Jyothy Labs Limited has informed the Exchange about Transcript
JYOTHYLAB · price
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Awaiting price reaction for this filing.
Jyothy Labs reported Q1 FY26 revenue of Rs. 751 crore, up 1.4% in value and 3.6% in volume year-on-year, with EBITDA margin at 16.5% (in line with guidance) and PAT of Rs. 97 crore. Gross margin fell 330 bps to 48% on input cost pressure and heavy competition in Dish wash, where aggressive grammage offers hurt value growth despite double-digit liquid volume growth. Management maintained full-year EBITDA margin guidance of 16-17% but flagged that margins will be slightly lower than FY25, with H1 under pressure and improvement expected from Q3 onwards. The household insecticide segment remains a drag, but management is targeting a turnaround by H2 FY27 with no plans to divest. CFO confirmed the company is evaluating a few M&A assets and will update investors in due course.
Near-term margin pressure is acknowledged, but the 16-17% EBITDA band and expected Q3 recovery should cushion the stock. Watch for updates on M&A activity and household insecticide turnaround, which are the key swing factors for the stock's re-rating.