Investor Presentation of Q4 & FY 2025.
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Jyoti Resins & Adhesives, maker of the Euro 7000 wood adhesive brand (No. 2 in India's retail segment), reported FY25 net sales of Rs 284 crore, up 10.4% YoY, with PAT rising 10.1% to Rs 73.9 crore. Q4FY25 saw strong volume growth of 14.5% YoY and ~24% QoQ, though EBITDA margin dipped to 30.7% from 31.5% QoQ and 32.6% in FY24, as the company stepped up spending on marketing and branding. The company onboarded actor Pankaj Tripathi as its first-ever national brand ambassador to push national visibility. It declared a Rs 9/share dividend (~15% payout), remains debt-free with Rs 484 mn cash from operations, and is targeting 20% volume CAGR over the next 3-5 years with 30-40% ROE and 40%+ ROCE.
Margin pressure from higher brand-building spend is visible but the company is leveraging strong volume momentum and a debt-free balance sheet to fund growth. Multi-year growth targets and a high-profile brand push could support investor sentiment, though near-term margins may stay soft as marketing investments continue.