filed its quarterly shareholding pattern under Regulation 31(1)(b) for the period ending September 30, 2026.
Jyoti Resins & Adhesives Annual General Meeting
Jyoti Resins & Adhesives held its 33rd Annual General Meeting on 16th September, 2026. The meeting covered adoption of financial statements and dividend declaration.