JTLINDNSEJTL INDUSTRIES LIMITEDMediumNeutral
Announced Fri, 15 May · 17:54 IST

JTL INDUSTRIES LIMITED has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

JTLIND · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-2.8%1-day move
₹68.50
prior close
₹67.50
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After-mkt
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AI summary

JTL Industries reported its highest ever annual sales volume of 3.96 lakh tons in FY26 with revenue of INR 2,136 crores and EBITDA of INR 166 crores. Q4FY26 was particularly strong with sales volume of 1.23 lakh tons (47.5% YoY revenue growth to INR 693 crores) driven by higher Mangaon facility utilization and DFT structural steel pipes. The company guided for 30% volume growth and 10-15% EBITDA per ton improvement in FY27. Value-added products constituted 27% of Q4 sales mix. The new Mangaon cold rolling complex (7 lakh tons capacity for color-coated pipes) is nearing completion by end of H1. JTL Defence (copper/brass alloys) generated INR 15 crores revenue in its first quarter under new management and targets INR 150-200 crores revenue in FY27.

Likely market impact

Strong quarterly performance with volume guidance of 30% growth signals solid demand ahead. The company expects EBITDA per ton to improve from INR 3,900 to INR 4,500-4,800 levels. ROCE is expected to recover to 20-25% as the capex cycle completes and operating cash flow turns positive next year.