Jyoti Resins and Adhesives Ltd
Jyoti Resins and Adhesives Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Targeting 15% to 20% volume growth annually (Page 27, Utkarsh J Patel). Jyoti Resins aims for strong and steady growth rather than rapid, volatile spikes.
From Jyoti Resins and Adhesives Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting 15% to 20% volume growth annually (Page 27, Utkarsh J Patel).
- Current Q1 FY26 volume showed a 3% de-growth, but efforts ongoing to recover in remaining quarters (Page 27).
- Optimistic about revenue growth after Diwali, anticipating stronger demand in the second half of the year (Page 16).
- Focused on steady, strong growth rather than aggressive expansion to maintain quality and brand loyalty (Page 17).
- Planning to increase capacity from 2,000 tons to 3,500 tons per month, potentially doubling revenue from INR 300 crore to INR 650 crore post-expansion (Page 25).
2 more points management made on revenue & sales performance
Profitability & Margins
See what Jyoti Resins and Adhesives Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Planned brownfield capacity expansion with an investment below INR 10 crore over the next 6 to 12 months.
- Greenfield capacity expansion planned with an investment of around INR 45 crore, to be implemented in phases over the next two years.
- Current CapEx is modest: brownfield expansion under INR 10 crore; greenfield around INR 45 crore (not immediate).
- Total existing capacity is 2,000 tons per month; post brownfield expansion, capacity will increase to 3,500 tons per month.
2 more points management made on capital expenditure plans
Top-ranked in Chemicals & Petrochemicals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Jyoti Resins and Adhesives Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Jyoti Resins & Adhesives Ltd. operates with about 13,000 dealers.
- Inventory is maintained across 52 depots in 14 states for daily dispatches.
- Orders are received on a daily basis, reflecting a continuous demand flow.
- Due to the vast dealer network and daily order system, there is no fixed or consolidated "order book" or pending order backlog as seen in traditional B2B models.
2 more points management made on order book & pipeline
Jyoti Resins and Adhesives Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹93 Cr, net profit ₹20 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Jyoti Resins's management said in earlier quarters
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Frequently Asked Questions
What were Jyoti Resins and Adhesives Ltd Q1 FY26 results?
Targeting 15% to 20% volume growth annually (Page 27, Utkarsh J Patel). Jyoti Resins aims for strong and steady growth rather than rapid, volatile spikes.
What is Jyoti Resins and Adhesives Ltd share price analysis?
Jyoti Resins and Adhesives Ltd currently shows a neutral. The stock trades at a P/E of 15.4 with a market cap of ₹1,079 Cr. Investors should review the full earnings analysis for detailed insights.
Is Jyoti Resins and Adhesives Ltd planning capital expenditure?
Planned brownfield capacity expansion with an investment below INR 10 crore over the next 6 to 12 months.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.