Jyothy Labs Limited has informed the Exchange about Transcript
JYOTHYLAB · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Jyothy Labs reported Q4 FY26 revenue of INR717 crores (up 7.7% YoY) with EBITDA margin declining to 13.5% (down 330 bps) due to sharp input cost inflation from crude-linked materials. Full year FY26 revenue was INR2,944 crores with 15.3% EBITDA margin. Management highlighted that 50-60% of inputs are crude-linked and packaging costs rose significantly, causing 400 bps gross margin decline in Q4. They took a 4% portfolio-level price increase in March with full impact expected in Q1-Q2 FY27. Fabric Care delivered strong growth (17.8% volume in Q4) while Dishwash faced intense competition with margin compression. Household Insecticides losses reduced significantly from INR25 crores to INR5 crores. The company remains debt-free with INR1,000 crores cash and is actively scouting for M&A opportunities.
Margins are under near-term pressure from input inflation and geopolitical headwinds, but the company is taking calibrated price increases while protecting volume growth. The strong cash position and improving HI profitability provide some buffer for shareholders.