Investor Presentation of Q3 & 9M FY26.
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Jyoti Resins & Adhesives shared its Q3 & 9M FY26 investor presentation. Q3 FY26 revenue stood at Rs 72.3 crore, up 1.7% YoY but down 2.8% QoQ, while 9M FY26 revenue grew 7.9% YoY to Rs 221.8 crore. EBITDA margin fell sharply to 26.1% in Q3 (from 31.65% YoY) and 27.05% for 9M (from 31.79%), as the company invested heavily in advertising with Pankaj Tripathi as brand ambassador and volumes were soft in October. Net profit declined 19.4% YoY to Rs 15.37 crore in Q3. The company expanded its branch network to 56 and sales force to 455 members, and guided for a Rs 500 crore revenue target over the next 3 years with capacity brownfield expansion and entry into new states.
Margin compression from higher brand-building spends is a near-term concern, but the multi-year growth roadmap, debt-free balance sheet, and expanding distribution keep the long-term story intact for shareholders.