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Jyoti Resins and Adhesives Ltd

Q2 FY26Chemicals & Petrochemicals

Jyoti Resins and Adhesives Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹850
Market cap₹1.1K Cr
P/E15.4
Updated23 Aug 2026
Read4 min read

The short version

Targeting at least 20% volume and revenue growth annually. Jyoti Resins targets at least 20% volume and revenue growth annually over the next three years.

From Jyoti Resins and Adhesives Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Targeting at least 20% volume and revenue growth annually.
  • Aiming to achieve INR 500 crore top line within the next three years (by FY27).
  • Current capacity utilization at 60%-70%; brownfield expansion will increase capacity by 1,500 tons/month (from 2,000 to 3,500 tons/month) within two quarters.
  • Focus on expanding presence from current 14 states to include Tamil Nadu, Kerala, Odisha, Bihar, and more, planning to cover all Indian states within three years.
  • Marketing and brand communication spend expected to increase to 7%-8% of revenue in H2 FY26 to support growth.
  • Sales promotion and marketing together may total around 20% of revenue.

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

  • Current brownfield expansion underway with targeted capacity increase from 2,000 to 3,500 tons per month within the next two quarters.
  • Total CapEx for this brownfield expansion expected to be around INR 5 crore to INR 7 crore.
  • Focus on repair, maintenance, and setting up brownfield facilities to improve existing plant capacity.
  • Scouting land for next greenfield expansion on the outskirts of the city; updates to be provided as progress is made.
  • Strategic priority remains scaling up domestic market presence with plans to reach INR 500 crore turnover in the next three years.

2 more points management made on capital expenditure plans

Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

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1Shiv Texchem
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2Yasho Industries
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3
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4
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5
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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

The transcript provided from the Q2 & H1 FY26 post earnings call of Jyoti Resins and Adhesives Limited does not specifically mention the current or expected order book or pending orders. The discussion primarily focuses on: - Volume and revenue growth targets (targeting 20% YoY growth and INR 500 crore top line in 3 years). - Capacity utilization (currently 60%-70%, expanding capacity by 1,500 tons per month soon). - Geographic expansion plans (adding 5-6 states, aiming for pan-India presence). - Marketing and brand-building efforts (7%-8% of revenue invested into brand communication and trade marketing).

2 more points management made on order book & pipeline

Jyoti Resins and Adhesives Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹93 Cr, net profit ₹20 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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Frequently Asked Questions

What were Jyoti Resins and Adhesives Ltd Q2 FY26 results?

Targeting at least 20% volume and revenue growth annually. Jyoti Resins targets at least 20% volume and revenue growth annually over the next three years.

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?

Current brownfield expansion underway with targeted capacity increase from 2,000 to 3,500 tons per month within the next two quarters.

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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.