| 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
- ₹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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