Jyoti Resins Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Published 25 Aug 2026 | Chemicals & Petrochemicals | Market Cap: ₹1.0K Cr
Jyoti Resins & Adhesives Ltd. Jyoti Resins & Adhesives targets INR 500 crores revenue in 3-4 years, implying a 15%-20% volume growth CAGR.
From Jyoti Resins's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Price
₹857
Market Cap
₹1.0K Cr
P/E Ratio
15.8
Revenue Rank
Margin Rank
How does Jyoti Resins rank in Chemicals & Petrochemicals?
Compare Jyoti Resins against every Chemicals & Petrochemicals company this quarter on revenue, margins and earnings-call signals.
Jyoti Resins — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹93 Cr, net profit ₹20 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →Jyoti Resins & Adhesives Ltd. aims to achieve INR 500 crore revenue by FY29, targeting 15%-20% volume CAGR growth over three years.
- →Current Q1 FY27 volume growth is positive, with a mix from both mature and newer markets.
- →Capacity expansion to 3,500 tonnes/month by Q2 FY27 is expected to support INR 650 crore revenue potential.
- →The company is investing heavily in expanding distribution networks, brand building, and geographic expansion, focusing on tier 2 and 3 cities.
- →Management emphasizes a patient, execution-heavy long-term growth strategy, aiming to build on 20 years of invested market presence.
- →Growth in mature markets and expansion into newer states (UP, Bihar, Jharkhand, North East) is expected to drive future sales.
- →Recent quarters showed double-digit revenue growth (~15-20%), signaling positive momentum for sustainable future growth.
📈 Profitability & Margins
Rank 3- →Jyoti Resins & Adhesives targets INR 500 crores revenue in 3-4 years, implying a 15%-20% volume growth CAGR.
- →Current capacity expansion to 3,500 tonnes/month aims to support future growth and achieve INR 600-650 crores revenue from existing plant.
- →Greenfield expansion planned for longer-term INR 1,000 crore revenue target, with initial capex of INR 45-50 crores.
- →EBITDA margin guidance maintained at 22%-25% in the medium to long term despite Q1 impact from raw material costs.
- →The company is undergoing a transformation phase with investments in sales, marketing, geographic expansion, and new talent to drive growth.
- →Aims to sustain double-digit volume growth of 15%-20% quarterly and expects robust growth driven by both mature and newer states.
- →Patience emphasized for market penetration, particularly in newer states, with debtor cycles maintained around 120 days.
🏗️ Capital Expenditure Plans
Yes- →Current CapEx involves brownfield capacity expansion to increase manufacturing capacity from 2,000 to 3,500 tonnes per month, expected to be operational by Q2 FY27. This can generate INR 600-650 crores revenue.
- →Future CapEx plans include a Greenfield facility to add an additional 1,500 tonnes per month capacity aimed at supporting the INR 1,000 crore revenue vision within 3-4 years.
- →Estimated initial investment for Greenfield CapEx is INR 45-50 crores, with about 50% allocated to land and the rest to construction and machinery.
- →Investments also focus on brand-building, distribution expansion (entry into new states like Jharkhand and planned new state in Q2), and increasing the carpenter network.
- →Emphasis on maintaining zero debt, healthy cash flow, and prudent capital allocation to support growth.
- →The company aims for long-term sustainable growth aligned with India's wood adhesives market expansion.
💰 Fundraising & Capital Structure
No information- →There is no explicit mention of immediate plans for new fundraising through debt or equity in the current conference call.
- →The company is currently investing in capacity expansions and market penetration using internal accruals and existing cash reserves (INR 160 crores in cash mentioned).
- →Buyback has been discussed internally but no decision has been made yet; overall, the company is focused on investing in expansion rather than buyback.
- →The discussion around auditor changes or buyback indicates no imminent plans for fresh equity.
- →The company aims to fund a future Greenfield capacity expansion (INR 45-50 crores CapEx) through internal accruals.
- →Hence, any major fundraising through debt or equity is not planned in the near term; focus is on organic growth and internal funding.
📋 Order Book & Pipeline
No informationKey Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were Jyoti Resins Q1 FY27 results?
Jyoti Resins & Adhesives Ltd. Jyoti Resins & Adhesives targets INR 500 crores revenue in 3-4 years, implying a 15%-20% volume growth CAGR.
What is Jyoti Resins share price analysis?
Jyoti Resins currently shows a below-average growth signal. The stock trades at a P/E of 15.8 with a market cap of ₹1,019 Cr. Investors should review the full earnings analysis for detailed insights.
Is Jyoti Resins planning capital expenditure?
Current CapEx involves brownfield capacity expansion to increase manufacturing capacity from 2,000 to 3,500 tonnes per month, expected to be operational by Q2 FY27.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.