Investor Presentation Q1 and FY26.
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Jyoti Resins & Adhesives (Euro 7000 brand), the No. 2 wood adhesive player in India's retail segment, reported Q1 FY26 revenue of Rs 75.1 crore, up 8.6% year-on-year, but net profit fell 7.4% to Rs 17.4 crore. EBITDA margin contracted sharply to 27.5% from 33.9% a year ago due to elevated advertising and marketing spend, including a new 360° campaign featuring actor Pankaj Tripathi as brand ambassador. Volume growth was lower by 3% due to early monsoon onset. The company expanded its network to 54 branches and held 30+ dealer/carpenter meets. Management reaffirmed its 3-year revenue target of Rs 500 crore, with guidance to maintain 30-40% ROE, 40%+ ROCE, and stay debt-free.
Short-term margins are under pressure due to heavy brand-building investments, which may weigh on quarterly profitability, but the company remains debt-free with strong return ratios. Investors should watch whether the advertising push translates into sustained volume growth and market share gains to justify the higher spending.