Transcript of Earning Call held on Monday, May 4, 2026 for analyst / Investor to discuss Audited Financial Results for the quarter and year ended March 31, 2026
JYOTHYLAB · price
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Jyothy Labs reported Q4 FY26 revenue of INR 717 crores (up 7.7% YoY) and full year revenue of INR 2,944 crores (up 3.5%). Gross margin declined significantly by 400 bps in Q4 to 45.2% due to sharp input cost inflation from rising crude prices, with key materials like LABSA up 60-65% and packaging costs up 50-55%. The company took a 4% portfolio-level price increase in March which will help in Q1 FY27, but management warned margins will remain under pressure in the near term. Fabric Care delivered strong growth with liquids nearly doubling, while Dishwash margins collapsed due to competitive pressure and grammage increases. Household Insecticides losses reduced from INR 25 crores to INR 5 crores. The company remains debt-free with INR 1,000 crores cash and is actively scouting for acquisitions.
Margins are under pressure due to crude-linked input inflation, but volume growth momentum is strong. The company prioritized retaining volumes over immediate margin protection and declined to provide FY27 margin guidance due to high volatility.